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Plan Name | MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MUELLER-YURGAE ASSOCIATES, INC. |
Employer identification number (EIN): | 421034361 |
NAIC Classification: | 424400 |
Additional information about MUELLER-YURGAE ASSOCIATES, INC.
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1992-06-19 |
Company Identification Number: | 161436 |
Legal Registered Office Address: |
666 WALNUT STREET SUITE 2000 DES MOINES United States of America (USA) 50309 |
More information about MUELLER-YURGAE ASSOCIATES, INC.
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 | ||||
001 | 2017-01-01 | JEFF YURGAE | |||
001 | 2016-01-01 | JEFF YURGAE | |||
001 | 2015-01-01 | JEFF YURGAE | |||
001 | 2014-01-01 | JEFF YURGAE | |||
001 | 2013-01-01 | JEFF YURGAE | |||
001 | 2012-01-01 | JEFF YURGAE | |||
001 | 2011-01-01 | PHILLIP YURGAE | PHILLIP YURGAE | 2012-10-14 | |
001 | 2010-01-01 | PHILLIP YURGAE | PHILLIP YURGAE | 2011-10-14 |
Measure | Date | Value |
---|---|---|
2022: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 204 |
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 | 36 |
Total of all active and inactive participants | 2022-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 240 |
Number of participants with account balances | 2022-01-01 | 237 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 179 |
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 | 33 |
Total of all active and inactive participants | 2021-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 212 |
Number of participants with account balances | 2021-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 182 |
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 | 27 |
Total of all active and inactive participants | 2020-01-01 | 209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 209 |
Number of participants with account balances | 2020-01-01 | 209 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 239 |
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 | 37 |
Total of all active and inactive participants | 2019-01-01 | 276 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 276 |
Number of participants with account balances | 2019-01-01 | 245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 203 |
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 | 29 |
Total of all active and inactive participants | 2018-01-01 | 232 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 232 |
Number of participants with account balances | 2018-01-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 187 |
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 | 25 |
Total of all active and inactive participants | 2017-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 212 |
Number of participants with account balances | 2017-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 128 |
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 | 14 |
Total of all active and inactive participants | 2016-01-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 143 |
Number of participants with account balances | 2016-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 129 |
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 | 14 |
Total of all active and inactive participants | 2015-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 143 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 110 |
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 | 16 |
Total of all active and inactive participants | 2014-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 126 |
Number of participants with account balances | 2014-01-01 | 126 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 104 |
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 | 16 |
Total of all active and inactive participants | 2013-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 120 |
Number of participants with account balances | 2013-01-01 | 120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 100 |
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 | 11 |
Total of all active and inactive participants | 2012-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 111 |
Number of participants with account balances | 2012-01-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 9 |
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 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 108 |
Number of participants with account balances | 2011-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 118 |
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 | 8 |
Total of all active and inactive participants | 2010-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 126 |
Number of participants with account balances | 2010-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $-1,309,283 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,710,239 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,641,271 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,458,574 |
Value of total assets at end of year | 2022-12-31 | $16,018,629 |
Value of total assets at beginning of year | 2022-12-31 | $20,038,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $68,968 |
Total interest from all sources | 2022-12-31 | $4,822 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $197,786 |
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 | $197,786 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,250,000 |
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 | $914,109 |
Participant contributions at end of year | 2022-12-31 | $103,982 |
Participant contributions at beginning of year | 2022-12-31 | $91,793 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $196,584 |
Administrative expenses (other) incurred | 2022-12-31 | $34,492 |
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 | $-4,019,522 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,018,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,038,151 |
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 | $34,476 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,308,069 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,938,528 |
Interest on participant loans | 2022-12-31 | $4,822 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $11,606,578 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $15,007,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,111,108 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,859,357 |
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 | $347,881 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,641,271 |
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 | RSM US LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) 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 | $3,966,979 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $510,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $438,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,591,223 |
Value of total assets at end of year | 2021-12-31 | $20,038,151 |
Value of total assets at beginning of year | 2021-12-31 | $16,581,908 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $72,460 |
Total interest from all sources | 2021-12-31 | $4,038 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $234,909 |
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 | $234,909 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,250,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $811,976 |
Participant contributions at end of year | 2021-12-31 | $91,793 |
Participant contributions at beginning of year | 2021-12-31 | $86,639 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $451,581 |
Administrative expenses (other) incurred | 2021-12-31 | $36,093 |
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 | $7 |
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 | $3,456,243 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,038,151 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,581,908 |
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 |
Investment advisory and management fees | 2021-12-31 | $36,367 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,938,528 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,024,574 |
Interest on participant loans | 2021-12-31 | $4,038 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $15,007,830 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $12,470,688 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $488,662 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,648,147 |
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 | $327,666 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $438,276 |
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 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $664,441 |
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 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,920,924 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $286,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $220,362 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,105,448 |
Value of total assets at end of year | 2020-12-31 | $16,581,908 |
Value of total assets at beginning of year | 2020-12-31 | $13,612,296 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $66,509 |
Total interest from all sources | 2020-12-31 | $6,321 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $79,644 |
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 | $79,644 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,250,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $708,369 |
Participant contributions at end of year | 2020-12-31 | $86,639 |
Participant contributions at beginning of year | 2020-12-31 | $149,418 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,077,435 |
Administrative expenses (other) incurred | 2020-12-31 | $29,825 |
Total non interest bearing cash at end of year | 2020-12-31 | $7 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $47,945 |
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 | $3,634,053 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,581,908 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,612,296 |
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 |
Investment advisory and management fees | 2020-12-31 | $36,684 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,024,574 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,532,209 |
Interest on participant loans | 2020-12-31 | $6,321 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $12,470,688 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $10,882,724 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $443,751 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,285,760 |
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 | $319,644 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $220,362 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2020-12-31 | 420794029 |
2019 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of 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 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,587,280 |
Total income from all sources (including contributions) | 2019-12-31 | $3,587,280 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $992,423 |
Total of all expenses incurred | 2019-12-31 | $992,423 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $925,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $925,635 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,273,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,273,752 |
Value of total assets at end of year | 2019-12-31 | $13,612,296 |
Value of total assets at end of year | 2019-12-31 | $13,612,296 |
Value of total assets at beginning of year | 2019-12-31 | $11,017,439 |
Value of total assets at beginning of year | 2019-12-31 | $11,017,439 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $66,788 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $66,788 |
Total interest from all sources | 2019-12-31 | $7,488 |
Total interest from all sources | 2019-12-31 | $7,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $84,712 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $84,712 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $84,712 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $84,712 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,250,000 |
Value of fidelity bond cover | 2019-12-31 | $1,250,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $759,024 |
Contributions received from participants | 2019-12-31 | $759,024 |
Participant contributions at end of year | 2019-12-31 | $149,418 |
Participant contributions at end of year | 2019-12-31 | $149,418 |
Participant contributions at beginning of year | 2019-12-31 | $129,010 |
Participant contributions at beginning of year | 2019-12-31 | $129,010 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $150,158 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $150,158 |
Administrative expenses (other) incurred | 2019-12-31 | $31,748 |
Administrative expenses (other) incurred | 2019-12-31 | $31,748 |
Total non interest bearing cash at end of year | 2019-12-31 | $47,945 |
Total non interest bearing cash at end of year | 2019-12-31 | $47,945 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $150 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $150 |
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 |
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 |
Value of net income/loss | 2019-12-31 | $2,594,857 |
Value of net income/loss | 2019-12-31 | $2,594,857 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,612,296 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,612,296 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,017,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,017,439 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $35,040 |
Investment advisory and management fees | 2019-12-31 | $35,040 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,532,209 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,532,209 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,087,536 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,087,536 |
Interest on participant loans | 2019-12-31 | $7,488 |
Interest on participant loans | 2019-12-31 | $7,488 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $10,882,724 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $10,882,724 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $8,800,743 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $8,800,743 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $415,810 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $415,810 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,805,518 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,805,518 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $364,570 |
Contributions received in cash from employer | 2019-12-31 | $364,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $925,635 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $925,635 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm name | 2019-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2019-12-31 | 420794029 |
Accountancy firm EIN | 2019-12-31 | 420794029 |
2018 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,500 |
Total income from all sources (including contributions) | 2018-12-31 | $538,791 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $662,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $587,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,420,260 |
Value of total assets at end of year | 2018-12-31 | $11,017,439 |
Value of total assets at beginning of year | 2018-12-31 | $11,143,480 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $74,473 |
Total interest from all sources | 2018-12-31 | $4,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $126,576 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $126,576 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $645,072 |
Participant contributions at end of year | 2018-12-31 | $129,010 |
Participant contributions at beginning of year | 2018-12-31 | $70,225 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $454,542 |
Other income not declared elsewhere | 2018-12-31 | $5,271 |
Total non interest bearing cash at end of year | 2018-12-31 | $150 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-123,541 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,017,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,140,980 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,087,536 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,093,015 |
Interest on participant loans | 2018-12-31 | $4,688 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $8,800,743 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $8,980,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-285,010 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-732,994 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $320,646 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $587,859 |
Contract administrator fees | 2018-12-31 | $74,473 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $2,500 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2018-12-31 | 420794029 |
2017 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,500 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,657,640 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $419,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $345,573 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,173,158 |
Value of total assets at end of year | 2017-12-31 | $11,143,480 |
Value of total assets at beginning of year | 2017-12-31 | $8,902,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $73,622 |
Total interest from all sources | 2017-12-31 | $3,971 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $104,457 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $104,457 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $625,836 |
Participant contributions at end of year | 2017-12-31 | $70,225 |
Participant contributions at beginning of year | 2017-12-31 | $82,908 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $249,215 |
Other income not declared elsewhere | 2017-12-31 | $6,820 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $2,238,445 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,140,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,902,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,093,015 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,427,802 |
Interest on participant loans | 2017-12-31 | $3,971 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $8,980,240 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,391,680 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $263,938 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,105,296 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $298,107 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $145 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $345,573 |
Contract administrator fees | 2017-12-31 | $73,622 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $2,500 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 420794029 |
2016 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,608,630 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $713,951 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $651,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $745,706 |
Value of total assets at end of year | 2016-12-31 | $8,902,535 |
Value of total assets at beginning of year | 2016-12-31 | $8,007,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $62,344 |
Total interest from all sources | 2016-12-31 | $2,603 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $124,993 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $124,993 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $488,033 |
Participant contributions at end of year | 2016-12-31 | $82,908 |
Participant contributions at beginning of year | 2016-12-31 | $43,065 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $35,972 |
Other income not declared elsewhere | 2016-12-31 | $16,959 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $894,679 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,902,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,007,856 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,427,802 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,873,134 |
Interest on participant loans | 2016-12-31 | $2,603 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $6,391,680 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $91,657 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $322,987 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $395,382 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $221,701 |
Employer contributions (assets) at end of year | 2016-12-31 | $145 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $651,607 |
Contract administrator fees | 2016-12-31 | $62,344 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 420794029 |
2015 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $740,954 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $247,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $187,897 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $741,161 |
Value of total assets at end of year | 2015-12-31 | $8,007,856 |
Value of total assets at beginning of year | 2015-12-31 | $7,514,467 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $59,668 |
Total interest from all sources | 2015-12-31 | $1,766 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $322,303 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $322,303 |
Administrative expenses professional fees incurred | 2015-12-31 | $59,668 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $455,803 |
Participant contributions at end of year | 2015-12-31 | $43,065 |
Participant contributions at beginning of year | 2015-12-31 | $53,363 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $78,595 |
Other income not declared elsewhere | 2015-12-31 | $24,639 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $493,389 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,007,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,514,467 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,873,134 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,244,938 |
Interest on participant loans | 2015-12-31 | $1,766 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $91,657 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $215,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-350,467 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $206,763 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $770 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $187,897 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DENMAN & COMPANY, LLP |
Accountancy firm EIN | 2015-12-31 | 420794029 |
2014 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,065,188 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $246,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $187,210 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $611,990 |
Value of total assets at end of year | 2014-12-31 | $7,514,467 |
Value of total assets at beginning of year | 2014-12-31 | $6,696,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $59,780 |
Total interest from all sources | 2014-12-31 | $1,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $369,721 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $369,721 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $392,659 |
Participant contributions at end of year | 2014-12-31 | $53,363 |
Participant contributions at beginning of year | 2014-12-31 | $58,361 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $4,775 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $32,519 |
Other income not declared elsewhere | 2014-12-31 | $25,664 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $182 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $818,198 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,514,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,696,269 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,244,938 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,408,394 |
Interest on participant loans | 2014-12-31 | $1,941 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $215,396 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $222,246 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $54,289 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,583 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $186,812 |
Employer contributions (assets) at end of year | 2014-12-31 | $770 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,311 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $187,210 |
Contract administrator fees | 2014-12-31 | $59,780 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DENMAN AND COMPANY |
Accountancy firm EIN | 2014-12-31 | 420794029 |
2013 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $55,539 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,461,592 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $725,023 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $666,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $609,380 |
Value of total assets at end of year | 2013-12-31 | $6,696,269 |
Value of total assets at beginning of year | 2013-12-31 | $5,904,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $58,098 |
Total interest from all sources | 2013-12-31 | $2,702 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $300,170 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $300,170 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $429,882 |
Participant contributions at end of year | 2013-12-31 | $58,361 |
Participant contributions at beginning of year | 2013-12-31 | $70,969 |
Participant contributions at end of year | 2013-12-31 | $4,775 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,500 |
Other income not declared elsewhere | 2013-12-31 | $159 |
Total non interest bearing cash at end of year | 2013-12-31 | $182 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $736,569 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,696,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,904,161 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $6,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,408,394 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,600,753 |
Interest on participant loans | 2013-12-31 | $2,702 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $222,246 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $232,439 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $549,181 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $176,998 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,311 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $666,925 |
Contract administrator fees | 2013-12-31 | $51,738 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DENMAN AND COMPANY |
Accountancy firm EIN | 2013-12-31 | 420794029 |
2012 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,217,601 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $158,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $116,405 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $619,925 |
Value of total assets at end of year | 2012-12-31 | $5,904,161 |
Value of total assets at beginning of year | 2012-12-31 | $4,845,069 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $42,104 |
Total interest from all sources | 2012-12-31 | $3,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $430,904 |
Participant contributions at end of year | 2012-12-31 | $70,969 |
Participant contributions at beginning of year | 2012-12-31 | $95,907 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $21,279 |
Administrative expenses (other) incurred | 2012-12-31 | $38 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,059,092 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,904,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,845,069 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $22,570 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,600,753 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,555,103 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $3,510 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $232,439 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $194,059 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $586,116 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $8,050 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $167,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $116,405 |
Contract administrator fees | 2012-12-31 | $19,496 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DENMAN AND COMPANY |
Accountancy firm EIN | 2012-12-31 | 420794029 |
2011 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $551,214 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $65,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $36,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $677,025 |
Value of total assets at end of year | 2011-12-31 | $4,845,069 |
Value of total assets at beginning of year | 2011-12-31 | $4,358,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $28,874 |
Total interest from all sources | 2011-12-31 | $3,537 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $396,104 |
Participant contributions at end of year | 2011-12-31 | $95,907 |
Participant contributions at beginning of year | 2011-12-31 | $49,463 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $105,714 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $486,139 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,845,069 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,358,930 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $28,874 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,555,103 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,171,163 |
Interest on participant loans | 2011-12-31 | $3,537 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $194,059 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $138,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-131,942 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $2,594 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $175,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $36,201 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DENMAN AND COMPANY |
Accountancy firm EIN | 2011-12-31 | 420794029 |
2010 : MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
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 | $1,045,634 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $286,026 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $261,117 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $518,868 |
Value of total assets at end of year | 2010-12-31 | $4,358,930 |
Value of total assets at beginning of year | 2010-12-31 | $3,599,322 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $24,909 |
Total interest from all sources | 2010-12-31 | $2,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
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 | No |
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 | $351,565 |
Participant contributions at end of year | 2010-12-31 | $49,463 |
Participant contributions at beginning of year | 2010-12-31 | $43,324 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $31,375 |
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 | $759,608 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,358,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,599,322 |
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 |
Investment advisory and management fees | 2010-12-31 | $22,994 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,171,163 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,474,336 |
Interest on participant loans | 2010-12-31 | $2,609 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $138,304 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $81,662 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $521,963 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,194 |
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 | $135,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $261,117 |
Contract administrator fees | 2010-12-31 | $1,915 |
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 | DENMAN AND COMPANY |
Accountancy firm EIN | 2010-12-31 | 420794029 |
2022: MUELLER-YURGAE ASSOCIATES, INC. 401(K) 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-YURGAE ASSOCIATES, INC. 401(K) 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-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple 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-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple 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: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: MUELLER-YURGAE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 |
2010: MUELLER-YURGAE ASSOCIATES, INC. 401(K) 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 |