2023 Form 5500 filing — Mto 401(K) Profit Sharing 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 20241218114346NAL0002075523001) for Mto 401(K) Profit Sharing Plan, reported by Munger, Tolles & Olson Llp under EIN 95-2156481 and plan number 001. It reports 827 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218114346NAL0002075523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Munger, Tolles & Olson Llp
- EIN
- 95-2156481
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 827
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $247,660,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $247,660,443
- Employer contributions
- $2,248,525
- Participant contributions
- $6,009,597
- Total income / additions
- $43,775,295
- Benefits paid
- $15,107,466
- Administrative expenses
- $141,154
- Total expenses
- $15,248,620
- Net increase / (decrease)
- $28,526,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Bank, N.A. | RECORDKEEPER/BOOKKEEPER | $109,277 | $0 |
| Wells Fargo Bank, N.A. | SERVICE PROVIDER | $96,954 | $0 |
| Capfinancial Partners, LLC | SERVICE PROVIDER | $24,230 | not reported in the loaded dataset |
| Cap Financial Partners, LLC | INVESTMENT ADVISORY | $18,627 | not reported in the loaded dataset |
| Kravitz, Inc. | INVESTMENT ADVISORY | $13,250 | not reported in the loaded dataset |
| Kravitz Professional Services | SERVICE PROVIDER | $7,750 | not reported in the loaded dataset |