401k Plan data: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST plan

RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST
Plan identification number	001

RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

RALPH C. MEHLER AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name: RALPH C. MEHLER AGENCY, INC

Employer identification number (EIN): 251069955

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-06-01
001 2022-06-01
001 2021-06-01
001 2020-06-01
001 2019-06-01
001 2018-06-01 RALPH C. MEHLER
001 2017-06-01 RALPH C. MEHLER
001 2016-06-01 RALPH C. MEHLER
001 2015-06-01 RALPH C. MEHLER
001 2014-06-01 RALPH C. MEHLER
001 2013-06-01 RALPH C. MEHLER
001 2012-06-01 RALPH C. MEHLER
001 2011-06-01 RALPH C. MEHLER
001 2009-06-01 RALPH C. MEHLER

Plan Statistics for RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-06-01 0
Number of retired or separated participants receiving benefits 2023-06-01 0
Number of other retired or separated participants entitled to future benefits 2023-06-01 0
Total of all active and inactive participants 2023-06-01 0
Total participants 2023-06-01 0
Number of participants with account balances 2023-06-01 0
2022: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 6
Number of other retired or separated participants entitled to future benefits 2022-06-01 2
Total of all active and inactive participants 2022-06-01 8
Total participants 2022-06-01 8
Number of participants with account balances 2022-06-01 8
2021: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 6
Number of retired or separated participants receiving benefits 2021-06-01 1
Number of other retired or separated participants entitled to future benefits 2021-06-01 1
Total of all active and inactive participants 2021-06-01 8
Total participants 2021-06-01 8
Number of participants with account balances 2021-06-01 8
2020: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 7
Number of retired or separated participants receiving benefits 2020-06-01 1
Total of all active and inactive participants 2020-06-01 8
Total participants 2020-06-01 8
Number of participants with account balances 2020-06-01 8
2019: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 7
Number of retired or separated participants receiving benefits 2019-06-01 1
Total of all active and inactive participants 2019-06-01 8
Total participants 2019-06-01 8
Number of participants with account balances 2019-06-01 8
2018: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 6
Number of retired or separated participants receiving benefits 2018-06-01 1
Number of other retired or separated participants entitled to future benefits 2018-06-01 1
Total of all active and inactive participants 2018-06-01 8
Total participants 2018-06-01 8
Number of participants with account balances 2018-06-01 8
2017: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 6
Number of retired or separated participants receiving benefits 2017-06-01 2
Total of all active and inactive participants 2017-06-01 8
Total participants 2017-06-01 8
Number of participants with account balances 2017-06-01 8
2016: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 7
Number of retired or separated participants receiving benefits 2016-06-01 1
Total of all active and inactive participants 2016-06-01 8
Total participants 2016-06-01 8
Number of participants with account balances 2016-06-01 8
2015: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 7
Number of retired or separated participants receiving benefits 2015-06-01 1
Total of all active and inactive participants 2015-06-01 8
Total participants 2015-06-01 8
Number of participants with account balances 2015-06-01 8
2014: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 7
Number of retired or separated participants receiving benefits 2014-06-01 1
Total of all active and inactive participants 2014-06-01 8
Total participants 2014-06-01 8
Number of participants with account balances 2014-06-01 8
2013: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 7
Number of retired or separated participants receiving benefits 2013-06-01 1
Total of all active and inactive participants 2013-06-01 8
Total participants 2013-06-01 8
Number of participants with account balances 2013-06-01 8
2012: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 6
Number of other retired or separated participants entitled to future benefits 2012-06-01 2
Total of all active and inactive participants 2012-06-01 8
Total participants 2012-06-01 8
Number of participants with account balances 2012-06-01 8
2011: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 7
Number of other retired or separated participants entitled to future benefits 2011-06-01 1
Total of all active and inactive participants 2011-06-01 8
Total participants 2011-06-01 8
Number of participants with account balances 2011-06-01 8
2009: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-06-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 8
Total of all active and inactive participants 2009-06-01 8
Total participants 2009-06-01 8
Number of participants with account balances 2009-06-01 8

Measure	Date	Value
2023: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-06-01	0
Number of retired or separated participants receiving benefits	2023-06-01	0
Number of other retired or separated participants entitled to future benefits	2023-06-01	0
Total of all active and inactive participants	2023-06-01	0
Total participants	2023-06-01	0
Number of participants with account balances	2023-06-01	0
2022: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	6
Number of other retired or separated participants entitled to future benefits	2022-06-01	2
Total of all active and inactive participants	2022-06-01	8
Total participants	2022-06-01	8
Number of participants with account balances	2022-06-01	8
2021: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	6
Number of retired or separated participants receiving benefits	2021-06-01	1
Number of other retired or separated participants entitled to future benefits	2021-06-01	1
Total of all active and inactive participants	2021-06-01	8
Total participants	2021-06-01	8
Number of participants with account balances	2021-06-01	8
2020: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	7
Number of retired or separated participants receiving benefits	2020-06-01	1
Total of all active and inactive participants	2020-06-01	8
Total participants	2020-06-01	8
Number of participants with account balances	2020-06-01	8
2019: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	7
Number of retired or separated participants receiving benefits	2019-06-01	1
Total of all active and inactive participants	2019-06-01	8
Total participants	2019-06-01	8
Number of participants with account balances	2019-06-01	8
2018: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	6
Number of retired or separated participants receiving benefits	2018-06-01	1
Number of other retired or separated participants entitled to future benefits	2018-06-01	1
Total of all active and inactive participants	2018-06-01	8
Total participants	2018-06-01	8
Number of participants with account balances	2018-06-01	8
2017: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	6
Number of retired or separated participants receiving benefits	2017-06-01	2
Total of all active and inactive participants	2017-06-01	8
Total participants	2017-06-01	8
Number of participants with account balances	2017-06-01	8
2016: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	7
Number of retired or separated participants receiving benefits	2016-06-01	1
Total of all active and inactive participants	2016-06-01	8
Total participants	2016-06-01	8
Number of participants with account balances	2016-06-01	8
2015: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	7
Number of retired or separated participants receiving benefits	2015-06-01	1
Total of all active and inactive participants	2015-06-01	8
Total participants	2015-06-01	8
Number of participants with account balances	2015-06-01	8
2014: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	7
Number of retired or separated participants receiving benefits	2014-06-01	1
Total of all active and inactive participants	2014-06-01	8
Total participants	2014-06-01	8
Number of participants with account balances	2014-06-01	8
2013: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	7
Number of retired or separated participants receiving benefits	2013-06-01	1
Total of all active and inactive participants	2013-06-01	8
Total participants	2013-06-01	8
Number of participants with account balances	2013-06-01	8
2012: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	6
Number of other retired or separated participants entitled to future benefits	2012-06-01	2
Total of all active and inactive participants	2012-06-01	8
Total participants	2012-06-01	8
Number of participants with account balances	2012-06-01	8
2011: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	7
Number of other retired or separated participants entitled to future benefits	2011-06-01	1
Total of all active and inactive participants	2011-06-01	8
Total participants	2011-06-01	8
Number of participants with account balances	2011-06-01	8
2009: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-06-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	8
Total of all active and inactive participants	2009-06-01	8
Total participants	2009-06-01	8
Number of participants with account balances	2009-06-01	8

Financial Data on RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total income from all sources	2023-12-31	$331,864
Expenses. Total of all expenses incurred	2023-12-31	$6,539,802
Benefits paid (including direct rollovers)	2023-12-31	$6,534,131
Total plan assets at end of year	2023-12-31	$0
Total plan assets at beginning of year	2023-12-31	$6,207,938
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$304,605
Net income (gross income less expenses)	2023-12-31	$-6,207,938
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,207,938
Total contributions received or receivable from employer(s)	2023-12-31	$27,259
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$5,671
Total income from all sources	2023-05-31	$64,354
Expenses. Total of all expenses incurred	2023-05-31	$202,061
Benefits paid (including direct rollovers)	2023-05-31	$196,000
Total plan assets at end of year	2023-05-31	$6,207,938
Total plan assets at beginning of year	2023-05-31	$6,345,645
Value of fidelity bond covering the plan	2023-05-31	$500,000
Other income received	2023-05-31	$-23,649
Net income (gross income less expenses)	2023-05-31	$-137,707
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$6,207,938
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$6,345,645
Total contributions received or receivable from employer(s)	2023-05-31	$88,003
Expenses. Administrative service providers (salaries,fees and commissions)	2023-05-31	$6,061
2022 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-05-31	$-302,211
Expenses. Total of all expenses incurred	2022-05-31	$184,000
Benefits paid (including direct rollovers)	2022-05-31	$184,000
Total plan assets at end of year	2022-05-31	$6,345,645
Total plan assets at beginning of year	2022-05-31	$6,831,856
Value of fidelity bond covering the plan	2022-05-31	$500,000
Other income received	2022-05-31	$-385,392
Net income (gross income less expenses)	2022-05-31	$-486,211
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$6,345,645
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$6,831,856
Total contributions received or receivable from employer(s)	2022-05-31	$83,181
2021 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-05-31	$1,590,614
Expenses. Total of all expenses incurred	2021-05-31	$160,000
Benefits paid (including direct rollovers)	2021-05-31	$160,000
Total plan assets at end of year	2021-05-31	$6,831,856
Total plan assets at beginning of year	2021-05-31	$5,401,242
Value of fidelity bond covering the plan	2021-05-31	$500,000
Other income received	2021-05-31	$1,506,617
Net income (gross income less expenses)	2021-05-31	$1,430,614
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$6,831,856
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$5,401,242
Total contributions received or receivable from employer(s)	2021-05-31	$83,997
2020 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-05-31	$541,108
Expenses. Total of all expenses incurred	2020-05-31	$251,248
Benefits paid (including direct rollovers)	2020-05-31	$251,248
Total plan assets at end of year	2020-05-31	$5,401,242
Total plan assets at beginning of year	2020-05-31	$5,111,382
Value of fidelity bond covering the plan	2020-05-31	$500,000
Other income received	2020-05-31	$455,945
Net income (gross income less expenses)	2020-05-31	$289,860
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$5,401,242
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$5,111,382
Total contributions received or receivable from employer(s)	2020-05-31	$85,163
2019 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-05-31	$257,794
Expenses. Total of all expenses incurred	2019-05-31	$171,705
Benefits paid (including direct rollovers)	2019-05-31	$171,705
Total plan assets at end of year	2019-05-31	$5,111,382
Total plan assets at beginning of year	2019-05-31	$5,025,293
Value of fidelity bond covering the plan	2019-05-31	$500,000
Other income received	2019-05-31	$183,094
Net income (gross income less expenses)	2019-05-31	$86,089
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$5,111,382
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$5,025,293
Total contributions received or receivable from employer(s)	2019-05-31	$74,700
2018 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-05-31	$495,539
Expenses. Total of all expenses incurred	2018-05-31	$134,220
Benefits paid (including direct rollovers)	2018-05-31	$134,220
Total plan assets at end of year	2018-05-31	$5,025,293
Total plan assets at beginning of year	2018-05-31	$4,663,974
Value of fidelity bond covering the plan	2018-05-31	$500,000
Other income received	2018-05-31	$434,647
Net income (gross income less expenses)	2018-05-31	$361,319
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$5,025,293
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$4,663,974
Total contributions received or receivable from employer(s)	2018-05-31	$60,892
2017 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-05-31	$541,172
Expenses. Total of all expenses incurred	2017-05-31	$130,460
Benefits paid (including direct rollovers)	2017-05-31	$130,460
Total plan assets at end of year	2017-05-31	$4,663,974
Total plan assets at beginning of year	2017-05-31	$4,253,262
Value of fidelity bond covering the plan	2017-05-31	$500,000
Other income received	2017-05-31	$451,393
Net income (gross income less expenses)	2017-05-31	$410,712
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$4,663,974
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$4,253,262
Total contributions received or receivable from employer(s)	2017-05-31	$89,779
2016 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-05-31	$120,448
Expenses. Total of all expenses incurred	2016-05-31	$138,710
Benefits paid (including direct rollovers)	2016-05-31	$138,710
Total plan assets at end of year	2016-05-31	$4,253,262
Total plan assets at beginning of year	2016-05-31	$4,271,524
Value of fidelity bond covering the plan	2016-05-31	$500,000
Other income received	2016-05-31	$32,246
Net income (gross income less expenses)	2016-05-31	$-18,262
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$4,253,262
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$4,271,524
Total contributions received or receivable from employer(s)	2016-05-31	$88,202
2015 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-05-31	$348,391
Expenses. Total of all expenses incurred	2015-05-31	$164,076
Benefits paid (including direct rollovers)	2015-05-31	$164,076
Total plan assets at end of year	2015-05-31	$4,271,524
Total plan assets at beginning of year	2015-05-31	$4,087,209
Value of fidelity bond covering the plan	2015-05-31	$500,000
Other income received	2015-05-31	$261,757
Net income (gross income less expenses)	2015-05-31	$184,315
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$4,271,524
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$4,087,209
Total contributions received or receivable from employer(s)	2015-05-31	$86,634
2014 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-05-31	$486,959
Expenses. Total of all expenses incurred	2014-05-31	$261,114
Benefits paid (including direct rollovers)	2014-05-31	$261,114
Total plan assets at end of year	2014-05-31	$4,087,209
Total plan assets at beginning of year	2014-05-31	$3,861,364
Value of fidelity bond covering the plan	2014-05-31	$500,000
Other income received	2014-05-31	$402,798
Net income (gross income less expenses)	2014-05-31	$225,845
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$4,087,209
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$3,861,364
Total contributions received or receivable from employer(s)	2014-05-31	$84,161
2013 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-05-31	$565,362
Expenses. Total of all expenses incurred	2013-05-31	$126,960
Benefits paid (including direct rollovers)	2013-05-31	$126,960
Total plan assets at end of year	2013-05-31	$3,861,364
Total plan assets at beginning of year	2013-05-31	$3,422,962
Value of fidelity bond covering the plan	2013-05-31	$500,000
Other income received	2013-05-31	$488,996
Net income (gross income less expenses)	2013-05-31	$438,402
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$3,861,364
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$3,422,962
Total contributions received or receivable from employer(s)	2013-05-31	$76,366
2012 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-05-31	$61,534
Expenses. Total of all expenses incurred	2012-05-31	$258,703
Benefits paid (including direct rollovers)	2012-05-31	$258,678
Total plan assets at end of year	2012-05-31	$3,422,962
Total plan assets at beginning of year	2012-05-31	$3,620,131
Value of fidelity bond covering the plan	2012-05-31	$500,000
Other income received	2012-05-31	$-19,099
Net income (gross income less expenses)	2012-05-31	$-197,169
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$3,422,962
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$3,620,131
Total contributions received or receivable from employer(s)	2012-05-31	$80,633
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$25
2011 : RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-05-31	$570,297
Expenses. Total of all expenses incurred	2011-05-31	$126,960
Benefits paid (including direct rollovers)	2011-05-31	$126,960
Total plan assets at end of year	2011-05-31	$3,620,131
Total plan assets at beginning of year	2011-05-31	$3,176,794
Value of fidelity bond covering the plan	2011-05-31	$500,000
Other income received	2011-05-31	$496,213
Net income (gross income less expenses)	2011-05-31	$443,337
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$3,620,131
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$3,176,794
Total contributions received or receivable from employer(s)	2011-05-31	$74,084

Form 5500 Responses for RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST

2023: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-06-01	Type of plan entity	Single employer plan
2023-06-01	This submission is the final filing	Yes
2023-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-06-01	Plan funding arrangement – Trust	Yes
2023-06-01	Plan benefit arrangement - Trust	Yes
2022: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: RALPH C. MEHLER AGENCY, INC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	This submission is the final filing	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RALPH C. MEHLER AGENCY, INC
Employer identification number (EIN):	251069955
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages