2023 Form 5500 filing — M Holding Co. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903171442NAL0018751009001) for M Holding Co. 401(K) Profit Sharing Plan, reported by M Holding Co. under EIN 30-0757294 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.2MReported net assets$8,150,607
Participants259
Provider compensation$2.5K1 Schedule C row(s)$2,455
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240903171442NAL0018751009001
Plan sponsor
M Holding Co.
EIN
30-0757294
Plan number
001
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.2M total assets
Net assets$8.2MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$487.1K
Benefits paid / distributions$431K
Contributions
Employer$101.8K
Participant$571.8K
Full reported line items
Total assets (EOY)
$8,150,607
Net assets (EOY)
$8,150,607
Employer contributions
$101,840
Participant contributions
$571,773
Total income / additions
$1,631,303
Benefits paid
$431,024
Administrative expenses
$53,207
Total expenses
$487,097
Net increase / (decrease)
$1,144,206
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $2.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903171442NAL0018751009001 cover?
It is the 2023 Form 5500 filing for M Holding Co. 401(K) Profit Sharing Plan, reported by M Holding Co. (EIN 30-0757294).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages