Mueller Services, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Mueller Services, Inc.)
Plain-English plan 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, Mueller Services, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Mueller Services, Inc. under EIN 16-1560000 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,219 participants and $1,929,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mueller Services, Inc.
- EIN
- 16-1560000
- Plan number
- 001
- Plan type
- 2
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 1,219
- End-of-year plan assets
- $1,929,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,219 | H, C | 20241014103749NAL0025939361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,929,643
- Total liabilities (EOY)
- $8,755
- Net assets (EOY)
- $1,920,888
- Net assets (BOY)
- $1,525,853
Income & contributions
- Participant contributions
- $244,158
- Total contributions
- $266,158
- Total income / additions
- $577,019
Expenses & distributions
- Benefits paid
- $162,501
- Administrative expenses
- $19,483
- Total expenses
- $181,984
- Net increase / (decrease)
- $395,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Inc Co Of America | RECORDKEEPER | $11,057 | $0 | 2023 |
| Pps Pension Services | THIRDPARTYADMINISTRATOR | $4,623 | $1,297 | 2023 |
| Cardaret Grant & Co Inc | INVESTMENT ADVISOR | $3,988 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $1,451 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mueller Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tonawanda, NY
- Empower Annuity Inc Co Of America — Schedule C compensation
- Pps Pension Services — Schedule C compensation
- Cardaret Grant & Co Inc — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation