2023 Form 5500 filing — John Mullen & Co. Inc. 401k Retirement Savings Plan - Plan A

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 20241015205351NAL0029653185001) for John Mullen & Co. Inc. 401k Retirement Savings Plan - Plan A, reported by John Mullen & Co., Inc. under EIN 99-0109877 and plan number 001. It reports 113 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)$11.4MReported net assets$11,437,094

Participants113

Provider compensation$77.7K2 Schedule C row(s)$77,676

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015205351NAL0029653185001
Plan sponsor: John Mullen & Co., Inc.
EIN: 99-0109877
Plan number: 001
Location: Honolulu, HI
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)$11.4M total assets

Net assets$11.4MLiabilities—

Money in vs. money out

Total income / additions$2.1M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$186.4K

Participant$426.9K

Full reported line items

Total assets (EOY): $11,437,094
Net assets (EOY): $11,437,094
Employer contributions: $186,397
Participant contributions: $426,908
Total income / additions: $2,131,974
Benefits paid: $1,340,939
Administrative expenses: $77,676
Total expenses: $1,421,539
Net increase / (decrease): $710,435

Schedule C

Reported service provider compensation

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

1
Transamerica Financial Life Ins. Co$50.5K
RECORDKEEPER · Direct $50.5K · Indirect $0
2
Merrill Lynch Life Agency, Inc.$27.2K
INVESTMENT ADVISOR · Direct $27.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015205351NAL0029653185001 cover?: It is the 2023 Form 5500 filing for John Mullen & Co. Inc. 401k Retirement Savings Plan - Plan A, reported by John Mullen & Co., Inc. (EIN 99-0109877).
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).