Marshall Financial Group Inc.

Ohio
Registered In
10/31/2000
Incorp. Date

Company Summary

Marshall Financial Group Inc. in Ohio lists Paul M. Curry, Jr. as the associate.

Overview

Registered In
Ohio
Incorporation Date
Company Type
Corporation for Profit
Status
C
Registration Type
Domestic
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People

Paul M. Curry, Jr. Registered Agent
2912 SHERWOOD RD, BEXLEY, OH 43209
Paul M. Curry, Jr.

Financials

Financial Information for Marshall Financial Group Inc.

Form 5500

MARSHALL FINANCIAL GROUP INC.

4449 Easton Way Floor 2, Columbus, Oh 43219 (614) 237-6850 EIN:31-1733956 Plan Admin:Paul Curry
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMARSHALL FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN & TRU Plan #002 Participants BOY/EOY1 / 1 Assets BOY/EOY$23,389 / $27,559 2023 MARSHALL FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN & TRU - Plan #002 1 / 1 $23,389 / $27,559
2022 Plan NameMARSHALL FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN & TRU Plan #002 Participants BOY/EOY2 / 1 Assets BOY/EOY$40,781 / $23,389 2022 MARSHALL FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN & TRU - Plan #002 2 / 1 $40,781 / $23,389
2021 Plan NameMARSHALL FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN & TRU Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$36,424 / $40,781 2021 MARSHALL FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN & TRU - Plan #002 2 / 2 $36,424 / $40,781
2021 Plan NameMARSHALL FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN & TRU Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$36,424 / $40,781 2021 MARSHALL FINANCIAL GROUP INC. 401(K) PROFIT SHARING PLAN & TRU - Plan #001 2 / 2 $36,424 / $40,781
2020 Plan NameMARSHALL FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$26,129 / $36,424 2020 MARSHALL FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 2 / 2 $26,129 / $36,424
2019 Plan NameMARSHALL FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$16,452 / $26,129 2019 MARSHALL FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 2 / 2 $16,452 / $26,129
Benefit & Retirement Plans based on Form 5500.
PPP Loans

MARSHALL FINANCIAL GROUP LLC

1418 Brice Rd STE 204, Reynoldsburg, Oh 43068 Industry:Direct Life Insurance Carriers
Loan Date Approved Forgiven Lender Jobs
05/01/2020 Approved$9,217 Forgiven$9,300 LenderJPMorgan Chase Bank, National Association Jobs50 05/01/2020 $9,217 $9,300 JPMorgan Chase Bank, National Association 50
05/01/2020 Approved$9,217 Forgiven$9,321 LenderCeltic Bank Corporation Jobs3 05/01/2020 $9,217 $9,321 Celtic Bank Corporation 3
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
The Marshall Financial Group, Inc. Registered in Pennsylvania
Doylestown, PA St Doylestown, PA View Report
Marshall Financial Group, Inc. Registered in Minnesota
Mpls, MN View Report

Sources

The following government agencies have contributed data:

• Ohio Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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