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MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameMUELLER & CO. SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MUELLER & CO., LLP has sponsored the creation of one or more 401k plans.

Company Name:MUELLER & CO., LLP
Employer identification number (EIN):362658780
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROY GROESBECK2019-05-31
0012017-01-01ROY GROESBECK2018-06-20
0012016-01-01ROY GROESBECK2017-07-26
0012015-01-01ROY GROESBECK2016-07-08
0012014-01-01ROY GROESBECK2015-06-09
0012013-01-01ROY GROESBECK2014-07-28
0012012-01-01ROY GROESBECK2013-06-26
0012011-01-01ROY GROESBECK2012-10-01
0012010-01-01ROBERT TURNER
0012009-01-01ROBERT TURNER

Plan Statistics for MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2023: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01231
Total number of active participants reported on line 7a of the Form 55002023-01-0115
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0177
Total of all active and inactive participants2023-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0192
Number of participants with account balances2023-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0119
2022: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01227
Total number of active participants reported on line 7a of the Form 55002022-01-01168
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01224
Number of participants with account balances2022-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01202
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01227
Number of participants with account balances2021-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-01147
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01196
Number of participants with account balances2020-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01182
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01193
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2010: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01110
Total number of active participants reported on line 7a of the Form 55002010-01-0173
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0198
Number of participants with account balances2010-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01131
Total number of active participants reported on line 7a of the Form 55002009-01-0165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01108
Number of participants with account balances2009-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2023 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$925,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,936,338
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$21,725,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$21,704,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,094,869
Value of total assets at end of year2023-12-31$14,665,333
Value of total assets at beginning of year2023-12-31$28,529,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$21,700
Total interest from all sources2023-12-31$3,040
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$793,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$793,935
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,651,437
Participant contributions at end of year2023-12-31$22,067
Participant contributions at beginning of year2023-12-31$88,248
Participant contributions at end of year2023-12-31$19,453
Participant contributions at beginning of year2023-12-31$271,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$925,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$925,064
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-14,789,370
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,740,269
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$28,529,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$21,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,557,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$27,264,603
Interest on participant loans2023-12-31$3,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$79,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$435,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$435,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,044,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$443,432
Employer contributions (assets) at end of year2023-12-31$62,375
Employer contributions (assets) at beginning of year2023-12-31$470,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$21,704,008
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FRANKEL, LLC
Accountancy firm EIN2023-12-31470574775
2022 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,750,789
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,547,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,524,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,798,778
Value of total assets at end of year2022-12-31$28,529,639
Value of total assets at beginning of year2022-12-31$34,827,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,444
Total interest from all sources2022-12-31$3,384
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$945,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$945,980
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,108,234
Participant contributions at end of year2022-12-31$88,248
Participant contributions at beginning of year2022-12-31$42,071
Participant contributions at end of year2022-12-31$271,183
Participant contributions at beginning of year2022-12-31$233,503
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$219,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,298,089
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,529,639
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,827,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,264,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,864,551
Interest on participant loans2022-12-31$3,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$435,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$287,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$287,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,498,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$470,581
Employer contributions (assets) at end of year2022-12-31$470,581
Employer contributions (assets) at beginning of year2022-12-31$400,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,524,856
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FRANKEL, LLC
Accountancy firm EIN2022-12-31470574775
2021 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,836,092
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,492,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,453,461
Expenses. Certain deemed distributions of participant loans2021-12-31$18,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,460,374
Value of total assets at end of year2021-12-31$34,827,728
Value of total assets at beginning of year2021-12-31$30,484,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,453
Total interest from all sources2021-12-31$2,142
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,350,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,350,515
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,889,966
Participant contributions at end of year2021-12-31$42,071
Participant contributions at beginning of year2021-12-31$43,955
Participant contributions at end of year2021-12-31$233,503
Participant contributions at beginning of year2021-12-31$138,300
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$170,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$6,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,343,232
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,827,728
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,484,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,864,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,737,595
Interest on participant loans2021-12-31$2,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$287,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$357,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$357,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,023,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$400,140
Employer contributions (assets) at end of year2021-12-31$400,140
Employer contributions (assets) at beginning of year2021-12-31$200,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,453,461
Contract administrator fees2021-12-31$20,453
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2021-12-31470574775
2020 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,526
Total income from all sources (including contributions)2020-12-31$7,604,992
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$433,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$394,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,059,079
Value of total assets at end of year2020-12-31$30,484,496
Value of total assets at beginning of year2020-12-31$23,319,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,809
Total interest from all sources2020-12-31$2,059
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,068,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,068,143
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,647,696
Participant contributions at end of year2020-12-31$43,955
Participant contributions at beginning of year2020-12-31$8,543
Participant contributions at end of year2020-12-31$138,300
Participant contributions at beginning of year2020-12-31$83,770
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,526
Total non interest bearing cash at end of year2020-12-31$6,771
Total non interest bearing cash at beginning of year2020-12-31$6,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,171,770
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,484,496
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,312,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,737,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,686,510
Interest on participant loans2020-12-31$2,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$357,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$150,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$150,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,475,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$385,848
Employer contributions (assets) at end of year2020-12-31$200,580
Employer contributions (assets) at beginning of year2020-12-31$383,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$394,413
Contract administrator fees2020-12-31$38,809
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEGNER CPAS, LLP
Accountancy firm EIN2020-12-31390974031
2019 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,792
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,627,772
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,130,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,098,429
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,966,995
Value of total assets at end of year2019-12-31$23,319,252
Value of total assets at beginning of year2019-12-31$18,834,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,150
Total interest from all sources2019-12-31$523
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,055,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,055,990
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,575,471
Participant contributions at end of year2019-12-31$8,543
Participant contributions at beginning of year2019-12-31$8,000
Participant contributions at end of year2019-12-31$83,770
Participant contributions at beginning of year2019-12-31$110,630
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,310
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18,792
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$6,526
Total non interest bearing cash at beginning of year2019-12-31$56,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$4,497,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,312,726
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,815,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,686,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,163,860
Interest on participant loans2019-12-31$523
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$150,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$131,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$131,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,604,264
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$383,214
Employer contributions (assets) at end of year2019-12-31$383,214
Employer contributions (assets) at beginning of year2019-12-31$363,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,098,429
Contract administrator fees2019-12-31$32,150
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEGNER CPAS, LLP
Accountancy firm EIN2019-12-31390974031
2010 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$281,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,684,167
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$302,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$302,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$706,410
Value of total assets at end of year2010-12-31$7,013,267
Value of total assets at beginning of year2010-12-31$5,913,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$95,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$95,116
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$539,726
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$58,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$336
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,152
Total non interest bearing cash at end of year2010-12-31$126
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,381,550
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,013,267
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,913,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,621,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,849,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$225,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$882,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$166,684
Employer contributions (assets) at end of year2010-12-31$166,071
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$302,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VELMA BUTLER & COMPANY , LTD.
Accountancy firm EIN2010-12-31363756436
2009 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

2023: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2010: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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