2023 Form 5500 filing — Mueller Companies Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930095338NAL0010861042001) for Mueller Companies Profit Sharing Plan & Trust, reported by Mueller Roofing Distributors, Inc. under EIN 31-0918147 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,378,356

Participants193

Provider compensation$22.3K2 Schedule C row(s)$22,316

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240930095338NAL0010861042001
Plan sponsor: Mueller Roofing Distributors, Inc.
EIN: 31-0918147
Plan number: 001
Location: Cincinnati, OH
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.4M total assets

Net assets$8.4MLiabilities$0

Money in vs. money out

Total income / additions$2M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$254.3K

Participant$716.9K

Full reported line items

Total assets (EOY): $8,378,356
Total liabilities (EOY): $0
Net assets (EOY): $8,378,356
Employer contributions: $254,260
Participant contributions: $716,886
Total income / additions: $2,020,376
Benefits paid: $1,312,133
Administrative expenses: $22,316
Total expenses: $1,335,303
Net increase / (decrease): $685,073

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company O$18K
RECORDKEEPER · Direct $18K · Indirect $0
2
Empower Advisory Group, LLC$4.3K
INVESTMENT MGMT · Direct $4.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930095338NAL0010861042001 cover?: It is the 2023 Form 5500 filing for Mueller Companies Profit Sharing Plan & Trust, reported by Mueller Roofing Distributors, Inc. (EIN 31-0918147).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).