M Financial Holdings Incorporated

Oregon
Registered In
04/08/1996
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

M Financial Holdings Incorporated at 1125 NW Couch ST STE 900, Portland, Or 97209 lists Russell Bundschuh and David W Schutt of Portland, OR as the associates.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Foreign Business Corporation
Status
Active
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David W Schutt Registered Agent
1125 NW COUCH ST STE 900, PORTLAND, OR 97209
Russell Bundschuh President
1125 NW COUCH ST STE 900, PORTLAND, OR 97209
David W Schutt Secretary
1125 NW COUCH ST STE 900, PORTLAND, OR 97209
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1125 NW COUCH ST STE 900, PORTLAND, OR 97209 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

M Financial Group
Portland, OR
M Financial Wealth Management, Inc.
Portland, OR
M Financial Wealth Partners
Portland, OR
M Marketing Company
Portland, OR
M Wealth
Portland, OR
Management Partnership
Portland, OR

Financial Information for M Financial Holdings Incorporated

Form 5500

M FINANCIAL HOLDINGS INCORPORATED

1125 NW Couch Street, Suite 900, Portland, Or 97209 (503) 232-6960 EIN:93-1189872 Plan Admin:Jennifer Congdon
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameM FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN Plan #505 Participants BOY/EOY289 / 0 Assets BOY/EOY$0 / $0 2023 M FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN - Plan #505 289 / 0 $0 / $0
2022 Plan NameM FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Plan #002 Participants BOY/EOY402 / 430 Assets BOY/EOY$84,002,642 / $70,577,849 2022 M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN - Plan #002 402 / 430 $84,002,642 / $70,577,849
2022 Plan NameM FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN Plan #505 Participants BOY/EOY247 / 0 Assets BOY/EOY$0 / $0 2022 M FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN - Plan #505 247 / 0 $0 / $0
2021 Plan NameM FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Plan #002 Participants BOY/EOY359 / 402 Assets BOY/EOY$71,919,867 / $84,002,642 2021 M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN - Plan #002 359 / 402 $71,919,867 / $84,002,642
2021 Plan NameM FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN Plan #505 Participants BOY/EOY199 / 0 Assets BOY/EOY$0 / $0 2021 M FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN - Plan #505 199 / 0 $0 / $0
2020 Plan NameM FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Plan #002 Participants BOY/EOY346 / 349 Assets BOY/EOY$64,742,023 / $71,919,867 2020 M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN - Plan #002 346 / 349 $64,742,023 / $71,919,867
2020 Plan NameM FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN Plan #505 Participants BOY/EOY236 / 0 Assets BOY/EOY$0 / $0 2020 M FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN - Plan #505 236 / 0 $0 / $0
2019 Plan NameM FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN Plan #002 Participants BOY/EOY330 / 338 Assets BOY/EOY$51,808,162 / $64,742,023 2019 M FINANCIAL HOLDINGS INCORPORATED 401(K) PLAN - Plan #002 330 / 338 $51,808,162 / $64,742,023
2019 Plan NameM FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN Plan #505 Participants BOY/EOY236 / 0 Assets BOY/EOY$0 / $0 2019 M FINANCIAL HOLDINGS INCORPORATED HEALTH AND WELFARE MASTER PLAN - Plan #505 236 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

M FINANCIAL HOLDINGS INCORPORATED

1125 NW COUCH ST Suite 900, PORTLAND, OR 97209-4129 Industry:Reinsurance Carriers
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$4,200,000 Forgiven$4,253,507 LenderWashington Trust Bank Jobs232 04/14/2020 $4,200,000 $4,253,507 Washington Trust Bank 232
PPP Loans based on Paycheck Protection Program.
Address Match:1125 Nw Couch St Ste 900 Portland, OR
East Providence, RI Portland, OR View Report
M Financial Holdings Incorporated Registered in Vermont
Jeffersonville, VT Portland, OR View Report
M Financial Holdings Incorporated Registered in New Mexico
Dover, DE Espanola, NM (1 more) View Report
Portland, OR View Report
M Financial Securities Marketing, Inc Registered in Washington
Portland, OR View Report
Portland, OR View Report
M Holdings Securities, Inc. Registered in Wyoming
Cheyenne, WY Portland, OR View Report
M Life Insurance Company Registered in Oregon
Portland, OR View Report
Management Compensation Group, Northwest, LLC Registered in Massachusetts
Boston, MA Portland, OR View Report
Glen Allen, VA Portland, OR View Report
M Insurance Solutions, Inc. Registered in Kansas
Portland, OR Topeka, KS View Report
M Holdings Securities, Inc. Registered in Colorado
Centennial, CO Portland, OR View Report
M Insurance Solutions, Inc. Registered in New Hampshire
Portland, OR View Report
M Insurance Solutions, Inc. Registered in Alaska
Portland, OR View Report
M Benefit Solutions Registered in Minnesota
Portland, OR View Report
M Settlements, LLC Registered in Minnesota
Mpls, MN Portland, OR View Report
M Settlements LLC Registered in Tennessee
Nashville, TN Portland, OR View Report
M Settlements LLC Registered in North Dakota
Bismarck, ND Portland, OR View Report
M Settlements LLC Registered in North Carolina
Portland, OR View Report
M Settlements, LLC Registered in Texas
Portland, OR View Report
Address Match:1125 Nw Couch St Portland, OR
Avangrid Arizona Renewables, LLC Registered in Oregon
Portland, OR Salem, OR View Report
Colorado Green Holdings, LLC Registered in Oregon
Portland, OR Salem, OR View Report
Klamath Generation LLC Registered in Oregon
Portland, OR Salem, OR View Report
M Administrative Services, LLC Registered in Oregon
Portland, OR View Report
M Holdings Securities, Inc. Registered in Tennessee
Knoxville, TN Portland, OR View Report
M Insurance Solutions, Inc. Registered in California
New York, NY Glendale, CA (1 more) View Report
Portland, OR View Report
Portland, OR Salem, OR View Report
M Insurance Solutions, Inc. Registered in Idaho
Portland, OR View Report
Management Compensation Group, Northwest, LLC Registered in North Carolina
Portland, OR Raleigh, NC View Report
M Financial Investment Advisers, Inc. Registered in Colorado
Denver, CO Portland, OR View Report
Blue Northern LLC Registered in Oregon
Portland, OR Salem, OR View Report
Pacific Solar Investments, Inc. Registered in Oregon
Portland, OR Salem, OR View Report
Penascal II Wind Project LLC Registered in Oregon
Portland, OR View Report
Scenic Vista Wind Power, LLC Registered in Oregon
Portland, OR Salem, OR View Report
Aeolus Wind Power I LLC Registered in California
Portland, OR (1 more) View Report
Compass Advisors Ria, LLC Registered in California
Portland, OR (1 more) View Report
Enstor Colorado, LLC Registered in Colorado
Centennial, CO Portland, OR View Report
Related Business Names:
M Financial Holdings Incorporated Registered in New Jersey
View Report
M Financial Holdings Incorporated Registered in West Virginia
Charleston, WV Portland, OR View Report
M Financial Holdings Incorporated Registered in New York
Portland, OR View Report
Columbus, OH Portland, OR View Report
M Financial Holdings Incorporated Registered in Massachusetts
Portland, OR View Report
M Financial Holdings Incorporated Registered in Pennsylvania
Philadelphia, PA Portland, OR View Report
M Financial Holdings Incorporated Registered in Arizona
Phoenix, AZ Portland, OR (1 more) View Report
M Financial Holdings Incorporated Registered in Nevada
Portland, OR View Report
M Financial Holdings Incorporated Registered in California
Portland, OR View Report
M Financial Holdings Incorporated Registered in North Dakota
Bismarck, ND Portland, OR View Report
Midvale, UT Portland, OR View Report
M Financial Holdings Incorporated Registered in Montana
Missoula, MT Portland, OR View Report
M Financial Holdings Incorporated Registered in North Carolina
Portland, OR Raleigh, NC View Report
M Financial Holdings Incorporated Registered in Missouri
Portland, OR View Report
M Financial Holdings Incorporated Registered in Arkansas
View Report
M Financial Holdings Incorporated Registered in Texas
Dallas, TX Los Angeles, CA View Report
M Financial Holdings Incorporated Registered in Oklahoma
Oklahoma City, OK Portland, OR View Report
Person/City Match:David W Schutt - Portland, OR
M Financial Securities Marketing, Inc. Registered in West Virginia
Charleston, WV Portland, OR View Report
M Holdings Securities, Inc. Registered in West Virginia
Charleston, WV Portland, OR View Report
M Administrative Services, LLC Registered in California
Portland, OR View Report
Portland, OR View Report
Phoenix, AZ Portland, OR View Report
M Financial Wealth Solutions, Inc. Registered in Oregon
Portland, OR View Report
M Holdings Securities, Inc. Registered in Oregon
Portland, OR View Report
M Holdings Securities, Inc. Registered in California
Portland, OR Los Angeles, CA View Report
M Insurance Solutions, Inc. Registered in Oregon
Portland, OR View Report
M Holdings Securities, Inc. Registered in Georgia
Portland, OR View Report
Portland, OR View Report
M Subco, Inc. Registered in Oregon
Portland, OR View Report
Mhs Massachusetts Insurance, Inc. Registered in Massachusetts
Boston, MA Portland, OR View Report
M Financial Securities Marketing, Inc. Registered in North Carolina
Portland, OR View Report
Person/City Match:Russell Bundschuh - Portland, OR
M Financial Holdings Incorporated Registered in Mississippi
Portland, OR View Report

The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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