Mto 401(K) Profit Sharing Plan — Form 5500 plan (Munger, Tolles & Olson Llp)
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, Mto 401(K) Profit Sharing Plan is a benefit plan reported by Munger, Tolles & Olson Llp under EIN 95-2156481 and plan number 001. The latest loaded filing year is 2023. The filing reports 782 participants and $219,133,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Munger, Tolles & Olson Llp
- EIN
- 95-2156481
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 782
- End-of-year plan assets
- $219,133,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 782 | H, C | 20240507144502NAL0024745763001 |
| 2023 | 827 | H, C | 20241218114346NAL0002075523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $247,660,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $247,660,443
- Net assets (BOY)
- $219,133,768
Income & contributions
- Employer contributions
- $2,248,525
- Participant contributions
- $6,009,597
- Total contributions
- $8,806,254
- Total income / additions
- $43,775,295
Expenses & distributions
- Benefits paid
- $15,107,466
- Administrative expenses
- $141,154
- Total expenses
- $15,248,620
- Net increase / (decrease)
- $28,526,675
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | RECORDKEEPER/BOOKKEEPER | $109,277 | $0 | 2023 |
| Wells Fargo Bank, N.A. | SERVICE PROVIDER | $96,954 | $0 | 2023 |
| Capfinancial Partners, LLC | SERVICE PROVIDER | $24,230 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners, LLC | INVESTMENT ADVISORY | $18,627 | not reported in the loaded dataset | 2023 |
| Kravitz, Inc. | INVESTMENT ADVISORY | $13,250 | not reported in the loaded dataset | 2023 |
| Kravitz Professional Services | SERVICE PROVIDER | $7,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Munger, Tolles & Olson Llp
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Wells Fargo Bank, N.A. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Cap Financial Partners, LLC — Schedule C compensation
- Kravitz, Inc. — Schedule C compensation
- Kravitz Professional Services — Schedule C compensation