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PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN
Plan identification number 006

PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PAUL MUELLER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:PAUL MUELLER COMPANY
Employer identification number (EIN):440520907
NAIC Classification:332900

Additional information about PAUL MUELLER COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-07-24
Company Identification Number: 0800229129
Legal Registered Office Address: 1600 W PHELPS ST

SPRINGFIELD
United States of America (USA)
65802

More information about PAUL MUELLER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01KEN JEFFRIES
0062016-01-01KEN JEFFRIES
0062015-01-01KEN JEFFRIES
0062014-01-01KEN JEFFRIES
0062013-01-01DAVID MOORE
0062012-01-01MARCELINO RODRIGUEZ
0062011-01-01MARCELINO RODRIGUEZ MARCELINO RODRIGUEZ2012-10-15
0062009-01-01DONALD E. GOLIK DONALD E. GOLIK2010-10-14

Plan Statistics for PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01928
Total number of active participants reported on line 7a of the Form 55002022-01-01661
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01291
Total of all active and inactive participants2022-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01979
Number of participants with account balances2022-01-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01865
Total number of active participants reported on line 7a of the Form 55002021-01-01642
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01264
Total of all active and inactive participants2021-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01927
Number of participants with account balances2021-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01898
2020: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01902
Total number of active participants reported on line 7a of the Form 55002020-01-01624
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01220
Total of all active and inactive participants2020-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01864
Number of participants with account balances2020-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0136
2019: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01898
Total number of active participants reported on line 7a of the Form 55002019-01-01687
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-01192
Total of all active and inactive participants2019-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-01902
Number of participants with account balances2019-01-01883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01865
Total number of active participants reported on line 7a of the Form 55002018-01-01698
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-01179
Total of all active and inactive participants2018-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01898
Number of participants with account balances2018-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01805
Total number of active participants reported on line 7a of the Form 55002017-01-01652
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01170
Total of all active and inactive participants2017-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01843
Number of participants with account balances2017-01-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01836
Total number of active participants reported on line 7a of the Form 55002016-01-01612
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-01171
Total of all active and inactive participants2016-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-01805
Number of participants with account balances2016-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01866
Total number of active participants reported on line 7a of the Form 55002015-01-01654
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-01158
Total of all active and inactive participants2015-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01835
Number of participants with account balances2015-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,121
Total number of active participants reported on line 7a of the Form 55002014-01-01715
Number of retired or separated participants receiving benefits2014-01-0116
Number of other retired or separated participants entitled to future benefits2014-01-01133
Total of all active and inactive participants2014-01-01864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01866
Number of participants with account balances2014-01-01777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01749
Total number of active participants reported on line 7a of the Form 55002013-01-01765
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-01339
Total of all active and inactive participants2013-01-011,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,121
Number of participants with account balances2013-01-01949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01738
Total number of active participants reported on line 7a of the Form 55002012-01-01525
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-01169
Total of all active and inactive participants2012-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01710
Number of participants with account balances2012-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01721
Total number of active participants reported on line 7a of the Form 55002011-01-01524
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-01201
Total of all active and inactive participants2011-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01738
Number of participants with account balances2011-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2009: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,216
Total number of active participants reported on line 7a of the Form 55002009-01-01881
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-01190
Total of all active and inactive participants2009-01-011,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,083
Number of participants with account balances2009-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0165

Financial Data on PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,646,087
Total of all expenses incurred2022-12-31$6,270,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,085,198
Expenses. Certain deemed distributions of participant loans2022-12-31$57,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,595,906
Value of total assets at end of year2022-12-31$54,370,947
Value of total assets at beginning of year2022-12-31$67,287,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$127,684
Total interest from all sources2022-12-31$51,580
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$883,743
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$883,743
Administrative expenses professional fees incurred2022-12-31$10,450
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$3,220,159
Participant contributions at end of year2022-12-31$937,339
Participant contributions at beginning of year2022-12-31$895,015
Assets. Other investments not covered elsewhere at end of year2022-12-31$509,879
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,021,810
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$350,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,014
Other income not declared elsewhere2022-12-31$-293,463
Administrative expenses (other) incurred2022-12-31$88,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,916,274
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,370,947
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$67,287,221
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$28,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,642,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$60,195,262
Interest on participant loans2022-12-31$51,573
Interest earned on other investments2022-12-31$7
Value of interest in common/collective trusts at end of year2022-12-31$6,233,842
Value of interest in common/collective trusts at beginning of year2022-12-31$5,131,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$47,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$42,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,029,312
Net investment gain or loss from common/collective trusts2022-12-31$145,459
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$1,025,697
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,085,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2022-12-31431365401
2021 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$12,427,780
Total of all expenses incurred2021-12-31$7,279,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,947,304
Expenses. Certain deemed distributions of participant loans2021-12-31$85,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,724,318
Value of total assets at end of year2021-12-31$67,287,221
Value of total assets at beginning of year2021-12-31$62,139,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$246,975
Total interest from all sources2021-12-31$55,826
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,075,368
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$1,075,368
Administrative expenses professional fees incurred2021-12-31$22,050
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$3,483,387
Participant contributions at end of year2021-12-31$895,015
Participant contributions at beginning of year2021-12-31$1,167,756
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,021,810
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$781,547
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$98,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,014
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,245
Other income not declared elsewhere2021-12-31$149,207
Administrative expenses (other) incurred2021-12-31$191,018
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$5,148,146
Value of net assets at end of year (total assets less liabilities)2021-12-31$67,287,221
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,139,075
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
Investment advisory and management fees2021-12-31$33,907
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$60,195,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$55,341,257
Interest on participant loans2021-12-31$55,823
Income. Interest from loans (other than to participants)2021-12-31$3
Value of interest in common/collective trusts at end of year2021-12-31$5,131,166
Value of interest in common/collective trusts at beginning of year2021-12-31$4,811,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$42,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$35,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,317,961
Net investment gain or loss from common/collective trusts2021-12-31$105,100
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$1,142,842
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,947,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31THE WHITLOCK COMPANY , LLP
Accountancy firm EIN2021-12-31431365401
2020 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$12,612,780
Total of all expenses incurred2020-12-31$4,499,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,270,754
Expenses. Certain deemed distributions of participant loans2020-12-31$61,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,157,507
Value of total assets at end of year2020-12-31$62,139,075
Value of total assets at beginning of year2020-12-31$54,025,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$167,695
Total interest from all sources2020-12-31$68,912
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$900,033
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$900,033
Administrative expenses professional fees incurred2020-12-31$9,800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$2,837,177
Participant contributions at end of year2020-12-31$1,167,756
Participant contributions at beginning of year2020-12-31$995,718
Assets. Other investments not covered elsewhere at end of year2020-12-31$781,547
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$363,057
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$369,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,344
Other income not declared elsewhere2020-12-31$179,889
Administrative expenses (other) incurred2020-12-31$107,140
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$8,113,278
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,139,075
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,025,797
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
Investment advisory and management fees2020-12-31$50,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$55,341,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,441,920
Interest on participant loans2020-12-31$68,904
Interest earned on other investments2020-12-31$8
Value of interest in common/collective trusts at end of year2020-12-31$4,811,859
Value of interest in common/collective trusts at beginning of year2020-12-31$4,172,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$35,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$29,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,201,020
Net investment gain or loss from common/collective trusts2020-12-31$105,419
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$950,559
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$22,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,270,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2020-12-31431365401
2019 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$13,272,786
Total of all expenses incurred2019-12-31$5,036,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,771,621
Expenses. Certain deemed distributions of participant loans2019-12-31$65,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,869,348
Value of total assets at end of year2019-12-31$54,025,797
Value of total assets at beginning of year2019-12-31$45,789,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$199,620
Total interest from all sources2019-12-31$65,723
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$900,162
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$900,162
Administrative expenses professional fees incurred2019-12-31$9,700
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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$2,827,124
Participant contributions at end of year2019-12-31$995,718
Participant contributions at beginning of year2019-12-31$1,074,502
Assets. Other investments not covered elsewhere at end of year2019-12-31$363,057
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$300,585
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$845
Other income not declared elsewhere2019-12-31$84,713
Administrative expenses (other) incurred2019-12-31$128,534
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
Value of net income/loss2019-12-31$8,236,090
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,025,797
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,789,707
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$61,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,441,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,832,506
Interest on participant loans2019-12-31$65,530
Interest earned on other investments2019-12-31$193
Value of interest in common/collective trusts at end of year2019-12-31$4,172,093
Value of interest in common/collective trusts at beginning of year2019-12-31$4,521,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$29,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$59,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,232,572
Net investment gain or loss from common/collective trusts2019-12-31$120,268
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$985,507
Employer contributions (assets) at end of year2019-12-31$22,602
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,771,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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 name2019-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2019-12-31431365401
2018 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,843,461
Total of all expenses incurred2018-12-31$5,205,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,947,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,074,321
Value of total assets at end of year2018-12-31$45,789,707
Value of total assets at beginning of year2018-12-31$49,151,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$257,955
Total interest from all sources2018-12-31$58,200
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$930,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$930,051
Administrative expenses professional fees incurred2018-12-31$9,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,693,647
Participant contributions at end of year2018-12-31$1,074,502
Participant contributions at beginning of year2018-12-31$873,011
Assets. Other investments not covered elsewhere at end of year2018-12-31$300,585
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$425,564
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$417,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$537
Other income not declared elsewhere2018-12-31$-10,649
Administrative expenses (other) incurred2018-12-31$182,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,361,720
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,789,707
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,151,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$65,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,832,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,780,983
Interest on participant loans2018-12-31$57,948
Interest earned on other investments2018-12-31$252
Value of interest in common/collective trusts at end of year2018-12-31$4,521,964
Value of interest in common/collective trusts at beginning of year2018-12-31$4,018,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$59,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$53,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,274,754
Net investment gain or loss from common/collective trusts2018-12-31$66,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$963,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,947,226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2018-12-31431365401
2017 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$10,145,662
Total of all expenses incurred2017-12-31$3,869,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,633,716
Expenses. Certain deemed distributions of participant loans2017-12-31$4,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,387,268
Value of total assets at end of year2017-12-31$49,151,427
Value of total assets at beginning of year2017-12-31$42,875,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$231,205
Total interest from all sources2017-12-31$45,672
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$751,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$751,656
Administrative expenses professional fees incurred2017-12-31$9,200
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,341,929
Participant contributions at end of year2017-12-31$873,011
Participant contributions at beginning of year2017-12-31$852,821
Participant contributions at beginning of year2017-12-31$23,014
Assets. Other investments not covered elsewhere at end of year2017-12-31$425,564
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$476,039
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$197,820
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,209
Other income not declared elsewhere2017-12-31$48,907
Administrative expenses (other) incurred2017-12-31$160,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,276,269
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,151,427
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,875,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$61,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,780,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$36,674,880
Interest earned on other investments2017-12-31$127
Value of interest in common/collective trusts at end of year2017-12-31$4,018,296
Value of interest in common/collective trusts at beginning of year2017-12-31$4,782,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$45,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$53,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$43,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,838,177
Net investment gain or loss from common/collective trusts2017-12-31$73,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$847,519
Employer contributions (assets) at beginning of year2017-12-31$21,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,633,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2017-12-31431365401
2016 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,424,623
Total of all expenses incurred2016-12-31$4,642,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,432,233
Expenses. Certain deemed distributions of participant loans2016-12-31$7,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,030,252
Value of total assets at end of year2016-12-31$42,875,158
Value of total assets at beginning of year2016-12-31$41,092,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$201,933
Total interest from all sources2016-12-31$49,018
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$650,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$650,745
Administrative expenses professional fees incurred2016-12-31$9,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,131,748
Participant contributions at end of year2016-12-31$852,821
Participant contributions at beginning of year2016-12-31$1,046,311
Participant contributions at end of year2016-12-31$23,014
Assets. Other investments not covered elsewhere at end of year2016-12-31$476,039
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$450,555
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$81,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,209
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,426
Other income not declared elsewhere2016-12-31$58,499
Administrative expenses (other) incurred2016-12-31$148,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,782,501
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,875,158
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,092,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$43,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$36,674,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,640,280
Interest on participant loans2016-12-31$48,108
Interest earned on other investments2016-12-31$910
Value of interest in common/collective trusts at end of year2016-12-31$4,782,519
Value of interest in common/collective trusts at beginning of year2016-12-31$4,559,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$43,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$394,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,564,565
Net investment gain or loss from common/collective trusts2016-12-31$71,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$817,103
Employer contributions (assets) at end of year2016-12-31$21,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,432,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2016-12-31431365401
2015 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,868,570
Total of all expenses incurred2015-12-31$3,112,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,880,312
Expenses. Certain deemed distributions of participant loans2015-12-31$1,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,045,285
Value of total assets at end of year2015-12-31$41,092,657
Value of total assets at beginning of year2015-12-31$41,336,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$231,312
Total interest from all sources2015-12-31$61,017
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$625,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$625,217
Administrative expenses professional fees incurred2015-12-31$6,848
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,116,129
Participant contributions at end of year2015-12-31$1,046,311
Participant contributions at beginning of year2015-12-31$1,072,681
Assets. Other investments not covered elsewhere at end of year2015-12-31$450,555
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$536,903
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,426
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$692
Other income not declared elsewhere2015-12-31$-54,479
Administrative expenses (other) incurred2015-12-31$152,280
Total non interest bearing cash at beginning of year2015-12-31$17,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-244,260
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,092,657
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,336,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$72,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,640,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,858,253
Interest on participant loans2015-12-31$55,168
Interest earned on other investments2015-12-31$5,849
Value of interest in common/collective trusts at end of year2015-12-31$4,559,426
Value of interest in common/collective trusts at beginning of year2015-12-31$4,362,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$394,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$488,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-871,711
Net investment gain or loss from common/collective trusts2015-12-31$63,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$896,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,880,312
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2015-12-31431365401
2014 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,137,679
Total of all expenses incurred2014-12-31$4,139,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,941,967
Expenses. Certain deemed distributions of participant loans2014-12-31$105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,843,940
Value of total assets at end of year2014-12-31$41,336,917
Value of total assets at beginning of year2014-12-31$40,338,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$197,503
Total interest from all sources2014-12-31$67,526
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$672,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$672,058
Administrative expenses professional fees incurred2014-12-31$9,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,011,721
Participant contributions at end of year2014-12-31$1,072,681
Participant contributions at beginning of year2014-12-31$1,002,932
Assets. Other investments not covered elsewhere at end of year2014-12-31$536,903
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$746,586
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,546
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$929
Other income not declared elsewhere2014-12-31$-60,441
Administrative expenses (other) incurred2014-12-31$121,498
Total non interest bearing cash at end of year2014-12-31$17,042
Total non interest bearing cash at beginning of year2014-12-31$19,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$998,104
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,336,917
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,338,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$67,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,858,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,275,403
Interest on participant loans2014-12-31$51,008
Interest earned on other investments2014-12-31$16,518
Value of interest in common/collective trusts at end of year2014-12-31$4,362,975
Value of interest in common/collective trusts at beginning of year2014-12-31$4,236,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$488,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,057,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,560,031
Net investment gain or loss from common/collective trusts2014-12-31$54,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$798,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,941,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2014-12-31431365401
2013 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$8,935,985
Total of all expenses incurred2013-12-31$3,247,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,079,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,939,759
Value of total assets at end of year2013-12-31$40,338,813
Value of total assets at beginning of year2013-12-31$34,650,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$168,132
Total interest from all sources2013-12-31$77,642
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$503,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$503,802
Administrative expenses professional fees incurred2013-12-31$9,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,790,610
Participant contributions at end of year2013-12-31$1,002,932
Participant contributions at beginning of year2013-12-31$799,600
Assets. Other investments not covered elsewhere at end of year2013-12-31$746,586
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$635,553
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$321,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$929
Other income not declared elsewhere2013-12-31$86,746
Administrative expenses (other) incurred2013-12-31$89,923
Total non interest bearing cash at end of year2013-12-31$19,138
Total non interest bearing cash at beginning of year2013-12-31$29,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,688,374
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,338,813
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,650,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$69,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,275,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,891,304
Interest on participant loans2013-12-31$47,752
Interest earned on other investments2013-12-31$29,890
Value of interest in common/collective trusts at end of year2013-12-31$4,236,157
Value of interest in common/collective trusts at beginning of year2013-12-31$4,642,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,057,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,650,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,265,678
Net investment gain or loss from common/collective trusts2013-12-31$62,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$827,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,079,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2013-12-31431365401
2012 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,062,709
Total of all expenses incurred2012-12-31$3,245,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,105,916
Expenses. Certain deemed distributions of participant loans2012-12-31$91
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,212,426
Value of total assets at end of year2012-12-31$34,650,439
Value of total assets at beginning of year2012-12-31$31,833,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$139,604
Total interest from all sources2012-12-31$119,580
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$624,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$624,113
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,596,627
Participant contributions at end of year2012-12-31$799,600
Participant contributions at beginning of year2012-12-31$946,276
Participant contributions at beginning of year2012-12-31$4,107
Assets. Other investments not covered elsewhere at end of year2012-12-31$635,553
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$543,883
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,147
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$993
Other income not declared elsewhere2012-12-31$129,906
Administrative expenses (other) incurred2012-12-31$76,751
Total non interest bearing cash at end of year2012-12-31$29,928
Total non interest bearing cash at beginning of year2012-12-31$28,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,817,098
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,650,439
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,833,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$62,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,891,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,709,889
Interest on participant loans2012-12-31$45,645
Interest earned on other investments2012-12-31$73,935
Value of interest in common/collective trusts at end of year2012-12-31$4,642,465
Value of interest in common/collective trusts at beginning of year2012-12-31$4,073,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,650,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,524,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,911,209
Net investment gain or loss from common/collective trusts2012-12-31$65,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$576,652
Employer contributions (assets) at beginning of year2012-12-31$1,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,105,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31THE WHITLOCK COMPANY, LLP
Accountancy firm EIN2012-12-31431365401
2011 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$224
Total income from all sources (including contributions)2011-12-31$1,969,005
Total of all expenses incurred2011-12-31$6,529,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,316,582
Expenses. Certain deemed distributions of participant loans2011-12-31$60,797
Value of total corrective distributions2011-12-31$224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,990,235
Value of total assets at end of year2011-12-31$31,855,003
Value of total assets at beginning of year2011-12-31$36,415,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$151,538
Total interest from all sources2011-12-31$178,456
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$471,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,930
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,536,748
Participant contributions at end of year2011-12-31$946,276
Participant contributions at beginning of year2011-12-31$1,088,944
Participant contributions at end of year2011-12-31$4,107
Assets. Other investments not covered elsewhere at end of year2011-12-31$563,481
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,000,932
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$224
Administrative expenses (other) incurred2011-12-31$79,281
Total non interest bearing cash at end of year2011-12-31$28,001
Total non interest bearing cash at beginning of year2011-12-31$38,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,560,136
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,855,003
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,415,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$66,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,709,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,086,802
Interest on participant loans2011-12-31$54,593
Interest earned on other investments2011-12-31$123,863
Value of interest in common/collective trusts at end of year2011-12-31$4,073,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,524,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,195,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-670,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$449,669
Employer contributions (assets) at end of year2011-12-31$3,983
Income. Dividends from common stock2011-12-31$471,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,316,582
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SAMEK & COMPANY, LLC
Accountancy firm EIN2011-12-31274820523
2010 : PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$224
Total income from all sources (including contributions)2010-12-31$5,197,698
Total of all expenses incurred2010-12-31$7,776,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,607,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,751,738
Value of total assets at end of year2010-12-31$36,415,363
Value of total assets at beginning of year2010-12-31$38,993,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$168,648
Total interest from all sources2010-12-31$259,877
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$531,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$22,049
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,533,085
Participant contributions at end of year2010-12-31$1,088,944
Participant contributions at beginning of year2010-12-31$1,656,797
Participant contributions at beginning of year2010-12-31$72,762
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,000,932
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,312,011
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$569
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$224
Administrative expenses (other) incurred2010-12-31$78,441
Total non interest bearing cash at end of year2010-12-31$38,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,578,404
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,415,139
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,993,543
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
Investment advisory and management fees2010-12-31$68,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,086,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,088,112
Interest on participant loans2010-12-31$86,381
Interest earned on other investments2010-12-31$173,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,195,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,863,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,654,572
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$218,084
Income. Dividends from common stock2010-12-31$531,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,607,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SAMEK & COMPANY, LLC
Accountancy firm EIN2010-12-31274820523

Form 5500 Responses for PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN

2022: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered944
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered898
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered850
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered883
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered850
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered801
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered791
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered777
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered949
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered710
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered680
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK61757
Policy instance 1
Insurance contract or identification numberQK61757
Number of Individuals Covered721
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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