2023 Form 5500 filing — Paul Mueller Company Noncontract Employees Retirement Plan
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 20241015081742NAL0047005472001) for Paul Mueller Company Noncontract Employees Retirement Plan, reported by Paul Mueller Company under EIN 44-0520907 and plan number 001. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081742NAL0047005472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paul Mueller Company
- EIN
- 44-0520907
- Plan number
- 001
- Location
- Springfield, MO
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $597,283
- Total liabilities (EOY)
- $222,036
- Net assets (EOY)
- $375,247
- Employer contributions
- $5,379,064
- Total income / additions
- $8,577,675
- Benefits paid
- $63,347,729
- Administrative expenses
- $240,994
- Total expenses
- $63,850,484
- Net increase / (decrease)
- -$55,272,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commerce Bank | TRUSTEE | $116,547 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $39,522 | not reported in the loaded dataset |
| The Whitlock Company | NONE | $18,275 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $13,038 | not reported in the loaded dataset |