401k Plan data: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST plan

MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST
Plan identification number	001

MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

MULLEN & MAHON, INC. has sponsored the creation of one or more 401k plans.

Company Name: MULLEN & MAHON, INC.

Employer identification number (EIN): 060911757

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 PATRICK MAHON
001 2023-01-01
001 2023-01-01 PATRICK MAHON
001 2022-01-01
001 2022-01-01 PATRICK MAHON
001 2021-01-01
001 2021-01-01 PATRICK MAHON
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 PATRICK MAHON PATRICK MAHON 2018-06-29
001 2016-01-01 PATRICK MAHON PATRICK MAHON 2017-05-22
001 2015-01-01 PATRICK MAHON PATRICK MAHON 2016-10-10
001 2014-01-01 PATRICK MAHON PATRICK MAHON 2015-06-22
001 2013-01-01 PATRICK MAHON PATRICK MAHON 2014-06-17
001 2012-01-01 PATRICK MAHON PATRICK MAHON 2013-07-22
001 2011-01-01 PATRICK MAHON PATRICK MAHON 2013-11-12
001 2009-01-01 PATRICK MAHON PATRICK MAHON 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	PATRICK MAHON
001	2023-01-01
001	2023-01-01	PATRICK MAHON
001	2022-01-01
001	2022-01-01	PATRICK MAHON
001	2021-01-01
001	2021-01-01	PATRICK MAHON
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	PATRICK MAHON	PATRICK MAHON	2018-06-29
001	2016-01-01	PATRICK MAHON	PATRICK MAHON	2017-05-22
001	2015-01-01	PATRICK MAHON	PATRICK MAHON	2016-10-10
001	2014-01-01	PATRICK MAHON	PATRICK MAHON	2015-06-22
001	2013-01-01	PATRICK MAHON	PATRICK MAHON	2014-06-17
001	2012-01-01	PATRICK MAHON	PATRICK MAHON	2013-07-22
001	2011-01-01	PATRICK MAHON	PATRICK MAHON	2013-11-12
001	2009-01-01	PATRICK MAHON	PATRICK MAHON	2010-07-26

Plan Statistics for MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST

Measure Date Value
2023: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 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: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
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: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 1
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 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: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
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: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	1
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST

Measure	Date	Value
2023 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$385,757
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,874,806
Total plan assets at beginning of year	2023-12-31	$1,489,049
Value of fidelity bond covering the plan	2023-12-31	$260,000
Total contributions received or receivable from participants	2023-12-31	$31,561
Other income received	2023-12-31	$347,898
Net income (gross income less expenses)	2023-12-31	$385,757
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,874,806
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,489,049
Total contributions received or receivable from employer(s)	2023-12-31	$6,298
2022 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-287,515
Expenses. Total of all expenses incurred	2022-12-31	$1,304
Benefits paid (including direct rollovers)	2022-12-31	$1,051
Total plan assets at end of year	2022-12-31	$1,489,049
Total plan assets at beginning of year	2022-12-31	$1,777,868
Value of fidelity bond covering the plan	2022-12-31	$260,000
Total contributions received or receivable from participants	2022-12-31	$29,569
Other income received	2022-12-31	$-323,542
Net income (gross income less expenses)	2022-12-31	$-288,819
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,489,049
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,777,868
Total contributions received or receivable from employer(s)	2022-12-31	$6,458
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$253
2021 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$368,617
Expenses. Total of all expenses incurred	2021-12-31	$130
Total plan assets at end of year	2021-12-31	$1,777,868
Total plan assets at beginning of year	2021-12-31	$1,409,381
Value of fidelity bond covering the plan	2021-12-31	$260,000
Total contributions received or receivable from participants	2021-12-31	$28,600
Other income received	2021-12-31	$333,765
Net income (gross income less expenses)	2021-12-31	$368,487
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,777,868
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,409,381
Total contributions received or receivable from employer(s)	2021-12-31	$6,252
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$130
2020 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$258,389
Expenses. Total of all expenses incurred	2020-12-31	$29,546
Benefits paid (including direct rollovers)	2020-12-31	$29,346
Total plan assets at end of year	2020-12-31	$1,409,381
Total plan assets at beginning of year	2020-12-31	$1,180,538
Value of fidelity bond covering the plan	2020-12-31	$260,000
Total contributions received or receivable from participants	2020-12-31	$30,662
Other income received	2020-12-31	$220,596
Net income (gross income less expenses)	2020-12-31	$228,843
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,409,381
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,180,538
Total contributions received or receivable from employer(s)	2020-12-31	$7,131
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$200
2019 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$292,540
Expenses. Total of all expenses incurred	2019-12-31	$100
Total plan assets at end of year	2019-12-31	$1,180,538
Total plan assets at beginning of year	2019-12-31	$888,098
Value of fidelity bond covering the plan	2019-12-31	$260,000
Total contributions received or receivable from participants	2019-12-31	$28,621
Other income received	2019-12-31	$257,045
Net income (gross income less expenses)	2019-12-31	$292,440
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,180,538
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$888,098
Assets. Value of participant loans	2019-12-31	$1,971
Total contributions received or receivable from employer(s)	2019-12-31	$6,874
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$100
2018 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-24,394
Expenses. Total of all expenses incurred	2018-12-31	$63,801
Benefits paid (including direct rollovers)	2018-12-31	$63,521
Total plan assets at end of year	2018-12-31	$888,098
Total plan assets at beginning of year	2018-12-31	$976,293
Value of fidelity bond covering the plan	2018-12-31	$260,000
Total contributions received or receivable from participants	2018-12-31	$28,121
Other income received	2018-12-31	$-59,367
Net income (gross income less expenses)	2018-12-31	$-88,195
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$888,098
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$976,293
Assets. Value of participant loans	2018-12-31	$3,388
Total contributions received or receivable from employer(s)	2018-12-31	$6,852
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$280
2017 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$190,646
Expenses. Total of all expenses incurred	2017-12-31	$260
Total plan assets at end of year	2017-12-31	$976,293
Total plan assets at beginning of year	2017-12-31	$785,907
Value of fidelity bond covering the plan	2017-12-31	$260,000
Total contributions received or receivable from participants	2017-12-31	$27,640
Other income received	2017-12-31	$155,064
Net income (gross income less expenses)	2017-12-31	$190,386
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$976,293
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$785,907
Assets. Value of participant loans	2017-12-31	$10,403
Total contributions received or receivable from employer(s)	2017-12-31	$7,942
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$260
2016 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$123,954
Expenses. Total of all expenses incurred	2016-12-31	$260
Total plan assets at end of year	2016-12-31	$785,907
Total plan assets at beginning of year	2016-12-31	$662,213
Value of fidelity bond covering the plan	2016-12-31	$260,000
Total contributions received or receivable from participants	2016-12-31	$27,621
Other income received	2016-12-31	$83,041
Net income (gross income less expenses)	2016-12-31	$123,694
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$785,907
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$662,213
Assets. Value of participant loans	2016-12-31	$9,949
Total contributions received or receivable from employer(s)	2016-12-31	$13,292
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$260
2015 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$30,587
Expenses. Total of all expenses incurred	2015-12-31	$558
Total plan assets at end of year	2015-12-31	$662,213
Total plan assets at beginning of year	2015-12-31	$632,184
Value of fidelity bond covering the plan	2015-12-31	$260,000
Total contributions received or receivable from participants	2015-12-31	$26,639
Other income received	2015-12-31	$-9,279
Net income (gross income less expenses)	2015-12-31	$30,029
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$662,213
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$632,184
Assets. Value of participant loans	2015-12-31	$5,509
Total contributions received or receivable from employer(s)	2015-12-31	$13,227
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$558
2014 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$85,478
Expenses. Total of all expenses incurred	2014-12-31	$24,355
Benefits paid (including direct rollovers)	2014-12-31	$24,000
Total plan assets at end of year	2014-12-31	$632,184
Total plan assets at beginning of year	2014-12-31	$571,061
Value of fidelity bond covering the plan	2014-12-31	$260,000
Total contributions received or receivable from participants	2014-12-31	$27,075
Other income received	2014-12-31	$45,914
Net income (gross income less expenses)	2014-12-31	$61,123
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$632,184
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$571,061
Assets. Value of participant loans	2014-12-31	$9,670
Total contributions received or receivable from employer(s)	2014-12-31	$12,489
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$355
2013 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$152,823
Expenses. Total of all expenses incurred	2013-12-31	$200
Total plan assets at end of year	2013-12-31	$571,061
Total plan assets at beginning of year	2013-12-31	$418,438
Value of fidelity bond covering the plan	2013-12-31	$260,000
Total contributions received or receivable from participants	2013-12-31	$19,967
Other income received	2013-12-31	$121,226
Net income (gross income less expenses)	2013-12-31	$152,623
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$571,061
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$418,438
Assets. Value of participant loans	2013-12-31	$7,999
Total contributions received or receivable from employer(s)	2013-12-31	$11,630
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$200
2012 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$81,544
Expenses. Total of all expenses incurred	2012-12-31	$625
Total plan assets at end of year	2012-12-31	$418,458
Total plan assets at beginning of year	2012-12-31	$337,539
Value of fidelity bond covering the plan	2012-12-31	$260,000
Total contributions received or receivable from participants	2012-12-31	$19,477
Other income received	2012-12-31	$51,895
Net income (gross income less expenses)	2012-12-31	$80,919
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$418,458
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$337,539
Assets. Value of participant loans	2012-12-31	$11,579
Total contributions received or receivable from employer(s)	2012-12-31	$10,172
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$625
2011 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$25,422
Expenses. Total of all expenses incurred	2011-12-31	$578
Total plan assets at end of year	2011-12-31	$337,539
Total plan assets at beginning of year	2011-12-31	$312,695
Value of fidelity bond covering the plan	2011-12-31	$260,000
Total contributions received or receivable from participants	2011-12-31	$19,095
Other income received	2011-12-31	$-6,965
Net income (gross income less expenses)	2011-12-31	$24,844
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$337,539
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$312,695
Assets. Value of participant loans	2011-12-31	$14,489
Total contributions received or receivable from employer(s)	2011-12-31	$13,292
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$578
2010 : MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$74,440
Expenses. Total of all expenses incurred	2010-12-31	$320
Total plan assets at end of year	2010-12-31	$312,695
Total plan assets at beginning of year	2010-12-31	$238,575
Value of fidelity bond covering the plan	2010-12-31	$260,000
Total contributions received or receivable from participants	2010-12-31	$21,032
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$40,324
Net income (gross income less expenses)	2010-12-31	$74,120
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$312,695
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$238,575
Assets. Value of participant loans	2010-12-31	$3,931
Total contributions received or receivable from employer(s)	2010-12-31	$13,084
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$320

Form 5500 Responses for MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST

2023: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MULLEN & MAHON, INC. RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MULLEN & MAHON, INC.
Employer identification number (EIN):	060911757
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages