Plan5500

M1 Holdings Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, M1 Holdings Inc. (EIN 81-4460183) is a plan sponsor located in Chicago, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-4460183
Location
Chicago, IL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for M1 Holdings Inc.

  • 3 loaded plans hold $8.9M in reported assets.
  • The largest, M1 Holdings Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 787 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.9MSummed across loaded plans$8,880,030
Total reported assets$8.9M$8,880,030
Total reported participants787
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.9M total assets
Net assets$8.9MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$2.8M
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$808.8K
Total expenses$829K
Net increase / (decrease)$4.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%M1 Holdings Inc. 401(K) Plan
Participants per plan262Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    M1 Holdings Inc. 401(K) Plan$8.9M
    Plan #001 · 292 participants · 2023
  2. 2
    M1 Holdings, Inc Ancillary Plannot reported in the loaded dataset
    Plan #502 · 268 participants · 2023
  3. 3
    M1 Holdings, Inc Medical Plannot reported in the loaded dataset
    Plan #501 · 227 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for M1 Holdings Inc.. Open one for its full reported snapshot.

  1. 2023
    M1 Holdings, Inc Medical Plan227 participants · 2No schedules
    View filing →
  2. 2023
    M1 Holdings, Inc Ancillary Plan268 participants · 2No schedules
    View filing →
  3. 2023
    M1 Holdings Inc. 401(K) Plan292 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does M1 Holdings Inc. report on Form 5500?
M1 Holdings Inc. (EIN 81-4460183) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for M1 Holdings Inc.?
The Employer Identification Number (EIN) reported for M1 Holdings Inc. is 81-4460183.
What is the latest Form 5500 filing year for M1 Holdings Inc.?
The latest loaded Form 5500 filing year for M1 Holdings Inc. is 2023.

Related Form 5500 pages