Munger Bros., LLC 401(K) Plan — Form 5500 plan (Munger Bros., LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Munger Bros., LLC 401(K) Plan is a benefit plan reported by Munger Bros., LLC under EIN 83-0382898 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $7,626,610 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Munger Bros., LLC
EIN
83-0382898
Plan number
001
Plan type
2
Location
Delano, CA
Latest filing year
2023
Participants
262
End-of-year plan assets
$7,626,610

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241014163714NAL0013631603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,626,610
Total liabilities (EOY)
$0
Net assets (EOY)
$7,626,610
Net assets (BOY)
$7,219,913

Income & contributions

Employer contributions
$350,916
Participant contributions
$697,777
Total contributions
$1,051,615
Total income / additions
$2,130,343

Expenses & distributions

Benefits paid
$1,716,734
Administrative expenses
$6,912
Total expenses
$1,723,646
Net increase / (decrease)
$406,697

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupRECORDKEEPER$64,257not reported in the loaded dataset2023
Hicks Pension ServicesTHIRD PARTY ADMINISTRATO$3,448$02023

Related Form 5500 pages