Civic Intelligence

M Financial Holdings Incorporated

Plan context: M Financial Holdings Incorporated 401K Plan

EIN 93-1189872 • Portland, OR • 54 filings • 11 plans

1125 NW Couch St Ste 900Portland, OR 97209-4129
Current Snapshot

Latest Year

2024

2024 Participants

279

2024 Assets

$91,675,894

2024 Contributions

$7,561,533

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$91,675,894$45,837,947$0199920122024YearValue
$91,675,894Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2861430199920122024YearValue
279Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242279$91,675,894$7,561,533$27,102iApproximate average salary by contribution assumption: employee only about $677,557 at 4% or $451,704 at 6%; with 50% employer match about $451,704 at 4% or $301,136 at 6%; with 100% employer match about $338,778 at 4% or $225,852 at 6%.
M Financial Holdings Incorporated 401K Plan-277$91,675,894$7,561,533$27,298iApproximate average salary by contribution assumption: employee only about $682,449 at 4% or $454,966 at 6%; with 50% employer match about $454,966 at 4% or $303,311 at 6%; with 100% employer match about $341,224 at 4% or $227,483 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-279---
20232286$81,360,111$6,969,782$24,370iApproximate average salary by contribution assumption: employee only about $609,247 at 4% or $406,164 at 6%; with 50% employer match about $406,164 at 4% or $270,776 at 6%; with 100% employer match about $304,623 at 4% or $203,082 at 6%.
M Financial Holdings Incorporated 401K Plan-286$81,360,111$6,969,782$24,370iApproximate average salary by contribution assumption: employee only about $609,247 at 4% or $406,164 at 6%; with 50% employer match about $406,164 at 4% or $270,776 at 6%; with 100% employer match about $304,623 at 4% or $203,082 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-285---
20222282$70,577,849$5,934,349$21,044iApproximate average salary by contribution assumption: employee only about $526,095 at 4% or $350,730 at 6%; with 50% employer match about $350,730 at 4% or $233,820 at 6%; with 100% employer match about $263,047 at 4% or $175,365 at 6%.
M Financial Holdings Incorporated 401K Plan-282$70,577,849$5,934,349$21,044iApproximate average salary by contribution assumption: employee only about $526,095 at 4% or $350,730 at 6%; with 50% employer match about $350,730 at 4% or $233,820 at 6%; with 100% employer match about $263,047 at 4% or $175,365 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-282---
20212272$84,002,642$6,247,298$22,968iApproximate average salary by contribution assumption: employee only about $574,200 at 4% or $382,800 at 6%; with 50% employer match about $382,800 at 4% or $255,200 at 6%; with 100% employer match about $287,100 at 4% or $191,400 at 6%.
M Financial Holdings Incorporated 401K Plan-272$84,002,642$6,247,298$22,968iApproximate average salary by contribution assumption: employee only about $574,200 at 4% or $382,800 at 6%; with 50% employer match about $382,800 at 4% or $255,200 at 6%; with 100% employer match about $287,100 at 4% or $191,400 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-241---
20202247$71,919,867$5,386,303$21,807iApproximate average salary by contribution assumption: employee only about $545,172 at 4% or $363,448 at 6%; with 50% employer match about $363,448 at 4% or $242,299 at 6%; with 100% employer match about $272,586 at 4% or $181,724 at 6%.
M Financial Holdings Incorporated 401K Plan-247$71,919,867$5,386,303$21,807iApproximate average salary by contribution assumption: employee only about $545,172 at 4% or $363,448 at 6%; with 50% employer match about $363,448 at 4% or $242,299 at 6%; with 100% employer match about $272,586 at 4% or $181,724 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-193---
20192229$64,742,023$4,499,900$19,650iApproximate average salary by contribution assumption: employee only about $491,255 at 4% or $327,504 at 6%; with 50% employer match about $327,504 at 4% or $218,336 at 6%; with 100% employer match about $245,628 at 4% or $163,752 at 6%.
M Financial Holdings Incorporated 401K Plan-229$64,742,023$4,499,900$19,650iApproximate average salary by contribution assumption: employee only about $491,255 at 4% or $327,504 at 6%; with 50% employer match about $327,504 at 4% or $218,336 at 6%; with 100% employer match about $245,628 at 4% or $163,752 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-226---
20182225$51,808,162$3,641,299$16,184iApproximate average salary by contribution assumption: employee only about $404,589 at 4% or $269,726 at 6%; with 50% employer match about $269,726 at 4% or $179,817 at 6%; with 100% employer match about $202,294 at 4% or $134,863 at 6%.
M Financial Holdings Incorporated 401K Plan-221$51,808,162$3,641,299$16,476iApproximate average salary by contribution assumption: employee only about $411,912 at 4% or $274,608 at 6%; with 50% employer match about $274,608 at 4% or $183,072 at 6%; with 100% employer match about $205,956 at 4% or $137,304 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-225---
20173214$59,952,032$3,544,707$16,564iApproximate average salary by contribution assumption: employee only about $414,101 at 4% or $276,068 at 6%; with 50% employer match about $276,068 at 4% or $184,045 at 6%; with 100% employer match about $207,051 at 4% or $138,034 at 6%.
M Financial Holdings Incorporated 401K Plan-214$59,952,032$3,544,707$16,564iApproximate average salary by contribution assumption: employee only about $414,101 at 4% or $276,068 at 6%; with 50% employer match about $276,068 at 4% or $184,045 at 6%; with 100% employer match about $207,051 at 4% or $138,034 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-213---
M Financial Holdings Incorporated Health and Welfare Master Plan-213---
20162202$53,133,630$2,700,248$13,368iApproximate average salary by contribution assumption: employee only about $334,189 at 4% or $222,793 at 6%; with 50% employer match about $222,793 at 4% or $148,528 at 6%; with 100% employer match about $167,095 at 4% or $111,396 at 6%.
M Financial Holdings Incorporated 401K Plan-169$53,133,630$2,700,248$15,978iApproximate average salary by contribution assumption: employee only about $399,445 at 4% or $266,297 at 6%; with 50% employer match about $266,297 at 4% or $177,531 at 6%; with 100% employer match about $199,722 at 4% or $133,148 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-202---
20152203$52,413,982$2,631,624$12,964iApproximate average salary by contribution assumption: employee only about $324,092 at 4% or $216,061 at 6%; with 50% employer match about $216,061 at 4% or $144,041 at 6%; with 100% employer match about $162,046 at 4% or $108,031 at 6%.
M Financial Holdings Incorporated 401K Plan-197$52,413,982$2,631,624$13,358iApproximate average salary by contribution assumption: employee only about $333,962 at 4% or $222,642 at 6%; with 50% employer match about $222,642 at 4% or $148,428 at 6%; with 100% employer match about $166,981 at 4% or $111,321 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-203---
20142199$52,303,880$2,857,183$14,358iApproximate average salary by contribution assumption: employee only about $358,943 at 4% or $239,295 at 6%; with 50% employer match about $239,295 at 4% or $159,530 at 6%; with 100% employer match about $179,471 at 4% or $119,648 at 6%.
M Financial Holdings Incorporated 401K Plan-190$52,303,880$2,857,183$15,038iApproximate average salary by contribution assumption: employee only about $375,945 at 4% or $250,630 at 6%; with 50% employer match about $250,630 at 4% or $167,087 at 6%; with 100% employer match about $187,973 at 4% or $125,315 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-199---
20132198$47,901,382$3,390,895$17,126iApproximate average salary by contribution assumption: employee only about $428,143 at 4% or $285,429 at 6%; with 50% employer match about $285,429 at 4% or $190,286 at 6%; with 100% employer match about $214,072 at 4% or $142,714 at 6%.
M Financial Holdings Incorporated 401K Plan-191$47,901,382$3,390,895$17,753iApproximate average salary by contribution assumption: employee only about $443,834 at 4% or $295,890 at 6%; with 50% employer match about $295,890 at 4% or $197,260 at 6%; with 100% employer match about $221,917 at 4% or $147,945 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-198---
20122193$38,680,379$2,980,883$15,445iApproximate average salary by contribution assumption: employee only about $386,125 at 4% or $257,416 at 6%; with 50% employer match about $257,416 at 4% or $171,611 at 6%; with 100% employer match about $193,062 at 4% or $128,708 at 6%.
M Financial Holdings Incorporated 401K Plan-181$38,680,379$2,980,883$16,469iApproximate average salary by contribution assumption: employee only about $411,724 at 4% or $274,483 at 6%; with 50% employer match about $274,483 at 4% or $182,989 at 6%; with 100% employer match about $205,862 at 4% or $137,241 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-193---
20112194$33,519,304$2,544,917$13,118iApproximate average salary by contribution assumption: employee only about $327,953 at 4% or $218,635 at 6%; with 50% employer match about $218,635 at 4% or $145,757 at 6%; with 100% employer match about $163,977 at 4% or $109,318 at 6%.
M Financial Holdings Incorporated 401K Plan-188$33,519,304$2,544,917$13,537iApproximate average salary by contribution assumption: employee only about $338,420 at 4% or $225,613 at 6%; with 50% employer match about $225,613 at 4% or $150,409 at 6%; with 100% employer match about $169,210 at 4% or $112,807 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-194---
20102191$31,878,036$2,777,377$14,541iApproximate average salary by contribution assumption: employee only about $363,531 at 4% or $242,354 at 6%; with 50% employer match about $242,354 at 4% or $161,569 at 6%; with 100% employer match about $181,766 at 4% or $121,177 at 6%.
M Financial Holdings Incorporated 401K Plan-186$31,878,036$2,777,377$14,932iApproximate average salary by contribution assumption: employee only about $373,303 at 4% or $248,869 at 6%; with 50% employer match about $248,869 at 4% or $165,913 at 6%; with 100% employer match about $186,652 at 4% or $124,434 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-191---
20092192$26,582,298$2,083,819$10,853iApproximate average salary by contribution assumption: employee only about $271,331 at 4% or $180,887 at 6%; with 50% employer match about $180,887 at 4% or $120,591 at 6%; with 100% employer match about $135,665 at 4% or $90,444 at 6%.
M Financial Holdings Incorporated 401K Plan-192$26,582,298$2,083,819$10,853iApproximate average salary by contribution assumption: employee only about $271,331 at 4% or $180,887 at 6%; with 50% employer match about $180,887 at 4% or $120,591 at 6%; with 100% employer match about $135,665 at 4% or $90,444 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-191---
20082191$19,689,819$2,394,555$12,537iApproximate average salary by contribution assumption: employee only about $313,423 at 4% or $208,949 at 6%; with 50% employer match about $208,949 at 4% or $139,299 at 6%; with 100% employer match about $156,712 at 4% or $104,474 at 6%.
M Financial Holdings Incorporated 401K Plan-168$19,689,819$2,394,555$14,253iApproximate average salary by contribution assumption: employee only about $356,333 at 4% or $237,555 at 6%; with 50% employer match about $237,555 at 4% or $158,370 at 6%; with 100% employer match about $178,166 at 4% or $118,778 at 6%.
M Financial Holdings Incorporated Health and Welfare Master Plan-191---
20075190$25,735,735$2,228,712$11,730iApproximate average salary by contribution assumption: employee only about $293,252 at 4% or $195,501 at 6%; with 50% employer match about $195,501 at 4% or $130,334 at 6%; with 100% employer match about $146,626 at 4% or $97,751 at 6%.
M Financial Holdings Incorporated 401K Plan-159$25,735,735$2,228,712$14,017iApproximate average salary by contribution assumption: employee only about $350,426 at 4% or $233,618 at 6%; with 50% employer match about $233,618 at 4% or $155,745 at 6%; with 100% employer match about $175,213 at 4% or $116,809 at 6%.
M FINANCIAL HOLDINGS INCORPORATED MEDICAL PLAN-190---
M FINANCIAL HOLDINGS INCORPORATED DENTAL PLAN-188---
M FINANCIAL HOLDINGS INCORPORATED LIFE INSURANCE PLAN-186---
M FINANCIAL HOLDINGS INCORPORATED DISABILITY PROTECTION-188---
20065187$23,489,015$4,372,414$23,382iApproximate average salary by contribution assumption: employee only about $584,547 at 4% or $389,698 at 6%; with 50% employer match about $389,698 at 4% or $259,799 at 6%; with 100% employer match about $292,274 at 4% or $194,849 at 6%.
M Financial Holdings Incorporated 401K Plan-159$23,489,015$4,372,414$27,499iApproximate average salary by contribution assumption: employee only about $687,486 at 4% or $458,324 at 6%; with 50% employer match about $458,324 at 4% or $305,550 at 6%; with 100% employer match about $343,743 at 4% or $229,162 at 6%.
M FINANCIAL HOLDINGS INCORPORATED DENTAL PLAN-184---
M FINANCIAL HOLDINGS INCORPORATED DISABILITY PROTECTION-183---
M FINANCIAL HOLDINGS INCORPORATED MEDICAL PLAN-187---
M FINANCIAL HOLDINGS INCORPORATED LIFE INSURANCE PLAN-181---
20051151$17,562,488$1,854,021$12,278iApproximate average salary by contribution assumption: employee only about $306,957 at 4% or $204,638 at 6%; with 50% employer match about $204,638 at 4% or $136,425 at 6%; with 100% employer match about $153,479 at 4% or $102,319 at 6%.
M Financial Holdings Incorporated 401K Plan-151$17,562,488$1,854,021$12,278iApproximate average salary by contribution assumption: employee only about $306,957 at 4% or $204,638 at 6%; with 50% employer match about $204,638 at 4% or $136,425 at 6%; with 100% employer match about $153,479 at 4% or $102,319 at 6%.
20041139$15,197,384$1,647,139$11,850iApproximate average salary by contribution assumption: employee only about $296,248 at 4% or $197,499 at 6%; with 50% employer match about $197,499 at 4% or $131,666 at 6%; with 100% employer match about $148,124 at 4% or $98,749 at 6%.
M Financial Holdings Incorporated 401K Plan-139$15,197,384$1,647,139$11,850iApproximate average salary by contribution assumption: employee only about $296,248 at 4% or $197,499 at 6%; with 50% employer match about $197,499 at 4% or $131,666 at 6%; with 100% employer match about $148,124 at 4% or $98,749 at 6%.
20031142$13,704,467$1,605,339$11,305iApproximate average salary by contribution assumption: employee only about $282,630 at 4% or $188,420 at 6%; with 50% employer match about $188,420 at 4% or $125,613 at 6%; with 100% employer match about $141,315 at 4% or $94,210 at 6%.
M Financial Holdings Incorporated 401K Plan-142$13,704,467$1,605,339$11,305iApproximate average salary by contribution assumption: employee only about $282,630 at 4% or $188,420 at 6%; with 50% employer match about $188,420 at 4% or $125,613 at 6%; with 100% employer match about $141,315 at 4% or $94,210 at 6%.
20021139$9,657,585$1,440,120$10,361iApproximate average salary by contribution assumption: employee only about $259,014 at 4% or $172,676 at 6%; with 50% employer match about $172,676 at 4% or $115,118 at 6%; with 100% employer match about $129,507 at 4% or $86,338 at 6%.
M Financial Holdings Incorporated 401K Plan-139$9,657,585$1,440,120$10,361iApproximate average salary by contribution assumption: employee only about $259,014 at 4% or $172,676 at 6%; with 50% employer match about $172,676 at 4% or $115,118 at 6%; with 100% employer match about $129,507 at 4% or $86,338 at 6%.
20013134$0$0-
M Financial Holdings Incorporated 401K Plan-134---
MANAGEMENT COMPENSATION GROUP, NORTHWEST, L.L.C. MATCHING RETIREMENT PLAN-0---
MANAGEMENT COMPENSATION GROUP, NORTHWEST, L.L.C. 401K RETIREMENT PLAN-0---
2000165$5,497,448$941,279$14,481iApproximate average salary by contribution assumption: employee only about $362,030 at 4% or $241,354 at 6%; with 50% employer match about $241,354 at 4% or $160,902 at 6%; with 100% employer match about $181,015 at 4% or $120,677 at 6%.
M Financial Holdings Incorporated 401K Plan-65$5,497,448$941,279$14,481iApproximate average salary by contribution assumption: employee only about $362,030 at 4% or $241,354 at 6%; with 50% employer match about $241,354 at 4% or $160,902 at 6%; with 100% employer match about $181,015 at 4% or $120,677 at 6%.
1999164$5,477,526$620,033$9,688iApproximate average salary by contribution assumption: employee only about $242,200 at 4% or $161,467 at 6%; with 50% employer match about $161,467 at 4% or $107,645 at 6%; with 100% employer match about $121,100 at 4% or $80,733 at 6%.
M Financial Holdings Incorporated 401K Plan-64$5,477,526$620,033$9,688iApproximate average salary by contribution assumption: employee only about $242,200 at 4% or $161,467 at 6%; with 50% employer match about $161,467 at 4% or $107,645 at 6%; with 100% employer match about $121,100 at 4% or $80,733 at 6%.