2023 Form 5500 filing — Mto 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 20250107124739NAL0005169523001) for Mto Profit Sharing Plan, reported by Munger, Tolles & Olson Llp under EIN 95-2156481 and plan number 003. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$109.2MReported net assets$109,239,805
Participants391
Provider compensation$68.3K3 Schedule C row(s)$68,338
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250107124739NAL0005169523001
Plan sponsor
Munger, Tolles & Olson Llp
EIN
95-2156481
Plan number
003
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$109.2M total assets
Net assets$109.2MLiabilities$0
Money in vs. money out
Total income / additions$19.5M
Total expenses$7.6M
Benefits paid / distributions$7.5M
Contributions
Employer$3.8M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$109,239,805
Total liabilities (EOY)
$0
Net assets (EOY)
$109,239,805
Employer contributions
$3,821,017
Total income / additions
$19,522,498
Benefits paid
$7,485,213
Administrative expenses
$69,388
Total expenses
$7,554,601
Net increase / (decrease)
$11,967,897

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wells Fargo Bank, N.A.SERVICE PROVIDER$38,961not reported in the loaded dataset
Capfinancial Partners, LLCSERVICE PROVIDER$18,627not reported in the loaded dataset
KravitzSERVICE PROVIDER$10,750not reported in the loaded dataset

Related Form 5500 pages