M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN
Plan Contact
- Address: 1125 NW COUCH STREET, SUITE 900,PORTLAND,OR
- Contact person: JENN CONGDON
- Phone: (503) 232-6960
Plan General Information
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN is $81,360,111.00.This plan was established in 1986.
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN is 430
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN is $189,209.00
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN is $9,149.00.
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN is approximately $2,134.00
Investing in this additonal $2,134.00 for 20 years would give you extra $136,604.00, assuming a 10% annual return.
Investing in this additonal $2,134.00 for 20 years would give you extra $136,604.00, assuming a 10% annual return.
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Total Employer Contribution and Match Rate
In 2023, M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN allocates $917,813.00 to match its employees' contributions, providing an employer match rate of 25.43% of their contributions
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN is 15.28%.
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN is 18.07%. This measures the effectiveness of the plan participants' investments in the year.
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN is 0.05%.
Enrollment Features
M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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