401k Plan data: MTO PROFIT SHARING PLAN plan

MTO PROFIT SHARING PLAN 401k Plan overview

Plan Name	MTO PROFIT SHARING PLAN
Plan identification number	003

MTO PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MUNGER TOLLES & OLSON has sponsored the creation of one or more 401k plans.

Company Name: MUNGER TOLLES & OLSON

Employer identification number (EIN): 952156481

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MTO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01 STEPHEN ROSE
003 2015-01-01 STEPHEN ROSE
003 2014-01-01 STEPHEN D. ROSE

Plan Statistics for MTO PROFIT SHARING PLAN

401k plan membership statisitcs for MTO PROFIT SHARING PLAN

Measure Date Value
2019: MTO PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 278
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 109
Total of all active and inactive participants 2019-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 4
Total participants 2019-01-01 391
Number of participants with account balances 2019-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MTO PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 298
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 103
Total of all active and inactive participants 2018-01-01 401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 403
Number of participants with account balances 2018-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MTO PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 318
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 93
Total of all active and inactive participants 2017-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 412
Number of participants with account balances 2017-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MTO PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 328
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 86
Total of all active and inactive participants 2016-01-01 414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 416
Number of participants with account balances 2016-01-01 318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MTO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 262
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 76
Total of all active and inactive participants 2015-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 341
Number of participants with account balances 2015-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MTO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 253
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 80
Total of all active and inactive participants 2014-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 335
Number of participants with account balances 2014-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2019: MTO PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	278
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	109
Total of all active and inactive participants	2019-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	4
Total participants	2019-01-01	391
Number of participants with account balances	2019-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MTO PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	298
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	103
Total of all active and inactive participants	2018-01-01	401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	403
Number of participants with account balances	2018-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MTO PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	318
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	93
Total of all active and inactive participants	2017-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	412
Number of participants with account balances	2017-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MTO PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	328
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	86
Total of all active and inactive participants	2016-01-01	414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	416
Number of participants with account balances	2016-01-01	318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MTO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	262
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	76
Total of all active and inactive participants	2015-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	341
Number of participants with account balances	2015-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MTO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	253
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	80
Total of all active and inactive participants	2014-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	335
Number of participants with account balances	2014-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on MTO PROFIT SHARING PLAN

Measure	Date	Value
2019 : MTO PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$21,465,270
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,413,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,359,066
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-11,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,406,044
Value of total assets at end of year	2019-12-31	$97,271,908
Value of total assets at beginning of year	2019-12-31	$83,219,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$65,548
Total interest from all sources	2019-12-31	$37,500
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,237,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,237,912
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at end of year	2019-12-31	$581,650
Participant contributions at beginning of year	2019-12-31	$555,146
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$12,948,668
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$12,146,156
Other income not declared elsewhere	2019-12-31	$2,015,011
Administrative expenses (other) incurred	2019-12-31	$65,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$14,052,200
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$97,271,908
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$83,219,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$71,388,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$59,632,945
Interest on participant loans	2019-12-31	$37,500
Value of interest in common/collective trusts at end of year	2019-12-31	$8,947,488
Value of interest in common/collective trusts at beginning of year	2019-12-31	$7,916,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,659,340
Net investment gain or loss from common/collective trusts	2019-12-31	$2,109,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,406,044
Employer contributions (assets) at end of year	2019-12-31	$3,406,044
Employer contributions (assets) at beginning of year	2019-12-31	$2,968,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,359,066
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOULTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN	2019-12-31	954345526
2018 : MTO PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-1,213,271
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,777,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,674,981
Expenses. Certain deemed distributions of participant loans	2018-12-31	$33,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,968,648
Value of total assets at end of year	2018-12-31	$83,219,708
Value of total assets at beginning of year	2018-12-31	$88,210,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$68,428
Total interest from all sources	2018-12-31	$28,035
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,111,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,111,364
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Participant contributions at end of year	2018-12-31	$555,146
Participant contributions at beginning of year	2018-12-31	$482,985
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$12,146,156
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$11,886,499
Other income not declared elsewhere	2018-12-31	$-465,248
Administrative expenses (other) incurred	2018-12-31	$68,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-4,990,390
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$83,219,708
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$88,210,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$59,632,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$73,153,692
Interest on participant loans	2018-12-31	$28,035
Value of interest in common/collective trusts at end of year	2018-12-31	$7,916,813
Value of interest in common/collective trusts at beginning of year	2018-12-31	$31,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,613,080
Net investment gain or loss from common/collective trusts	2018-12-31	$-242,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,968,648
Employer contributions (assets) at end of year	2018-12-31	$2,968,648
Employer contributions (assets) at beginning of year	2018-12-31	$2,655,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,674,981
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2018-12-31	954345526
2017 : MTO PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$16,392,653
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,197,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,127,258
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,655,006
Value of total assets at end of year	2017-12-31	$88,210,098
Value of total assets at beginning of year	2017-12-31	$77,014,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$68,559
Total interest from all sources	2017-12-31	$25,162
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,055,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,055,384
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Participant contributions at end of year	2017-12-31	$482,985
Participant contributions at beginning of year	2017-12-31	$443,352
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$11,886,499
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$10,328,938
Other income not declared elsewhere	2017-12-31	$1,521,211
Administrative expenses (other) incurred	2017-12-31	$68,559
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$11,195,499
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$88,210,098
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$77,014,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$73,153,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$63,552,988
Interest on participant loans	2017-12-31	$25,162
Value of interest in common/collective trusts at end of year	2017-12-31	$31,916
Value of interest in common/collective trusts at beginning of year	2017-12-31	$10,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$11,135,590
Net investment gain or loss from common/collective trusts	2017-12-31	$300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,655,006
Employer contributions (assets) at end of year	2017-12-31	$2,655,006
Employer contributions (assets) at beginning of year	2017-12-31	$2,679,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,127,258
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2017-12-31	954345526
2016 : MTO PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$6,988,508
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,700,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,590,070
Expenses. Certain deemed distributions of participant loans	2016-12-31	$11,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,711,342
Value of total assets at end of year	2016-12-31	$77,014,599
Value of total assets at beginning of year	2016-12-31	$73,726,399
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$98,694
Total interest from all sources	2016-12-31	$16,903
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$999,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$999,684
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$443,352
Participant contributions at beginning of year	2016-12-31	$378,313
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$10,328,938
Other income not declared elsewhere	2016-12-31	$614
Administrative expenses (other) incurred	2016-12-31	$98,694
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$14,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$32,230
Value of net income/loss	2016-12-31	$3,288,200
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$77,014,599
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$73,726,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$63,552,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$63,388,949
Interest on participant loans	2016-12-31	$16,903
Value of interest in common/collective trusts at end of year	2016-12-31	$10,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,542,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,542,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,259,942
Net investment gain or loss from common/collective trusts	2016-12-31	$23
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,679,112
Employer contributions (assets) at end of year	2016-12-31	$2,679,112
Employer contributions (assets) at beginning of year	2016-12-31	$2,557,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,590,070
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$43,650
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$4,801,058
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DREYER, ROBBINS & ASSOCIATES
Accountancy firm EIN	2016-12-31	953683517
2015 : MTO PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-78,282
Total unrealized appreciation/depreciation of assets	2015-12-31	$-78,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,703,454
Total loss/gain on sale of assets	2015-12-31	$-57,584
Total of all expenses incurred	2015-12-31	$1,067,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$954,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,557,281
Value of total assets at end of year	2015-12-31	$73,726,399
Value of total assets at beginning of year	2015-12-31	$72,090,567
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$112,909
Total interest from all sources	2015-12-31	$17,916
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,768,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,700,123
Administrative expenses professional fees incurred	2015-12-31	$62,432
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$378,313
Participant contributions at beginning of year	2015-12-31	$330,518
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$1,839
Total non interest bearing cash at end of year	2015-12-31	$14,603
Total non interest bearing cash at beginning of year	2015-12-31	$175,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$1,635,832
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$73,726,399
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$72,090,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$2,099
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$63,388,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$60,001,846
Interest on participant loans	2015-12-31	$17,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,542,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$3,061,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$3,061,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-3,505,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,557,281
Employer contributions (assets) at end of year	2015-12-31	$2,557,281
Employer contributions (assets) at beginning of year	2015-12-31	$3,864,103
Income. Dividends from common stock	2015-12-31	$67,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$954,713
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$43,650
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$48,378
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$4,801,058
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$4,657,599
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$5,022,799
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$5,080,383
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DREYER, ROBBINS & ASSOCIATES
Accountancy firm EIN	2015-12-31	953683517
2014 : MTO PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$71,783,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$307,394
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$307,394
Value of total assets at end of year	2014-12-31	$72,090,567
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$330,518
Total non interest bearing cash at end of year	2014-12-31	$175,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$307,394
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$72,090,567
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$60,001,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$3,061,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$307,394
Employer contributions (assets) at end of year	2014-12-31	$3,864,103
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$4,657,599
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	DREYER, ROBBINS & ASSOCIATES
Accountancy firm EIN	2014-12-31	953683517

Form 5500 Responses for MTO PROFIT SHARING PLAN

2019: MTO PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MTO PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MTO PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MTO PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MTO PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MTO PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MUNGER TOLLES & OLSON
Employer identification number (EIN):	952156481
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers