2023 Form 5500 filing — Mueller Services, Inc. 401(K) Profit Sharing Plan And 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 20241014103749NAL0025939361001) for Mueller Services, Inc. 401(K) Profit Sharing Plan And Trust, reported by Mueller Services, Inc. under EIN 16-1560000 and plan number 001. It reports 1,219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103749NAL0025939361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mueller Services, Inc.
- EIN
- 16-1560000
- Plan number
- 001
- Location
- Tonawanda, NY
- Participants
- 1,219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,929,643
- Total liabilities (EOY)
- $8,755
- Net assets (EOY)
- $1,920,888
- Participant contributions
- $244,158
- Total income / additions
- $577,019
- Benefits paid
- $162,501
- Administrative expenses
- $19,483
- Total expenses
- $181,984
- Net increase / (decrease)
- $395,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Inc Co Of America | RECORDKEEPER | $11,057 | $0 |
| Pps Pension Services | THIRDPARTYADMINISTRATOR | $4,623 | $1,297 |
| Cardaret Grant & Co Inc | INVESTMENT ADVISOR | $3,988 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $1,451 | not reported in the loaded dataset |