401k Plan data: THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN plan

THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN
Plan identification number	003

THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE MARSHALL FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE MARSHALL FINANCIAL GROUP, INC.

Employer identification number (EIN): 232169141

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01

Potentially related plans

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Company Name:	THE MARSHALL FINANCIAL GROUP, INC.
Employer identification number (EIN):	232169141
NAIC Classification:	523900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01