2023 Form 5500 filing — M1 Holdings Inc. 401(K) 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 20241014110939NAL0051995090001) for M1 Holdings Inc. 401(K) Plan, reported by M1 Holdings Inc. under EIN 81-4460183 and plan number 001. It reports 292 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)$8.9MReported net assets$8,880,030

Participants292

Provider compensation$20.2K2 Schedule C row(s)$20,184

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014110939NAL0051995090001
Plan sponsor: M1 Holdings Inc.
EIN: 81-4460183
Plan number: 001
Location: Chicago, IL
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)$8.9M total assets

Net assets$8.9MLiabilities$0

Money in vs. money out

Total income / additions$5.7M

Total expenses$829K

Benefits paid / distributions$808.8K

Contributions

Employer$1.3M

Participant$2.8M

Full reported line items

Total assets (EOY): $8,880,030
Total liabilities (EOY): $0
Net assets (EOY): $8,880,030
Employer contributions: $1,329,662
Participant contributions: $2,824,124
Total income / additions: $5,693,557
Benefits paid: $808,817
Administrative expenses: $20,184
Total expenses: $829,001
Net increase / (decrease): $4,864,556

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$16.9K
RECORDKEEPER · Direct $16.9K · Indirect $0
2
Empower Advisory Group, LLC$3.3K
INVESTMENT MGMT · Direct $3.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014110939NAL0051995090001 cover?: It is the 2023 Form 5500 filing for M1 Holdings Inc. 401(K) Plan, reported by M1 Holdings Inc. (EIN 81-4460183).
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).