401k Plan data: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN plan

MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN
Plan identification number	001

MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MUELLER & CO., LLP has sponsored the creation of one or more 401k plans.

Company Name: MUELLER & CO., LLP

Employer identification number (EIN): 362658780

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROY GROESBECK 2019-05-31
001 2017-01-01 ROY GROESBECK 2018-06-20
001 2016-01-01 ROY GROESBECK 2017-07-26
001 2015-01-01 ROY GROESBECK 2016-07-08
001 2014-01-01 ROY GROESBECK 2015-06-09
001 2013-01-01 ROY GROESBECK 2014-07-28
001 2012-01-01 ROY GROESBECK 2013-06-26
001 2011-01-01 ROY GROESBECK 2012-10-01
001 2010-01-01 ROBERT TURNER
001 2009-01-01 ROBERT TURNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROY GROESBECK	2019-05-31
001	2017-01-01	ROY GROESBECK	2018-06-20
001	2016-01-01	ROY GROESBECK	2017-07-26
001	2015-01-01	ROY GROESBECK	2016-07-08
001	2014-01-01	ROY GROESBECK	2015-06-09
001	2013-01-01	ROY GROESBECK	2014-07-28
001	2012-01-01	ROY GROESBECK	2013-06-26
001	2011-01-01	ROY GROESBECK	2012-10-01
001	2010-01-01	ROBERT TURNER
001	2009-01-01	ROBERT TURNER

Plan Statistics for MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2022: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 168
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 56
Total of all active and inactive participants 2022-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 224
Number of participants with account balances 2022-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 19
2021: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 177
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 50
Total of all active and inactive participants 2021-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 227
Number of participants with account balances 2021-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 147
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 49
Total of all active and inactive participants 2020-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 196
Number of participants with account balances 2020-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 154
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 39
Total of all active and inactive participants 2019-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 193
Number of participants with account balances 2019-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2010: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 110
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 73
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 25
Total of all active and inactive participants 2010-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 98
Number of participants with account balances 2010-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 65
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 43
Total of all active and inactive participants 2009-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 108
Number of participants with account balances 2009-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	168
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	56
Total of all active and inactive participants	2022-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	224
Number of participants with account balances	2022-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	19
2021: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	177
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	50
Total of all active and inactive participants	2021-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	227
Number of participants with account balances	2021-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	147
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	49
Total of all active and inactive participants	2020-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	196
Number of participants with account balances	2020-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	154
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	39
Total of all active and inactive participants	2019-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	193
Number of participants with account balances	2019-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2010: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	73
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	25
Total of all active and inactive participants	2010-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	98
Number of participants with account balances	2010-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	65
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	43
Total of all active and inactive participants	2009-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	108
Number of participants with account balances	2009-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

Measure	Date	Value
2022 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,750,789
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,547,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,524,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,798,778
Value of total assets at end of year	2022-12-31	$28,529,639
Value of total assets at beginning of year	2022-12-31	$34,827,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,444
Total interest from all sources	2022-12-31	$3,384
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$945,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$945,980
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,108,234
Participant contributions at end of year	2022-12-31	$88,248
Participant contributions at beginning of year	2022-12-31	$42,071
Participant contributions at end of year	2022-12-31	$271,183
Participant contributions at beginning of year	2022-12-31	$233,503
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$219,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,298,089
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,529,639
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$34,827,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$22,444
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$27,264,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$33,864,551
Interest on participant loans	2022-12-31	$3,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$435,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$287,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$287,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,498,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$470,581
Employer contributions (assets) at end of year	2022-12-31	$470,581
Employer contributions (assets) at beginning of year	2022-12-31	$400,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,524,856
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FRANKEL, LLC
Accountancy firm EIN	2022-12-31	470574775
2021 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,836,092
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,492,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,453,461
Expenses. Certain deemed distributions of participant loans	2021-12-31	$18,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,460,374
Value of total assets at end of year	2021-12-31	$34,827,728
Value of total assets at beginning of year	2021-12-31	$30,484,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$20,453
Total interest from all sources	2021-12-31	$2,142
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,350,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,350,515
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,889,966
Participant contributions at end of year	2021-12-31	$42,071
Participant contributions at beginning of year	2021-12-31	$43,955
Participant contributions at end of year	2021-12-31	$233,503
Participant contributions at beginning of year	2021-12-31	$138,300
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$170,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$6,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,343,232
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,827,728
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,484,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$33,864,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$29,737,595
Interest on participant loans	2021-12-31	$2,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$287,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$357,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$357,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,023,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$400,140
Employer contributions (assets) at end of year	2021-12-31	$400,140
Employer contributions (assets) at beginning of year	2021-12-31	$200,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,453,461
Contract administrator fees	2021-12-31	$20,453
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FRANKEL ZACHARIA, LLC
Accountancy firm EIN	2021-12-31	470574775
2020 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$6,526
Total income from all sources (including contributions)	2020-12-31	$7,604,992
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$433,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$394,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,059,079
Value of total assets at end of year	2020-12-31	$30,484,496
Value of total assets at beginning of year	2020-12-31	$23,319,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$38,809
Total interest from all sources	2020-12-31	$2,059
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,068,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,068,143
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,647,696
Participant contributions at end of year	2020-12-31	$43,955
Participant contributions at beginning of year	2020-12-31	$8,543
Participant contributions at end of year	2020-12-31	$138,300
Participant contributions at beginning of year	2020-12-31	$83,770
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$25,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$6,526
Total non interest bearing cash at end of year	2020-12-31	$6,771
Total non interest bearing cash at beginning of year	2020-12-31	$6,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,171,770
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,484,496
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,312,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$29,737,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,686,510
Interest on participant loans	2020-12-31	$2,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$357,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$150,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$150,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,475,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$385,848
Employer contributions (assets) at end of year	2020-12-31	$200,580
Employer contributions (assets) at beginning of year	2020-12-31	$383,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$394,413
Contract administrator fees	2020-12-31	$38,809
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WEGNER CPAS, LLP
Accountancy firm EIN	2020-12-31	390974031
2019 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,792
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,627,772
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,130,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,098,429
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,966,995
Value of total assets at end of year	2019-12-31	$23,319,252
Value of total assets at beginning of year	2019-12-31	$18,834,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,150
Total interest from all sources	2019-12-31	$523
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,055,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,055,990
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,575,471
Participant contributions at end of year	2019-12-31	$8,543
Participant contributions at beginning of year	2019-12-31	$8,000
Participant contributions at end of year	2019-12-31	$83,770
Participant contributions at beginning of year	2019-12-31	$110,630
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,310
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$6,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$18,792
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$6,526
Total non interest bearing cash at beginning of year	2019-12-31	$56,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$4,497,193
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,312,726
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$18,815,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,686,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,163,860
Interest on participant loans	2019-12-31	$523
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$150,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$131,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$131,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,604,264
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$383,214
Employer contributions (assets) at end of year	2019-12-31	$383,214
Employer contributions (assets) at beginning of year	2019-12-31	$363,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,098,429
Contract administrator fees	2019-12-31	$32,150
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WEGNER CPAS, LLP
Accountancy firm EIN	2019-12-31	390974031
2010 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$281,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,684,167
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$302,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$302,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$706,410
Value of total assets at end of year	2010-12-31	$7,013,267
Value of total assets at beginning of year	2010-12-31	$5,913,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$95,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$95,116
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$539,726
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$58,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$336
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$5,152
Total non interest bearing cash at end of year	2010-12-31	$126
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,381,550
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,013,267
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,913,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,621,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,849,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$225,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$882,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$166,684
Employer contributions (assets) at end of year	2010-12-31	$166,071
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$302,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	VELMA BUTLER & COMPANY , LTD.
Accountancy firm EIN	2010-12-31	363756436
2009 : MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN

2022: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 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: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 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: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 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: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 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
2010: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MUELLER & CO. SAVINGS AND PROFIT SHARING PLAN 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

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Company Name:	MUELLER & CO., LLP
Employer identification number (EIN):	362658780
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants