401k Plan data: MUNGER BROS., LLC 401(K) PLAN plan

MUNGER BROS., LLC 401(K) PLAN 401k Plan overview

Plan Name	MUNGER BROS., LLC 401(K) PLAN
Plan identification number	001

MUNGER BROS., LLC 401(K) 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 BROTHERS LLC has sponsored the creation of one or more 401k plans.

Company Name: MUNGER BROTHERS LLC

Employer identification number (EIN): 830382898

NAIC Classification: 113210
NAIC Description: Forest Nurseries and Gathering of Forest Products

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUNGER BROS., LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 STEPHANIE THIESSEN 2021-10-15 STEPHANIE THIESSEN 2021-10-15
001 2019-01-01 STEPHANIE THIESSEN 2020-10-14 CLIFF WOOLLEY 2020-10-15
001 2018-01-01 STEPHANIE THIESSEN 2019-10-15 CLIFF WOOLEY 2019-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	STEPHANIE THIESSEN	2021-10-15	STEPHANIE THIESSEN	2021-10-15
001	2019-01-01	STEPHANIE THIESSEN	2020-10-14	CLIFF WOOLLEY	2020-10-15
001	2018-01-01	STEPHANIE THIESSEN	2019-10-15	CLIFF WOOLEY	2019-10-15

Plan Statistics for MUNGER BROS., LLC 401(K) PLAN

401k plan membership statisitcs for MUNGER BROS., LLC 401(K) PLAN

Measure Date Value
2022: MUNGER BROS., LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 372
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 215
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 56
Total of all active and inactive participants 2022-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 271
Number of participants with account balances 2022-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MUNGER BROS., LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 282
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 44
Total of all active and inactive participants 2021-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 326
Number of participants with account balances 2021-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MUNGER BROS., LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 264
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 295
Number of participants with account balances 2020-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MUNGER BROS., LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 253
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 39
Total of all active and inactive participants 2019-01-01 292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 292
Number of participants with account balances 2019-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: MUNGER BROS., LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 262
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 25
Total of all active and inactive participants 2018-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 287
Number of participants with account balances 2018-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: MUNGER BROS., LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	372
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	215
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	56
Total of all active and inactive participants	2022-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	271
Number of participants with account balances	2022-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MUNGER BROS., LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	282
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	44
Total of all active and inactive participants	2021-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	326
Number of participants with account balances	2021-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MUNGER BROS., LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	264
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	295
Number of participants with account balances	2020-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MUNGER BROS., LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	253
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	39
Total of all active and inactive participants	2019-01-01	292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	292
Number of participants with account balances	2019-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: MUNGER BROS., LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	262
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	25
Total of all active and inactive participants	2018-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	287
Number of participants with account balances	2018-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on MUNGER BROS., LLC 401(K) PLAN

Measure	Date	Value
2022 : MUNGER BROS., LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$9,109
Total income from all sources (including contributions)	2022-12-31	$463,200
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$721,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$715,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,580,836
Value of total assets at end of year	2022-12-31	$7,220,851
Value of total assets at beginning of year	2022-12-31	$7,487,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,426
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$730,866
Participant contributions at end of year	2022-12-31	$3,569
Participant contributions at beginning of year	2022-12-31	$1,921
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$442,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$9,109
Other income not declared elsewhere	2022-12-31	$-1,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-258,386
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,219,913
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,478,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$6,426
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,496,927
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,508,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$718,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$976,321
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,116,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$407,879
Employer contributions (assets) at end of year	2022-12-31	$1,731
Employer contributions (assets) at beginning of year	2022-12-31	$316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$715,160
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	K.COE ISOM
Accountancy firm EIN	2022-12-31	942222122
2021 : MUNGER BROS., LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$9,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,039,485
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$861,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$857,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,379,535
Value of total assets at end of year	2021-12-31	$7,487,408
Value of total assets at beginning of year	2021-12-31	$6,299,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,375
Total interest from all sources	2021-12-31	$217
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$580,214
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$4,157
Participant contributions at end of year	2021-12-31	$1,921
Participant contributions at beginning of year	2021-12-31	$1,187
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$444,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$9,109
Administrative expenses (other) incurred	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$1,178,349
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,478,299
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,299,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$3,225
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,508,850
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,294,255
Interest on participant loans	2021-12-31	$217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$976,321
Net investment gain/loss from pooled separate accounts	2021-12-31	$659,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$354,564
Employer contributions (assets) at end of year	2021-12-31	$316
Employer contributions (assets) at beginning of year	2021-12-31	$351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$857,761
Contract administrator fees	2021-12-31	$150
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	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	K.COE ISOM
Accountancy firm EIN	2021-12-31	480567703
2020 : MUNGER BROS., LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,743,513
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$405,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$392,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$869,068
Value of total assets at end of year	2020-12-31	$6,299,950
Value of total assets at beginning of year	2020-12-31	$4,961,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,463
Total interest from all sources	2020-12-31	$415
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$525,287
Participant contributions at end of year	2020-12-31	$4,157
Participant contributions at beginning of year	2020-12-31	$13,402
Participant contributions at end of year	2020-12-31	$1,187
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,359
Other income not declared elsewhere	2020-12-31	$1,426
Administrative expenses (other) incurred	2020-12-31	$42
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$4,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,338,323
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,299,950
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,961,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$2,646
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,294,255
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,943,495
Interest on participant loans	2020-12-31	$415
Net investment gain/loss from pooled separate accounts	2020-12-31	$872,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$339,422
Employer contributions (assets) at end of year	2020-12-31	$351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$392,727
Contract administrator fees	2020-12-31	$9,775
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	K.COE ISOM
Accountancy firm EIN	2020-12-31	480567703
2019 : MUNGER BROS., LLC 401(K) 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	$5,359
Total income from all sources (including contributions)	2019-12-31	$1,653,545
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$483,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$474,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$821,565
Value of total assets at end of year	2019-12-31	$4,961,627
Value of total assets at beginning of year	2019-12-31	$3,796,978
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,698
Total interest from all sources	2019-12-31	$1,236
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
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
Contributions received from participants	2019-12-31	$491,103
Participant contributions at end of year	2019-12-31	$13,402
Participant contributions at beginning of year	2019-12-31	$48,237
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$5,359
Other income not declared elsewhere	2019-12-31	$1,057
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$4,730
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
Income. Non cash contributions	2019-12-31	$10,185
Value of net income/loss	2019-12-31	$1,170,008
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,961,627
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,791,619
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
Investment advisory and management fees	2019-12-31	$2,198
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,943,495
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,748,741
Interest on participant loans	2019-12-31	$1,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$829,687
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	No
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	$315,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$474,839
Contract administrator fees	2019-12-31	$6,500
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	K.COE ISOM
Accountancy firm EIN	2019-12-31	480567703

Form 5500 Responses for MUNGER BROS., LLC 401(K) PLAN

2022: MUNGER BROS., LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MUNGER BROS., LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MUNGER BROS., LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MUNGER BROS., LLC 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MUNGER BROS., LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

814508

Policy instance

Insurance contract or identification number	814508
Number of Individuals Covered	208
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $36,659
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36,659
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133448

Policy instance

Insurance contract or identification number	133448
Number of Individuals Covered	235
Insurance policy start date	2021-02-16
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $35,320
Total amount of fees paid to insurance company	USD $412
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,747
Insurance broker organization code?	3
Amount paid for insurance broker fees	412
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133448

Policy instance

Insurance contract or identification number	133448
Number of Individuals Covered	278
Insurance policy start date	2020-02-16
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $21,096
Total amount of fees paid to insurance company	USD $8,090
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,096
Insurance broker organization code?	3
Amount paid for insurance broker fees	8090
Additional information about fees paid to insurance broker	TPA FEES & TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133448

Policy instance

Insurance contract or identification number	133448
Insurance policy start date	2019-02-16
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $21,431
Total amount of fees paid to insurance company	USD $6,202
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,431
Insurance broker organization code?	3
Amount paid for insurance broker fees	6202
Additional information about fees paid to insurance broker	TPA COMPENSATION, TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

133448

Policy instance

Insurance contract or identification number	133448
Number of Individuals Covered	326
Insurance policy start date	2018-02-16
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $12,745
Total amount of fees paid to insurance company	USD $18,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,745
Insurance broker organization code?	3
Amount paid for insurance broker fees	18269
Additional information about fees paid to insurance broker	TPA FEES, TPA COMPENSATION, OTHER

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Company Name:	MUNGER BROTHERS LLC
Employer identification number (EIN):	830382898
NAIC Classification:	113210
NAIC Description:	Forest Nurseries and Gathering of Forest Products