The Marshall Financial Group, Inc.

Form 5500

THE MARSHALL FINANCIAL GROUP, INC.

33 West Court Street, Doylestown, Pa 18901 (215) 348-9393 EIN:23-2169141 Plan Admin:Paula Nangle

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN Plan #003 Participants BOY/EOY20 / 24 Assets BOY/EOY$5,603,657 / $7,368,039	2023	THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN - Plan #003	20 / 24	$5,603,657 / $7,368,039
2023	Plan NameMARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #004 Participants BOY/EOY22 / 23 Assets BOY/EOY$0 / $0	2023	MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #004	22 / 23	$0 / $0
2022	Plan NameTHE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN Plan #003 Participants BOY/EOY19 / 19 Assets BOY/EOY$7,736,345 / $5,603,657	2022	THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN - Plan #003	19 / 19	$7,736,345 / $5,603,657
2022	Plan NameMARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #004 Participants BOY/EOY20 / 22 Assets BOY/EOY$0 / $0	2022	MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #004	20 / 22	$0 / $0
2021	Plan NameTHE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN Plan #003 Participants BOY/EOY19 / 18 Assets BOY/EOY$6,902,379 / $7,736,345	2021	THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN - Plan #003	19 / 18	$6,902,379 / $7,736,345
2021	Plan NameMARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #004 Participants BOY/EOY19 / 19 Assets BOY/EOY$0 / $0	2021	MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #004	19 / 19	$0 / $0
2020	Plan NameTHE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN Plan #003 Participants BOY/EOY19 / 18 Assets BOY/EOY$7,614,074 / $6,902,379	2020	THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN - Plan #003	19 / 18	$7,614,074 / $6,902,379
2020	Plan NameMARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #004 Participants BOY/EOY19 / 18 Assets BOY/EOY$0 / $0	2020	MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #004	19 / 18	$0 / $0
2019	Plan NameTHE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN Plan #003 Participants BOY/EOY19 / 18 Assets BOY/EOY$6,483,267 / $7,614,074	2019	THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN - Plan #003	19 / 18	$6,483,267 / $7,614,074
2019	Plan NameMARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #004 Participants BOY/EOY20 / 18 Assets BOY/EOY$0 / $0	2019	MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #004	20 / 18	$0 / $0