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M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 401k Plan overview

Plan NameM FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN
Plan identification number 002

M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

M FINANCIAL HOLDINGS INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:M FINANCIAL HOLDINGS INCORPORATED
Employer identification number (EIN):931189872
NAIC Classification:524290

Additional information about M FINANCIAL HOLDINGS INCORPORATED

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2552638

More information about M FINANCIAL HOLDINGS INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RACHEL LIVEK
0022016-01-01SUSAN E. JOSSI SUSAN E. JOSSI2017-07-28
0022015-01-01SUSAN E. JOSSI SUSAN E. JOSSI2016-07-28
0022015-01-01
0022014-01-01SUSAN E. JOSSI SUSAN E. JOSSI2015-07-24
0022013-01-01SUSAN E. JOSSI SUSAN E. JOSSI2014-07-25
0022012-01-01SUSAN E. JOSSI SUSAN E. JOSSI2013-08-16
0022011-01-01SUSAN E. JOSSI SUSAN E. JOSSI2012-10-10
0022009-01-01SUSAN E. JOSSI SUSAN E. JOSSI2010-07-28

Plan Statistics for M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN

401k plan membership statisitcs for M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN

Measure Date Value
2022: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01402
Total number of active participants reported on line 7a of the Form 55002022-01-01282
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01148
Total of all active and inactive participants2022-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01430
Number of participants with account balances2022-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01359
Total number of active participants reported on line 7a of the Form 55002021-01-01272
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01130
Total of all active and inactive participants2021-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01402
Number of participants with account balances2021-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01346
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01349
Number of participants with account balances2020-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01330
Total number of active participants reported on line 7a of the Form 55002019-01-01229
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01109
Total of all active and inactive participants2019-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01338
Number of participants with account balances2019-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01315
Total number of active participants reported on line 7a of the Form 55002018-01-01221
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01102
Total of all active and inactive participants2018-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01324
Number of participants with account balances2018-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01271
Total number of active participants reported on line 7a of the Form 55002017-01-01214
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0195
Total of all active and inactive participants2017-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01309
Number of participants with account balances2017-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01273
Total number of active participants reported on line 7a of the Form 55002016-01-01169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01102
Total of all active and inactive participants2016-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01271
Number of participants with account balances2016-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01265
Total number of active participants reported on line 7a of the Form 55002015-01-01197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01273
Number of participants with account balances2015-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01258
Total number of active participants reported on line 7a of the Form 55002014-01-01190
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01265
Number of participants with account balances2014-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01258
Number of participants with account balances2013-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01252
Total number of active participants reported on line 7a of the Form 55002012-01-01181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01244
Number of participants with account balances2012-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01252
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01250
Number of participants with account balances2011-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01233
Total number of active participants reported on line 7a of the Form 55002009-01-01192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01253
Number of participants with account balances2009-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN

Measure Date Value
2022 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,036,235
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,388,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,346,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,934,349
Value of total assets at end of year2022-12-31$70,577,849
Value of total assets at beginning of year2022-12-31$84,002,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,766
Total interest from all sources2022-12-31$37,918
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$291,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$291,896
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,372,756
Participant contributions at end of year2022-12-31$704,651
Participant contributions at beginning of year2022-12-31$866,215
Participant contributions at end of year2022-12-31$734
Participant contributions at beginning of year2022-12-31$738
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,416,978
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,889,438
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$334,091
Other income not declared elsewhere2022-12-31$-472,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,424,793
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,577,849
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,002,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,079,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$72,350,144
Interest on participant loans2022-12-31$37,918
Value of interest in common/collective trusts at end of year2022-12-31$50,973,009
Value of interest in common/collective trusts at beginning of year2022-12-31$5,635,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,169,840
Net investment gain or loss from common/collective trusts2022-12-31$-5,658,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,227,502
Employer contributions (assets) at end of year2022-12-31$1,403,427
Employer contributions (assets) at beginning of year2022-12-31$1,260,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,346,792
Contract administrator fees2022-12-31$41,766
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PERKINS & CO.
Accountancy firm EIN2022-12-31930928924
2021 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$16,698,208
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,615,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,571,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,247,298
Value of total assets at end of year2021-12-31$84,002,642
Value of total assets at beginning of year2021-12-31$71,919,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,788
Total interest from all sources2021-12-31$35,011
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$828,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$828,014
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,023,470
Participant contributions at end of year2021-12-31$866,215
Participant contributions at beginning of year2021-12-31$744,019
Participant contributions at end of year2021-12-31$738
Participant contributions at beginning of year2021-12-31$199
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,889,438
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,484,111
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,222,267
Other income not declared elsewhere2021-12-31$-594,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,082,775
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,002,642
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$71,919,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$72,350,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,177,316
Interest on participant loans2021-12-31$35,011
Value of interest in common/collective trusts at end of year2021-12-31$5,635,673
Value of interest in common/collective trusts at beginning of year2021-12-31$5,350,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,101,527
Net investment gain or loss from common/collective trusts2021-12-31$81,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,001,561
Employer contributions (assets) at end of year2021-12-31$1,260,434
Employer contributions (assets) at beginning of year2021-12-31$1,163,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,571,645
Contract administrator fees2021-12-31$43,788
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PERKINS & CO.
Accountancy firm EIN2021-12-31930928924
2020 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,803,725
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,625,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,589,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,386,303
Value of total assets at end of year2020-12-31$71,919,867
Value of total assets at beginning of year2020-12-31$64,742,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,261
Total interest from all sources2020-12-31$34,244
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$783,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$783,685
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,590,254
Participant contributions at end of year2020-12-31$744,019
Participant contributions at beginning of year2020-12-31$537,859
Participant contributions at end of year2020-12-31$199
Participant contributions at beginning of year2020-12-31$1,000
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,484,111
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,704,368
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$975,440
Other income not declared elsewhere2020-12-31$779,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,177,844
Value of net assets at end of year (total assets less liabilities)2020-12-31$71,919,867
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$64,742,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$60,177,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$55,034,378
Interest on participant loans2020-12-31$34,244
Value of interest in common/collective trusts at end of year2020-12-31$5,350,407
Value of interest in common/collective trusts at beginning of year2020-12-31$4,479,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,728,826
Net investment gain or loss from common/collective trusts2020-12-31$90,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,820,609
Employer contributions (assets) at end of year2020-12-31$1,163,815
Employer contributions (assets) at beginning of year2020-12-31$985,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,589,620
Contract administrator fees2020-12-31$36,261
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PERKINS & CO.
Accountancy firm EIN2020-12-31930928924
2019 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,788,630
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,854,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,820,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,499,900
Value of total assets at end of year2019-12-31$64,742,023
Value of total assets at beginning of year2019-12-31$51,808,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,823
Total interest from all sources2019-12-31$26,019
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$991,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$991,147
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,329,454
Participant contributions at end of year2019-12-31$537,859
Participant contributions at beginning of year2019-12-31$372,402
Participant contributions at end of year2019-12-31$1,000
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,704,368
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,838,433
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$583,720
Other income not declared elsewhere2019-12-31$808,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,933,861
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,742,023
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,808,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$55,034,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,404,283
Interest on participant loans2019-12-31$26,019
Value of interest in common/collective trusts at end of year2019-12-31$4,479,034
Value of interest in common/collective trusts at beginning of year2019-12-31$4,220,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,364,640
Net investment gain or loss from common/collective trusts2019-12-31$98,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,586,726
Employer contributions (assets) at end of year2019-12-31$985,384
Employer contributions (assets) at beginning of year2019-12-31$972,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,820,946
Contract administrator fees2019-12-31$33,823
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PERKINS & CO.
Accountancy firm EIN2019-12-31930928924
2018 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$749,164
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,893,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,855,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,641,299
Value of total assets at end of year2018-12-31$51,808,162
Value of total assets at beginning of year2018-12-31$59,952,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,320
Total interest from all sources2018-12-31$16,303
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$871,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$871,887
Administrative expenses professional fees incurred2018-12-31$5,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,071,073
Participant contributions at end of year2018-12-31$372,402
Participant contributions at beginning of year2018-12-31$293,835
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$57,198
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,838,433
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,903,169
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,269
Other income not declared elsewhere2018-12-31$64,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,143,870
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,808,162
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,952,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,404,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$51,767,452
Interest on participant loans2018-12-31$16,303
Value of interest in common/collective trusts at end of year2018-12-31$4,220,078
Value of interest in common/collective trusts at beginning of year2018-12-31$4,038,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,926,982
Net investment gain or loss from common/collective trusts2018-12-31$81,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,542,957
Employer contributions (assets) at end of year2018-12-31$972,966
Employer contributions (assets) at beginning of year2018-12-31$892,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,855,714
Contract administrator fees2018-12-31$31,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PERKINS & CO.
Accountancy firm EIN2018-12-31930928924
2017 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,514
Total income from all sources (including contributions)2017-12-31$12,346,597
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,526,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,481,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,544,707
Value of total assets at end of year2017-12-31$59,952,032
Value of total assets at beginning of year2017-12-31$53,133,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,769
Total interest from all sources2017-12-31$13,947
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$865,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$865,639
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,896,007
Participant contributions at end of year2017-12-31$293,835
Participant contributions at beginning of year2017-12-31$326,324
Participant contributions at end of year2017-12-31$57,198
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,903,169
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,571,135
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$256,816
Other income not declared elsewhere2017-12-31$196,975
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$1,514
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$78,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,819,916
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,952,032
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,132,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$51,767,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,523,401
Interest on participant loans2017-12-31$13,947
Value of interest in common/collective trusts at end of year2017-12-31$4,038,354
Value of interest in common/collective trusts at beginning of year2017-12-31$4,231,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,658,486
Net investment gain or loss from common/collective trusts2017-12-31$66,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,391,884
Employer contributions (assets) at end of year2017-12-31$892,024
Employer contributions (assets) at beginning of year2017-12-31$402,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,481,912
Contract administrator fees2017-12-31$44,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PERKINS & CO.
Accountancy firm EIN2017-12-31930928924
2016 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,246
Total income from all sources (including contributions)2016-12-31$7,114,360
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,394,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,340,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,700,248
Value of total assets at end of year2016-12-31$53,133,630
Value of total assets at beginning of year2016-12-31$52,413,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,362
Total interest from all sources2016-12-31$16,436
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,287,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,287,127
Administrative expenses professional fees incurred2016-12-31$54,362
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,769,150
Participant contributions at end of year2016-12-31$326,324
Participant contributions at beginning of year2016-12-31$367,212
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,571,135
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,181,458
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$42,206
Other income not declared elsewhere2016-12-31$353,549
Liabilities. Value of operating payables at end of year2016-12-31$1,514
Liabilities. Value of operating payables at beginning of year2016-12-31$1,246
Total non interest bearing cash at end of year2016-12-31$78,590
Total non interest bearing cash at beginning of year2016-12-31$76,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$719,380
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,132,116
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,412,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$45,523,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,938,658
Interest on participant loans2016-12-31$16,436
Value of interest in common/collective trusts at end of year2016-12-31$4,231,378
Value of interest in common/collective trusts at beginning of year2016-12-31$4,619,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,757,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$888,892
Employer contributions (assets) at end of year2016-12-31$402,802
Employer contributions (assets) at beginning of year2016-12-31$230,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,340,618
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PERKINS & CO.
Accountancy firm EIN2016-12-31930928924
2015 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,647
Total income from all sources (including contributions)2015-12-31$2,170,209
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,058,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,991,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,631,624
Value of total assets at end of year2015-12-31$52,413,982
Value of total assets at beginning of year2015-12-31$52,303,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,007
Total interest from all sources2015-12-31$19,263
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,462,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,462,264
Administrative expenses professional fees incurred2015-12-31$31,007
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,840,729
Participant contributions at end of year2015-12-31$367,212
Participant contributions at beginning of year2015-12-31$391,220
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,181,458
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,150,190
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$59,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,647
Other income not declared elsewhere2015-12-31$-51,053
Liabilities. Value of operating payables at end of year2015-12-31$1,246
Total non interest bearing cash at end of year2015-12-31$76,711
Total non interest bearing cash at beginning of year2015-12-31$25,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$111,503
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,412,736
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$52,301,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$36,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,938,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,408,135
Interest on participant loans2015-12-31$19,263
Value of interest in common/collective trusts at end of year2015-12-31$4,619,028
Value of interest in common/collective trusts at beginning of year2015-12-31$3,997,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,928,702
Net investment gain or loss from common/collective trusts2015-12-31$36,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$731,741
Employer contributions (assets) at end of year2015-12-31$230,915
Employer contributions (assets) at beginning of year2015-12-31$331,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,991,699
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PERKINS & CO
Accountancy firm EIN2015-12-31930928924
2014 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27
Total income from all sources (including contributions)2014-12-31$5,686,080
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,286,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,192,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,857,183
Value of total assets at end of year2014-12-31$52,303,880
Value of total assets at beginning of year2014-12-31$47,901,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$93,774
Total interest from all sources2014-12-31$20,160
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,421,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,421,597
Administrative expenses professional fees incurred2014-12-31$93,774
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,940,448
Participant contributions at end of year2014-12-31$391,220
Participant contributions at beginning of year2014-12-31$386,669
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,150,190
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,313,262
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$82,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$27
Other income not declared elsewhere2014-12-31$145,174
Total non interest bearing cash at end of year2014-12-31$25,048
Total non interest bearing cash at beginning of year2014-12-31$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,399,878
Value of net assets at end of year (total assets less liabilities)2014-12-31$52,301,233
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,901,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,408,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$38,530,925
Interest on participant loans2014-12-31$20,160
Value of interest in common/collective trusts at end of year2014-12-31$3,997,752
Value of interest in common/collective trusts at beginning of year2014-12-31$5,835,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,183,072
Net investment gain or loss from common/collective trusts2014-12-31$58,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$833,948
Employer contributions (assets) at end of year2014-12-31$331,535
Employer contributions (assets) at beginning of year2014-12-31$834,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,192,428
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,690
Total income from all sources (including contributions)2013-12-31$10,930,273
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,705,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,618,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,390,895
Value of total assets at end of year2013-12-31$47,901,382
Value of total assets at beginning of year2013-12-31$38,680,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$87,382
Total interest from all sources2013-12-31$22,664
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,227,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,227,888
Administrative expenses professional fees incurred2013-12-31$59,641
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,858,369
Participant contributions at end of year2013-12-31$386,669
Participant contributions at beginning of year2013-12-31$402,410
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,313,262
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,118,887
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$228,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$27
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,690
Other income not declared elsewhere2013-12-31$206,773
Administrative expenses (other) incurred2013-12-31$1,290
Total non interest bearing cash at end of year2013-12-31$72
Total non interest bearing cash at beginning of year2013-12-31$63,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,224,666
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,901,355
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,676,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$26,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$38,530,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,472,829
Interest on participant loans2013-12-31$22,664
Value of interest in common/collective trusts at end of year2013-12-31$5,835,805
Value of interest in common/collective trusts at beginning of year2013-12-31$4,795,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,102,820
Net investment gain or loss from common/collective trusts2013-12-31$-20,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,304,174
Employer contributions (assets) at end of year2013-12-31$834,649
Employer contributions (assets) at beginning of year2013-12-31$826,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,618,225
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,109,320
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,951,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,878,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,980,883
Value of total assets at end of year2012-12-31$38,680,379
Value of total assets at beginning of year2012-12-31$33,519,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$72,994
Total interest from all sources2012-12-31$17,956
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,141,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,141,706
Administrative expenses professional fees incurred2012-12-31$45,509
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,626,287
Participant contributions at end of year2012-12-31$402,410
Participant contributions at beginning of year2012-12-31$384,161
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,118,887
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$743,130
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$89,574
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,690
Other income not declared elsewhere2012-12-31$85,177
Administrative expenses (other) incurred2012-12-31$1,211
Total non interest bearing cash at end of year2012-12-31$63,907
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,157,385
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,676,689
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,519,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$26,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,472,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,948,147
Interest on participant loans2012-12-31$17,956
Value of interest in common/collective trusts at end of year2012-12-31$4,795,748
Value of interest in common/collective trusts at beginning of year2012-12-31$4,777,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,803,298
Net investment gain or loss from common/collective trusts2012-12-31$80,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,265,022
Employer contributions (assets) at end of year2012-12-31$826,214
Employer contributions (assets) at beginning of year2012-12-31$666,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,878,941
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,120,511
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$479,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$346,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,544,917
Value of total assets at end of year2011-12-31$33,519,304
Value of total assets at beginning of year2011-12-31$31,878,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$132,594
Total interest from all sources2011-12-31$19,496
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$896,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$896,747
Administrative expenses professional fees incurred2011-12-31$95,928
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,457,501
Participant contributions at end of year2011-12-31$384,161
Participant contributions at beginning of year2011-12-31$357,527
Assets. Other investments not covered elsewhere at end of year2011-12-31$743,130
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$721,471
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,139
Other income not declared elsewhere2011-12-31$7,018
Administrative expenses (other) incurred2011-12-31$1,638
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,641,268
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,519,304
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,878,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$35,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,948,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,984,938
Interest on participant loans2011-12-31$19,423
Value of interest in common/collective trusts at end of year2011-12-31$4,777,375
Value of interest in common/collective trusts at beginning of year2011-12-31$4,367,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$73
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,379,582
Net investment gain or loss from common/collective trusts2011-12-31$31,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,086,277
Employer contributions (assets) at end of year2011-12-31$666,491
Employer contributions (assets) at beginning of year2011-12-31$446,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$346,649
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,270,625
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$974,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$969,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,777,377
Value of total assets at end of year2010-12-31$31,878,036
Value of total assets at beginning of year2010-12-31$26,582,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,361
Total interest from all sources2010-12-31$16,784
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$611,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$611,630
Administrative expenses professional fees incurred2010-12-31$3,450
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,437,104
Participant contributions at end of year2010-12-31$357,527
Participant contributions at beginning of year2010-12-31$265,441
Assets. Other investments not covered elsewhere at end of year2010-12-31$721,471
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$442,606
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,655
Other income not declared elsewhere2010-12-31$113,553
Administrative expenses (other) incurred2010-12-31$1,911
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,295,738
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,878,036
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$26,582,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,984,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,997,997
Interest on participant loans2010-12-31$16,784
Value of interest in common/collective trusts at end of year2010-12-31$4,367,312
Value of interest in common/collective trusts at beginning of year2010-12-31$3,876,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,624,386
Net investment gain or loss from common/collective trusts2010-12-31$126,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,315,618
Employer contributions (assets) at end of year2010-12-31$446,788
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$969,526
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2010-12-31134008324
2009 : M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN

2022: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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