2023 Form 5500 filing — Paul Mueller Company Profit Sharing And Retirement Savings 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 20241003133858NAL0017174608001) for Paul Mueller Company Profit Sharing And Retirement Savings Plan, reported by Paul Mueller Company under EIN 44-0520907 and plan number 006. It reports 979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003133858NAL0017174608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paul Mueller Company
- EIN
- 44-0520907
- Plan number
- 006
- Location
- Springfield, MO
- Participants
- 979
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,196,933
- Net assets (EOY)
- $65,196,933
- Employer contributions
- $1,418,190
- Participant contributions
- $3,715,830
- Total income / additions
- $18,787,220
- Benefits paid
- $7,754,319
- Administrative expenses
- $133,851
- Total expenses
- $7,961,234
- Net increase / (decrease)
- $10,825,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $94,849 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $27,961 | not reported in the loaded dataset |
| The Whitlock Company Llp | AUDITOR | $10,975 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $66 | $0 |