Mueller & Co. Savings And Profit Sharing Plan — Form 5500 plan (Mueller & Co., Llp)

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 & Co. Savings And Profit Sharing Plan is a benefit plan reported by Mueller & Co., Llp under EIN 36-2658780 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $14,665,333 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mueller & Co., Llp
EIN
36-2658780
Plan number
001
Plan type
2
Location
Elgin, IL
Latest filing year
2023
Participants
231
End-of-year plan assets
$14,665,333

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241015145024NAL0014882595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,665,333
Total liabilities (EOY)
$925,064
Net assets (EOY)
$13,740,269
Net assets (BOY)
$28,529,639

Income & contributions

Employer contributions
$443,432
Participant contributions
$1,651,437
Total contributions
$2,094,869
Total income / additions
$6,936,338

Expenses & distributions

Benefits paid
$21,704,008
Administrative expenses
$21,700
Total expenses
$21,725,708
Net increase / (decrease)
-$14,789,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business ServicesRECORDKEEPER AND TPA$17,333not reported in the loaded dataset2023

Related Form 5500 pages