Mueller-Yurgae Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mueller-Yurgae Associates, 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-Yurgae Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mueller-Yurgae Associates, Inc. under EIN 42-1034361 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $18,938,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mueller-Yurgae Associates, Inc.
- EIN
- 42-1034361
- Plan number
- 001
- Plan type
- 2
- Location
- Grimes, IA
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $18,938,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241015160425NAL0057132962001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,938,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,938,960
- Net assets (BOY)
- $16,018,629
Income & contributions
- Employer contributions
- $371,957
- Participant contributions
- $1,033,437
- Total contributions
- $1,472,549
- Total income / additions
- $3,884,999
Expenses & distributions
- Benefits paid
- $885,734
- Administrative expenses
- $78,934
- Total expenses
- $964,668
- Net increase / (decrease)
- $2,920,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steele Capital Management, Inc. | NONE | $45,970 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $32,964 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,903 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mueller-Yurgae Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Grimes, IA
- Steele Capital Management, Inc. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation