Mubea, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Mubea, 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, Mubea, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Mubea, Inc. under EIN 61-0999750 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,234 participants and $76,624,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mubea, Inc.
EIN
61-0999750
Plan number
001
Plan type
2
Location
Florence, KY
Latest filing year
2023
Participants
1,234
End-of-year plan assets
$76,624,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,234H, C20241015124538NAL0049453088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,624,126
Total liabilities (EOY)
$0
Net assets (EOY)
$76,624,126
Net assets (BOY)
$64,135,793

Income & contributions

Employer contributions
$2,686,549
Participant contributions
$4,163,506
Total contributions
$7,215,480
Total income / additions
$18,606,288

Expenses & distributions

Benefits paid
$6,033,089
Administrative expenses
$84,866
Total expenses
$6,117,955
Net increase / (decrease)
$12,488,333

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Robert W Baird & CoADVISOR$52,542not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$32,324$02023

Related Form 5500 pages