2023 Form 5500 filing — Mueller Group, LLC Retirement Savings Plan No. 2
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 20241015134654NAL0014749987001) for Mueller Group, LLC Retirement Savings Plan No. 2, reported by Mueller Group, LLC under EIN 37-1387813 and plan number 003. It reports 1,870 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)$52.7MReported net assets$52,659,611
Participants1.9K1,870
Provider compensation$17.3K1 Schedule C row(s)$17,288
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015134654NAL0014749987001
- Plan sponsor
- Mueller Group, LLC
- EIN
- 37-1387813
- Plan number
- 003
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
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)$52.7M total assets
Net assets$52.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $52,659,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,659,611
- Employer contributions
- $2,086,625
- Participant contributions
- $2,690,062
- Total income / additions
- $13,724,571
- Benefits paid
- $6,207,703
- Administrative expenses
- $17,288
- Total expenses
- $6,244,119
- Net increase / (decrease)
- $7,480,452
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $17,288 | not reported in the loaded dataset |