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Plan Name | HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HANSEN-MUELLER CO. |
Employer identification number (EIN): | 470619385 |
NAIC Classification: | 424500 |
Additional information about HANSEN-MUELLER CO.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1999-03-15 |
Company Identification Number: | 0012564306 |
Legal Registered Office Address: |
13321 CALIFORNIA ST STE 100 OMAHA United States of America (USA) 68154 |
More information about HANSEN-MUELLER CO.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | KARY M KNAPP | |||
002 | 2016-01-01 | KARY M KNAPP |
Measure | Date | Value |
---|---|---|
2022: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 168 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 65 |
Total of all active and inactive participants | 2022-01-01 | 233 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 234 |
Number of participants with account balances | 2022-01-01 | 191 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 14 |
2021: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 134 |
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 | 55 |
Total of all active and inactive participants | 2021-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 189 |
Number of participants with account balances | 2021-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 158 |
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 | 39 |
Total of all active and inactive participants | 2020-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 197 |
Number of participants with account balances | 2020-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 11 |
2019: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 173 |
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 | 45 |
Total of all active and inactive participants | 2019-01-01 | 218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 218 |
Number of participants with account balances | 2019-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
2018: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 246 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 176 |
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 | 32 |
Total of all active and inactive participants | 2018-01-01 | 208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 208 |
Number of participants with account balances | 2018-01-01 | 189 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 19 |
2017: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 169 |
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 | 65 |
Total of all active and inactive participants | 2017-01-01 | 234 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 234 |
Number of participants with account balances | 2017-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 8 |
2016: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 158 |
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 | 57 |
Total of all active and inactive participants | 2016-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 215 |
Number of participants with account balances | 2016-01-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-725,163 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $944,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $915,968 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $6,134 |
Value of total corrective distributions | 2022-12-31 | $542 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,446,751 |
Value of total assets at end of year | 2022-12-31 | $13,761,232 |
Value of total assets at beginning of year | 2022-12-31 | $15,431,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $21,973 |
Total interest from all sources | 2022-12-31 | $5,011 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $447,829 |
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 | $447,829 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $709,261 |
Participant contributions at end of year | 2022-12-31 | $88,582 |
Participant contributions at beginning of year | 2022-12-31 | $126,291 |
Participant contributions at end of year | 2022-12-31 | $26,427 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $339,546 |
Other income not declared elsewhere | 2022-12-31 | $23 |
Administrative expenses (other) incurred | 2022-12-31 | $21,973 |
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 | $-1,669,780 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,761,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,431,012 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,353,774 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,786,353 |
Interest on participant loans | 2022-12-31 | $5,011 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,079,386 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,035,934 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,649,833 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $25,056 |
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 | $397,944 |
Employer contributions (assets) at end of year | 2022-12-31 | $213,063 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $482,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $915,968 |
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 | LUTZ & COMPANY PC |
Accountancy firm EIN | 2022-12-31 | 470625816 |
2021 : HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 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 | $3,323,616 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,770,311 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,731,772 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $18,418 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,455,885 |
Value of total assets at end of year | 2021-12-31 | $15,431,012 |
Value of total assets at beginning of year | 2021-12-31 | $14,877,707 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,121 |
Total interest from all sources | 2021-12-31 | $4,743 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,320,214 |
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 | $1,320,214 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $704,904 |
Participant contributions at end of year | 2021-12-31 | $126,291 |
Participant contributions at beginning of year | 2021-12-31 | $101,089 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $268,538 |
Other income not declared elsewhere | 2021-12-31 | $211 |
Administrative expenses (other) incurred | 2021-12-31 | $20,121 |
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 | $553,305 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,431,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,877,707 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,786,353 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,127,868 |
Interest on participant loans | 2021-12-31 | $4,743 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,035,934 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,296,572 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $510,563 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $32,000 |
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 | $482,443 |
Employer contributions (assets) at end of year | 2021-12-31 | $482,434 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $352,178 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,731,772 |
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 | LUTZ & COMPANY PC |
Accountancy firm EIN | 2021-12-31 | 470625816 |
2020 : HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,693,000 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,424,263 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,400,932 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,377 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,101,004 |
Value of total assets at end of year | 2020-12-31 | $14,877,707 |
Value of total assets at beginning of year | 2020-12-31 | $13,608,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $15,954 |
Total interest from all sources | 2020-12-31 | $7,007 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $297,650 |
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 | $297,650 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $654,032 |
Participant contributions at end of year | 2020-12-31 | $101,089 |
Participant contributions at beginning of year | 2020-12-31 | $154,439 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $94,794 |
Other income not declared elsewhere | 2020-12-31 | $6,530 |
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 | $1,268,737 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,877,707 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,608,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,127,868 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,141,794 |
Interest on participant loans | 2020-12-31 | $7,007 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,296,572 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $942,427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,248,191 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $32,618 |
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 | $352,178 |
Employer contributions (assets) at end of year | 2020-12-31 | $352,178 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $370,310 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,400,932 |
Contract administrator fees | 2020-12-31 | $15,954 |
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 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2020-12-31 | 470625816 |
2019 : HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 income from all sources (including contributions) | 2019-12-31 | $3,253,671 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $628,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $603,392 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,937 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,064,167 |
Value of total assets at end of year | 2019-12-31 | $13,608,970 |
Value of total assets at beginning of year | 2019-12-31 | $10,983,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,163 |
Total interest from all sources | 2019-12-31 | $7,740 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $309,765 |
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 | $309,765 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $693,242 |
Participant contributions at end of year | 2019-12-31 | $154,439 |
Participant contributions at beginning of year | 2019-12-31 | $109,676 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $614 |
Other income not declared elsewhere | 2019-12-31 | $985 |
Administrative expenses (other) incurred | 2019-12-31 | $21,163 |
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 | $2,625,179 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,608,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,983,791 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,141,794 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,676,612 |
Interest on participant loans | 2019-12-31 | $7,740 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $942,427 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $814,792 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,851,008 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $20,006 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $370,311 |
Employer contributions (assets) at end of year | 2019-12-31 | $370,310 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $382,711 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $603,392 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2019-12-31 | 470625816 |
2018 : HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 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 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $485,173 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,018,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $992,538 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,253,803 |
Value of total assets at end of year | 2018-12-31 | $10,983,791 |
Value of total assets at beginning of year | 2018-12-31 | $11,516,717 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $25,335 |
Total interest from all sources | 2018-12-31 | $6,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $519,957 |
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 | $519,957 |
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 | $668,941 |
Participant contributions at end of year | 2018-12-31 | $109,676 |
Participant contributions at beginning of year | 2018-12-31 | $149,691 |
Participant contributions at beginning of year | 2018-12-31 | $17,004 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $202,150 |
Administrative expenses (other) incurred | 2018-12-31 | $25,335 |
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 | $-532,926 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,983,791 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,516,717 |
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 | $9,676,612 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,090,395 |
Interest on participant loans | 2018-12-31 | $6,372 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $814,792 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $855,376 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,314,925 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $19,966 |
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 | $382,712 |
Employer contributions (assets) at end of year | 2018-12-31 | $382,711 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $404,251 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $992,538 |
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 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2018-12-31 | 470625816 |
2017 : HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
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 | $2,512,320 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $493,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $474,616 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $213 |
Value of total corrective distributions | 2017-12-31 | $1,238 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $978,037 |
Value of total assets at end of year | 2017-12-31 | $11,516,717 |
Value of total assets at beginning of year | 2017-12-31 | $9,498,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $17,584 |
Total interest from all sources | 2017-12-31 | $5,714 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $388,125 |
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 | $388,125 |
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 | $539,757 |
Participant contributions at end of year | 2017-12-31 | $149,691 |
Participant contributions at beginning of year | 2017-12-31 | $84,143 |
Participant contributions at end of year | 2017-12-31 | $17,004 |
Participant contributions at beginning of year | 2017-12-31 | $13,230 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $34,028 |
Administrative expenses (other) incurred | 2017-12-31 | $17,584 |
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 |
Value of net income/loss | 2017-12-31 | $2,018,669 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $11,516,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,498,048 |
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 | $10,090,395 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,298,259 |
Interest on participant loans | 2017-12-31 | $5,714 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $855,376 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $769,454 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,122,407 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $18,037 |
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 | $404,252 |
Employer contributions (assets) at end of year | 2017-12-31 | $404,251 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $332,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $474,616 |
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 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2017-12-31 | 470625816 |
2016 : HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $8,172,061 |
Total transfer of assets from this plan | 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 | $1,594,657 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $268,670 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $249,309 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $4,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $797,974 |
Value of total assets at end of year | 2016-12-31 | $9,498,048 |
Value of total assets at beginning of year | 2016-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,293 |
Total interest from all sources | 2016-12-31 | $4,082 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $218,914 |
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 | $218,914 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $465,012 |
Participant contributions at end of year | 2016-12-31 | $84,143 |
Participant contributions at end of year | 2016-12-31 | $13,230 |
Other income not declared elsewhere | 2016-12-31 | $1,014 |
Administrative expenses (other) incurred | 2016-12-31 | $15,293 |
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 | $1,325,987 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,498,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
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 | $8,298,259 |
Interest on participant loans | 2016-12-31 | $4,082 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $769,454 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $556,927 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $15,746 |
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 | $332,962 |
Employer contributions (assets) at end of year | 2016-12-31 | $332,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $249,309 |
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 | LUTZ & COMPANY, PC |
Accountancy firm EIN | 2016-12-31 | 470625816 |
2022: HANSEN-MUELLER CO. 401(K) RETIREMENT 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: HANSEN-MUELLER CO. 401(K) RETIREMENT 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: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HANSEN-MUELLER CO. 401(K) RETIREMENT 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: HANSEN-MUELLER CO. 401(K) RETIREMENT 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: HANSEN-MUELLER CO. 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
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 |