2023 Form 5500 filing — Munger Bros., LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014163714NAL0013631603001) for Munger Bros., LLC 401(K) Plan, reported by Munger Bros., LLC under EIN 83-0382898 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163714NAL0013631603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Munger Bros., LLC
- EIN
- 83-0382898
- Plan number
- 001
- Location
- Delano, CA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,626,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,626,610
- Employer contributions
- $350,916
- Participant contributions
- $697,777
- Total income / additions
- $2,130,343
- Benefits paid
- $1,716,734
- Administrative expenses
- $6,912
- Total expenses
- $1,723,646
- Net increase / (decrease)
- $406,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $64,257 | not reported in the loaded dataset |
| Hicks Pension Services | THIRD PARTY ADMINISTRATO | $3,448 | $0 |