Paul Mueller Company Profit Sharing And Retirement Savings Plan — Form 5500 plan (Paul Mueller Company)
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, Paul Mueller Company Profit Sharing And Retirement Savings Plan is a benefit plan reported by Paul Mueller Company under EIN 44-0520907 and plan number 006. The latest loaded filing year is 2023. The filing reports 979 participants and $65,196,933 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paul Mueller Company
- EIN
- 44-0520907
- Plan number
- 006
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 979
- End-of-year plan assets
- $65,196,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 979 | H, C | 20241003133858NAL0017174608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,196,933
- Net assets (EOY)
- $65,196,933
- Net assets (BOY)
- $54,370,947
Income & contributions
- Employer contributions
- $1,418,190
- Participant contributions
- $3,715,830
- Total contributions
- $10,061,736
- Total income / additions
- $18,787,220
Expenses & distributions
- Benefits paid
- $7,754,319
- Administrative expenses
- $133,851
- Total expenses
- $7,961,234
- Net increase / (decrease)
- $10,825,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $94,849 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $27,961 | not reported in the loaded dataset | 2023 |
| The Whitlock Company Llp | AUDITOR | $10,975 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $66 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Paul Mueller Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Springfield, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- The Whitlock Company Llp — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation