Plan5500

John Mullen & Co. Inc. 401k Retirement Savings Plan - Plan A — Form 5500 plan (John Mullen & Co., 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, John Mullen & Co. Inc. 401k Retirement Savings Plan - Plan A is a benefit plan reported by John Mullen & Co., Inc. under EIN 99-0109877 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $11,437,094 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.4MPlan net assets, end of year$11,437,094
Participants113Covered participants reported
Assets / participant$101.2KComputed: assets ÷ participants$101,213 (computed)
Provider compensation$77.7K2 Schedule C provider row(s)$77,676
Plan sponsor
John Mullen & Co., Inc.
EIN
99-0109877
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    113 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.4M total assets
Net assets$11.4MLiabilities—
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$186.4K
Participant$426.9K
Full reported line items

Net assets

Total assets (EOY)
$11,437,094
Net assets (EOY)
$11,437,094
Net assets (BOY)
$10,726,659

Income & contributions

Employer contributions
$186,397
Participant contributions
$426,908
Total contributions
$634,905
Total income / additions
$2,131,974

Expenses & distributions

Benefits paid
$1,340,939
Administrative expenses
$77,676
Total expenses
$1,421,539
Net increase / (decrease)
$710,435
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Financial Life Ins. Co$50.5K
    RECORDKEEPER · Direct $50.5K · Indirect $0
  2. 2
    Merrill Lynch Life Agency, Inc.$27.2K
    INVESTMENT ADVISOR · Direct $27.2K

Related Form 5500 pages