Mueller Group, LLC Retirement Savings Plan No. 2 — Form 5500 plan (Mueller Group, LLC)
Plain-English plan 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, Mueller Group, LLC Retirement Savings Plan No. 2 is a benefit plan reported by Mueller Group, LLC under EIN 37-1387813 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,870 participants and $52,659,611 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$52.7MPlan net assets, end of year$52,659,611
Participants1.9KCovered participants reported1,870
Assets / participant$28.2KComputed: assets ÷ participants$28,160 (computed)
Provider compensation$17.3K1 Schedule C provider row(s)$17,288
- Plan sponsor
- Mueller Group, LLC
- EIN
- 37-1387813
- Plan number
- 003
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,870 | H, C | 20241015134654NAL0014749987001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$52.7M total assets
Net assets$52.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $52,659,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,659,611
- Net assets (BOY)
- $45,500,746
Income & contributions
- Employer contributions
- $2,086,625
- Participant contributions
- $2,690,062
- Total contributions
- $5,121,114
- Total income / additions
- $13,724,571
Expenses & distributions
- Benefits paid
- $6,207,703
- Administrative expenses
- $17,288
- Total expenses
- $6,244,119
- Net increase / (decrease)
- $7,480,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $17,288 | not reported in the loaded dataset | 2023 |