How big is M&D Financial's plan?

M&D Financial's plan reported $394K in assets and 9 participants for 2024.

Original filing (PDF)20250728114807NAL0001972545001

M&D Financial

Name: M&D Financial — M&D Financial 401(k) Profit Sharing, Form 5500 (2024)
Creator: M&D Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M&D Financial 401(k) Profit Sharing Plan

401(k) retirement plan · M&D Financial's M&D Financial 401(k) Profit Sharing Plan held $394K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

People on this filing

Patrick Delaney signed M&D Financial's 2024 Form 5500 as plan administrator.

Patrick Delaney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

M&D Financial's EIN is 26-2266712.

EIN 26-2266712

Plan number 001

Plan year 2024

ACK ID 20250728114807NAL0001972545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M&D Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M&D Financial's plan includes profit-sharing, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M&D FINANCIAL.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score