Kelly & Muehler Profit Sharing Plan — Form 5500 plan (Kelly & Muehler, P.L.L.P.)
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, Kelly & Muehler Profit Sharing Plan is a benefit plan reported by Kelly & Muehler, P.L.L.P. under EIN 41-1710187 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $951,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly & Muehler, P.L.L.P.
- EIN
- 41-1710187
- Plan number
- 001
- Plan type
- 2
- Location
- Medina, MN
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $951,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241008084506NAL0016347153001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $951,973
- Net assets (EOY)
- $951,973
- Net assets (BOY)
- $835,005
Income & contributions
- Employer contributions
- $20,130
- Participant contributions
- $60,000
- Total income / additions
- $174,029
Expenses & distributions
- Benefits paid
- $57,000
- Total expenses
- $57,061
- Net increase / (decrease)
- $116,968
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.