How big is M Advisors Inc.'s plan?

M Advisors Inc.'s plan reported $543K in assets and 1 participants for 2022.

Original filing (PDF)20231005140032NAL0021776113001

M Advisors Inc.

Name: M Advisors Inc. — M Advisors Inc. Cash Balance Plan, Form 5500 (2022)
Creator: M Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M Advisors Inc. Cash Balance Plan

Defined-benefit pension plan · M Advisors Inc.'s M Advisors Inc. Cash Balance Plan held $543K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

Plan identifiers

M Advisors Inc.'s EIN is 85-3707306.

EIN 85-3707306

Plan number 001

Plan year 2022

ACK ID 20231005140032NAL0021776113001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for M Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

M Advisors Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score