401k Plan data: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING plan

DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 401k Plan overview

Plan Name	DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING
Plan identification number	001

DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.

401k Sponsoring company profile

KW MUELLER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: KW MUELLER, P.C.

Employer identification number (EIN): 860747255

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KEITH MUELLER CPA
001 2016-01-01 KEITH MUELLER CPA
001 2015-01-01 KEITH MUELLER CPA
001 2014-01-01 KEITH MUELLER CPA
001 2013-01-01 KEITH MUELLER CPA
001 2012-01-01 KEITH MUELLER CPA
001 2011-01-01 KEITH MUELLER CPA
001 2009-01-01 KEITH MUELLER CPA

Plan Statistics for DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING

401k plan membership statisitcs for DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING

Measure Date Value
2023: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2023: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING

Measure	Date	Value
2023 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2023 401k financial data
Total income from all sources	2023-12-31	$109,696
Total plan assets at end of year	2023-12-31	$890,505
Total plan assets at beginning of year	2023-12-31	$780,809
Value of fidelity bond covering the plan	2023-12-31	$72,000
Other income received	2023-12-31	$86,196
Net income (gross income less expenses)	2023-12-31	$109,696
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$890,505
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$780,809
Assets. Value of participant loans	2023-12-31	$17,215
Total contributions received or receivable from employer(s)	2023-12-31	$23,500
2022 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2022 401k financial data
Total income from all sources	2022-12-31	$-58,880
Total plan assets at end of year	2022-12-31	$780,809
Total plan assets at beginning of year	2022-12-31	$839,689
Value of fidelity bond covering the plan	2022-12-31	$72,000
Total contributions received or receivable from participants	2022-12-31	$26,550
Other income received	2022-12-31	$-91,430
Net income (gross income less expenses)	2022-12-31	$-58,880
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$780,809
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$839,689
Assets. Value of participant loans	2022-12-31	$17,148
Total contributions received or receivable from employer(s)	2022-12-31	$6,000
2021 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2021 401k financial data
Total income from all sources	2021-12-31	$120,628
Total plan assets at end of year	2021-12-31	$839,689
Total plan assets at beginning of year	2021-12-31	$719,061
Value of fidelity bond covering the plan	2021-12-31	$72,000
Total contributions received or receivable from participants	2021-12-31	$31,850
Other income received	2021-12-31	$80,778
Net income (gross income less expenses)	2021-12-31	$120,628
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$839,689
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$719,061
Assets. Value of participant loans	2021-12-31	$21,824
Total contributions received or receivable from employer(s)	2021-12-31	$8,000
2020 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2020 401k financial data
Total income from all sources	2020-12-31	$97,708
Total plan assets at end of year	2020-12-31	$719,061
Total plan assets at beginning of year	2020-12-31	$621,353
Value of fidelity bond covering the plan	2020-12-31	$72,000
Total contributions received or receivable from participants	2020-12-31	$21,500
Other income received	2020-12-31	$66,208
Net income (gross income less expenses)	2020-12-31	$97,708
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$719,061
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$621,353
Assets. Value of participant loans	2020-12-31	$25,987
Total contributions received or receivable from employer(s)	2020-12-31	$10,000
2019 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2019 401k financial data
Total income from all sources	2019-12-31	$129,449
Total plan assets at end of year	2019-12-31	$621,353
Total plan assets at beginning of year	2019-12-31	$491,904
Total contributions received or receivable from participants	2019-12-31	$13,500
Other income received	2019-12-31	$101,949
Net income (gross income less expenses)	2019-12-31	$129,449
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$621,353
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$491,904
Assets. Value of participant loans	2019-12-31	$31,285
Total contributions received or receivable from employer(s)	2019-12-31	$14,000
2018 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2018 401k financial data
Total income from all sources	2018-12-31	$-2,618
Total plan assets at end of year	2018-12-31	$491,904
Total plan assets at beginning of year	2018-12-31	$494,522
Total contributions received or receivable from participants	2018-12-31	$7,500
Other income received	2018-12-31	$-22,618
Net income (gross income less expenses)	2018-12-31	$-2,618
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$491,904
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$494,522
Assets. Value of participant loans	2018-12-31	$34,659
Total contributions received or receivable from employer(s)	2018-12-31	$12,500
2017 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$48
Total income from all sources	2017-12-31	$99,711
Total plan assets at end of year	2017-12-31	$494,522
Total plan assets at beginning of year	2017-12-31	$394,859
Other income received	2017-12-31	$78,711
Net income (gross income less expenses)	2017-12-31	$99,711
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$494,522
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$394,811
Assets. Value of participant loans	2017-12-31	$36,817
Total contributions received or receivable from employer(s)	2017-12-31	$21,000
2016 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$48
Total income from all sources	2016-12-31	$26,142
Total plan assets at end of year	2016-12-31	$394,859
Total plan assets at beginning of year	2016-12-31	$368,669
Other income received	2016-12-31	$7,142
Net income (gross income less expenses)	2016-12-31	$26,142
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$394,811
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$368,669
Assets. Value of participant loans	2016-12-31	$13,841
Total contributions received or receivable from employer(s)	2016-12-31	$19,000
2015 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2015 401k financial data
Total income from all sources	2015-12-31	$14,218
Expenses. Total of all expenses incurred	2015-12-31	$18,500
Benefits paid (including direct rollovers)	2015-12-31	$18,500
Total plan assets at end of year	2015-12-31	$368,669
Total plan assets at beginning of year	2015-12-31	$372,951
Other income received	2015-12-31	$-3,782
Net income (gross income less expenses)	2015-12-31	$-4,282
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$368,669
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$372,951
Total contributions received or receivable from employer(s)	2015-12-31	$18,000
2014 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2014 401k financial data
Total income from all sources	2014-12-31	$28,396
Total plan assets at end of year	2014-12-31	$372,951
Total plan assets at beginning of year	2014-12-31	$344,555
Other income received	2014-12-31	$18,396
Net income (gross income less expenses)	2014-12-31	$28,396
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$372,951
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$344,555
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$10,000
2013 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2013 401k financial data
Total income from all sources	2013-12-31	$58,148
Total plan assets at end of year	2013-12-31	$344,555
Total plan assets at beginning of year	2013-12-31	$286,407
Other income received	2013-12-31	$47,798
Net income (gross income less expenses)	2013-12-31	$58,148
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$344,555
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$286,407
Assets. Value of participant loans	2013-12-31	$6,500
Total contributions received or receivable from employer(s)	2013-12-31	$10,350
2012 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2012 401k financial data
Total income from all sources	2012-12-31	$25,515
Total plan assets at end of year	2012-12-31	$286,407
Total plan assets at beginning of year	2012-12-31	$260,892
Other income received	2012-12-31	$13,515
Net income (gross income less expenses)	2012-12-31	$25,515
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$286,407
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$260,892
Assets. Value of participant loans	2012-12-31	$5,000
Total contributions received or receivable from employer(s)	2012-12-31	$12,000
2011 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2011 401k financial data
Total income from all sources	2011-12-31	$19,445
Total plan assets at end of year	2011-12-31	$260,892
Total plan assets at beginning of year	2011-12-31	$241,447
Other income received	2011-12-31	$10,445
Net income (gross income less expenses)	2011-12-31	$19,445
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$260,892
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$241,447
Assets. Value of participant loans	2011-12-31	$6,000
Total contributions received or receivable from employer(s)	2011-12-31	$9,000
2010 : DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2010 401k financial data
Total income from all sources	2010-12-31	$48,777
Total plan assets at end of year	2010-12-31	$241,447
Total plan assets at beginning of year	2010-12-31	$192,670
Other income received	2010-12-31	$32,527
Net income (gross income less expenses)	2010-12-31	$48,777
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$241,447
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$192,670
Assets. Value of participant loans	2010-12-31	$6,500
Total contributions received or receivable from employer(s)	2010-12-31	$16,250

Form 5500 Responses for DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING

2023: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DWR CUSTODIAN FOR KW MUELLER PC FBO POOLED ACCOUNT VIP PLUS PFT SHARING 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

DWR CUSTODIAN FOR MAIN STREET FAMILY DENTISTRY [EIN = 521861948]

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Company Name:	KW MUELLER, P.C.
Employer identification number (EIN):	860747255
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants