2023 Form 5500 filing — Mueller Mcdonald'S 401(K) 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 20241015151304NAL0058360306001) for Mueller Mcdonald'S 401(K) Plan, reported by Albert And Carol Mueller Ltd Partnership under EIN 23-1984690 and plan number 001. It reports 411 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)$1.5MReported net assets$1,537,751
Participants411
Provider compensation$30.7K1 Schedule C row(s)$30,689
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015151304NAL0058360306001
Plan sponsor
Albert And Carol Mueller Ltd Partnership
EIN
23-1984690
Plan number
001
Location
Clarks Summit, PA
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)$1.5M total assets
Net assets$1.5MLiabilities$295
Money in vs. money out
Total income / additions$638.6K
Total expenses$63.9K
Benefits paid / distributions$60.8K
Contributions
Employer$211.6K
Participant$221.9K
Full reported line items
Total assets (EOY)
$1,538,046
Total liabilities (EOY)
$295
Net assets (EOY)
$1,537,751
Employer contributions
$211,588
Participant contributions
$221,866
Total income / additions
$638,566
Benefits paid
$60,804
Administrative expenses
$3,043
Total expenses
$63,891
Net increase / (decrease)
$574,675
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $925 · Indirect $29.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015151304NAL0058360306001 cover?
It is the 2023 Form 5500 filing for Mueller Mcdonald'S 401(K) Plan, reported by Albert And Carol Mueller Ltd Partnership (EIN 23-1984690).
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).

Related Form 5500 pages