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MUELLER & WILSON, INC 401(K) PLAN 401k Plan overview

Plan NameMUELLER & WILSON, INC 401(K) PLAN
Plan identification number 002

MUELLER & WILSON, INC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MUELLER & WILSON, INC has sponsored the creation of one or more 401k plans.

Company Name:MUELLER & WILSON, INC
Employer identification number (EIN):741330810
NAIC Classification:238290
NAIC Description:Other Building Equipment Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUELLER & WILSON, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01BRIAN WILSON2021-10-11 BRIAN WILSON2021-10-11
0022019-01-01BRIAN WILSON2020-10-12
0022018-01-01BRIAN WILSON2019-08-01
0022017-01-01BRIAN WILSON
0022016-01-01BRIAN WILSON
0022015-01-01BRIAN WILSON
0022014-01-01BRIAN WILSON
0022013-01-01BRIAN C. WILSON BRIAN C. WILSON2014-09-19
0022012-01-01BRIAN C WILSON BRIAN C WILSON2013-09-13
0022011-01-01BRIAN C. WILSON BRIAN C. WILSON2012-04-13
0022010-01-01BRIAN WILSON BRIAN WILSON2011-06-16
0022009-01-01BRIAN WILSON BRIAN WILSON2010-08-31

Plan Statistics for MUELLER & WILSON, INC 401(K) PLAN

401k plan membership statisitcs for MUELLER & WILSON, INC 401(K) PLAN

Measure Date Value
2023: MUELLER & WILSON, INC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0118
Total number of active participants reported on line 7a of the Form 55002023-01-0116
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0123
Number of participants with account balances2023-01-0123
2022: MUELLER & WILSON, INC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118
Total number of active participants reported on line 7a of the Form 55002022-01-0118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0118
Number of participants with account balances2022-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MUELLER & WILSON, INC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0120
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0118
Number of participants with account balances2021-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2017: MUELLER & WILSON, INC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MUELLER & WILSON, INC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MUELLER & WILSON, INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MUELLER & WILSON, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MUELLER & WILSON, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0120
Number of participants with account balances2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MUELLER & WILSON, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MUELLER & WILSON, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0123
Total number of active participants reported on line 7a of the Form 55002011-01-0117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MUELLER & WILSON, INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0122
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0120
Number of participants with account balances2010-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MUELLER & WILSON, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MUELLER & WILSON, INC 401(K) PLAN

Measure Date Value
2023 : MUELLER & WILSON, INC 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$609,926
Expenses. Total of all expenses incurred2023-12-31$23,976
Benefits paid (including direct rollovers)2023-12-31$20,196
Total plan assets at end of year2023-12-31$4,002,973
Total plan assets at beginning of year2023-12-31$3,417,023
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$116,539
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$448,162
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$585,950
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,002,973
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,417,023
Assets. Value of participant loans2023-12-31$8,609
Total contributions received or receivable from employer(s)2023-12-31$45,225
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,780
2022 : MUELLER & WILSON, INC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-397,786
Expenses. Total of all expenses incurred2022-12-31$296,254
Benefits paid (including direct rollovers)2022-12-31$293,029
Total plan assets at end of year2022-12-31$3,417,023
Total plan assets at beginning of year2022-12-31$4,111,063
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$107,672
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$15,420
Other income received2022-12-31$-558,745
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-694,040
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,417,023
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,111,063
Assets. Value of participant loans2022-12-31$11,806
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$37,867
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,225
2021 : MUELLER & WILSON, INC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$635,630
Expenses. Total of all expenses incurred2021-12-31$27,734
Benefits paid (including direct rollovers)2021-12-31$10,868
Total plan assets at end of year2021-12-31$4,111,063
Total plan assets at beginning of year2021-12-31$3,503,167
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$98,038
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$501,654
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$607,896
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,111,063
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,503,167
Assets. Value of participant loans2021-12-31$3,990
Total contributions received or receivable from employer(s)2021-12-31$35,938
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$16,866
2017 : MUELLER & WILSON, INC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$514,641
Expenses. Total of all expenses incurred2017-12-31$49,535
Benefits paid (including direct rollovers)2017-12-31$30,000
Total plan assets at end of year2017-12-31$2,606,451
Total plan assets at beginning of year2017-12-31$2,141,345
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$76,088
Other income received2017-12-31$399,914
Net income (gross income less expenses)2017-12-31$465,106
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,606,451
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,141,345
Assets. Value of participant loans2017-12-31$3,803
Total contributions received or receivable from employer(s)2017-12-31$38,639
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$19,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MUELLER & WILSON, INC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$295,244
Expenses. Total of all expenses incurred2016-12-31$107,543
Benefits paid (including direct rollovers)2016-12-31$90,588
Total plan assets at end of year2016-12-31$2,141,345
Total plan assets at beginning of year2016-12-31$1,953,644
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$72,307
Other income received2016-12-31$195,199
Net income (gross income less expenses)2016-12-31$187,701
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,141,345
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,953,644
Total contributions received or receivable from employer(s)2016-12-31$27,738
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$16,955
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MUELLER & WILSON, INC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$63,128
Expenses. Total of all expenses incurred2015-12-31$294,368
Benefits paid (including direct rollovers)2015-12-31$277,302
Total plan assets at end of year2015-12-31$1,953,644
Total plan assets at beginning of year2015-12-31$2,184,884
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$83,054
Other income received2015-12-31$-44,832
Net income (gross income less expenses)2015-12-31$-231,240
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,953,644
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,184,884
Total contributions received or receivable from employer(s)2015-12-31$24,906
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$17,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MUELLER & WILSON, INC 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$242,154
Expenses. Total of all expenses incurred2014-12-31$418,716
Benefits paid (including direct rollovers)2014-12-31$399,199
Total plan assets at end of year2014-12-31$2,184,884
Total plan assets at beginning of year2014-12-31$2,361,446
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$101,609
Other income received2014-12-31$113,730
Net income (gross income less expenses)2014-12-31$-176,562
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,184,884
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,361,446
Total contributions received or receivable from employer(s)2014-12-31$26,815
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$19,517
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MUELLER & WILSON, INC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$564,799
Expenses. Total of all expenses incurred2013-12-31$25,472
Benefits paid (including direct rollovers)2013-12-31$7,990
Total plan assets at end of year2013-12-31$2,361,446
Total plan assets at beginning of year2013-12-31$1,822,119
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$114,143
Contributions received from other sources (not participants or employers)2013-12-31$39,260
Other income received2013-12-31$371,945
Net income (gross income less expenses)2013-12-31$539,327
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,361,446
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,822,119
Total contributions received or receivable from employer(s)2013-12-31$39,451
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$17,482
2012 : MUELLER & WILSON, INC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$304,865
Expenses. Total of all expenses incurred2012-12-31$15,238
Benefits paid (including direct rollovers)2012-12-31$747
Total plan assets at end of year2012-12-31$1,822,119
Total plan assets at beginning of year2012-12-31$1,532,492
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$111,896
Other income received2012-12-31$153,082
Net income (gross income less expenses)2012-12-31$289,627
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,822,119
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,532,492
Total contributions received or receivable from employer(s)2012-12-31$39,887
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$14,491
2011 : MUELLER & WILSON, INC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$25,351
Expenses. Total of all expenses incurred2011-12-31$216,739
Benefits paid (including direct rollovers)2011-12-31$202,758
Total plan assets at end of year2011-12-31$1,532,492
Total plan assets at beginning of year2011-12-31$1,723,880
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$90,948
Other income received2011-12-31$-106,994
Net income (gross income less expenses)2011-12-31$-191,388
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,532,492
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,723,880
Total contributions received or receivable from employer(s)2011-12-31$41,397
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13,981
2010 : MUELLER & WILSON, INC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$476,292
Expenses. Total of all expenses incurred2010-12-31$113,479
Benefits paid (including direct rollovers)2010-12-31$98,708
Total plan assets at end of year2010-12-31$1,723,880
Total plan assets at beginning of year2010-12-31$1,361,067
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$128,538
Other income received2010-12-31$194,974
Net income (gross income less expenses)2010-12-31$362,813
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,723,880
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,361,067
Total contributions received or receivable from employer(s)2010-12-31$152,780
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$14,771
2009 : MUELLER & WILSON, INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MUELLER & WILSON, INC 401(K) PLAN

2023: MUELLER & WILSON, INC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MUELLER & WILSON, INC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MUELLER & WILSON, INC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2017: MUELLER & WILSON, INC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: MUELLER & WILSON, INC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: MUELLER & WILSON, INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: MUELLER & WILSON, INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: MUELLER & WILSON, INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: MUELLER & WILSON, INC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: MUELLER & WILSON, INC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MUELLER & WILSON, INC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MUELLER & WILSON, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70018
Policy instance 1
Insurance contract or identification number70018
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-06-14
Total amount of commissions paid to insurance brokerUSD $10,095
Total amount of fees paid to insurance companyUSD $849
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees774
Commission paid to Insurance BrokerUSD $10,095
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70018
Policy instance 1
Insurance contract or identification number70018
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,742
Total amount of fees paid to insurance companyUSD $50
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,742
Insurance broker organization code?3
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K. YOUNG CONSULTING, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70018
Policy instance 1
Insurance contract or identification number70018
Number of Individuals Covered15
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,193
Total amount of fees paid to insurance companyUSD $200
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,193
Insurance broker organization code?3
Amount paid for insurance broker fees200
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K. YOUNG CONSULTING, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70018
Policy instance 1
Insurance contract or identification number70018
Number of Individuals Covered16
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,801
Total amount of fees paid to insurance companyUSD $400
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,801
Insurance broker organization code?3
Amount paid for insurance broker fees400
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K. YOUNG CONSULTING, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70018
Policy instance 1
Insurance contract or identification number70018
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,058
Total amount of fees paid to insurance companyUSD $174
Amount paid for insurance broker fees174
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $11,058
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70018
Policy instance 1
Insurance contract or identification number70018
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,178
Total amount of fees paid to insurance companyUSD $827
Amount paid for insurance broker fees827
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9,178
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70018
Policy instance 1
Insurance contract or identification number70018
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,949
Total amount of fees paid to insurance companyUSD $1,080
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number70018
Policy instance 1
Insurance contract or identification number70018
Number of Individuals Covered14
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,642
Total amount of fees paid to insurance companyUSD $1,560
Amount paid for insurance broker fees1560
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9,642
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES

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