Mueller Funeral Homes Of Ozaukee County, Inc. Retirement Plan — Form 5500 plan (Mueller Funeral Homes Of Ozaukee County, 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 Funeral Homes Of Ozaukee County, Inc. Retirement Plan is a benefit plan reported by Mueller Funeral Homes Of Ozaukee County, Inc. under EIN 39-1716410 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,403,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mueller Funeral Homes Of Ozaukee County, Inc.
- EIN
- 39-1716410
- Plan number
- 001
- Plan type
- 2
- Location
- Cedarburg, WI
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,403,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240621074801NAL0002282737001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,403,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,403,897
- Net assets (BOY)
- $1,103,541
Income & contributions
- Employer contributions
- $19,392
- Participant contributions
- $54,700
- Total income / additions
- $300,381
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $25
- Total expenses
- $25
- Net increase / (decrease)
- $300,356
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.