Plan5500

M Financial Holdings Incorporated — 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, M Financial Holdings Incorporated (EIN 93-1189872) is a plan sponsor located in Portland, OR with 2 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
93-1189872
Location
Portland, OR
Loaded plans
2
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 M Financial Holdings Incorporated

  • 2 loaded plans hold $81.4M in reported assets.
  • The largest, M Financial Holdings Incorporated 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 719 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$81.4MSummed across loaded plans$81,360,111
Total reported assets$81.4M$81,360,111
Total reported participants719
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$81.4M total assets
Net assets$81.4MLiabilities$0
Contributions & income
Employer contributions$917.8K
Participant contributions$3.6M
Total income / additions$19.6M
Expenses & distributions
Benefits paid / distributions$8.7M
Total expenses$8.8M
Net increase / (decrease)$10.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%M Financial Holdings Incorporated 401(K) Plan
Participants per plan360Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    M Financial Holdings Incorporated 401(K) Plan$81.4M
    Plan #002 · 430 participants · 2023
  2. 2
    M Financial Holdings Incorporated Health And Welfare Master Plannot reported in the loaded dataset
    Plan #505 · 289 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 M Financial Holdings Incorporated. Open one for its full reported snapshot.

  1. 2023
    M Financial Holdings Incorporated Health And Welfare Master Plan289 participants · 2No schedules
    View filing →
  2. 2023
    M Financial Holdings Incorporated 401(K) Plan430 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does M Financial Holdings Incorporated report on Form 5500?
M Financial Holdings Incorporated (EIN 93-1189872) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for M Financial Holdings Incorporated?
The Employer Identification Number (EIN) reported for M Financial Holdings Incorporated is 93-1189872.
What is the latest Form 5500 filing year for M Financial Holdings Incorporated?
The latest loaded Form 5500 filing year for M Financial Holdings Incorporated is 2023.

Related Form 5500 pages