M Financial Holdings Incorporated 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: M Financial Holdings Incorporated (EIN 931189872)
  • Plan Type: 401(k)
  • Total Participants: 277
  • Total Assets: $91.7M
  • Sponsor State: OR

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024277$91.7M$1.6M$3.5M
2023286$81.4M$917,813$3.6M
2022282$70.6M$2.2M$3.4M

Service Providers

  • PERKINS & CO. — Accountant / Independent Qualified Public Accountant

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