JOHN MULLEN & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN MULLEN & CO. INC. 401K RETIREMENT SAVINGS PLAN - PLAN A
401k plan membership statisitcs for JOHN MULLEN & CO. INC. 401K RETIREMENT SAVINGS PLAN - PLAN A
Measure | Date | Value |
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2022: JOHN MULLEN & CO. INC. 401K RETIREMENT SAVINGS PLAN - PLAN A 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 37 |
Total of all active and inactive participants | 2022-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 113 |
Number of participants with account balances | 2022-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
2021: JOHN MULLEN & CO. INC. 401K RETIREMENT SAVINGS PLAN - PLAN A 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 40 |
Total of all active and inactive participants | 2021-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 115 |
Number of participants with account balances | 2021-01-01 | 110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
2009: JOHN MULLEN & CO. INC. 401K RETIREMENT SAVINGS PLAN - PLAN A 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 27 |
Total of all active and inactive participants | 2009-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 59 |
Number of participants with account balances | 2009-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2022 : JOHN MULLEN & CO. INC. 401K RETIREMENT SAVINGS PLAN - PLAN A 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-1,310,310 |
Total of all expenses incurred | 2022-12-31 | $297,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $220,624 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $255 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $509,457 |
Value of total assets at end of year | 2022-12-31 | $10,726,659 |
Value of total assets at beginning of year | 2022-12-31 | $12,334,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $76,447 |
Total interest from all sources | 2022-12-31 | $11,134 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $414,512 |
Participant contributions at end of year | 2022-12-31 | $255,387 |
Participant contributions at beginning of year | 2022-12-31 | $202,417 |
Participant contributions at end of year | 2022-12-31 | $14,653 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $928 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $41 |
Administrative expenses (other) incurred | 2022-12-31 | $49,125 |
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 | $-1,607,636 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,726,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,334,295 |
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 | $10,929 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $10,062,054 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $11,687,129 |
Interest on participant loans | 2022-12-31 | $9,268 |
Interest earned on other investments | 2022-12-31 | $1,866 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $390,310 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $444,708 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,830,901 |
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 | $94,945 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,327 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $220,624 |
Contract administrator fees | 2022-12-31 | $16,393 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
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 | Disclaimer |
Accountancy firm name | 2022-12-31 | THE AMERICAN AUDITORS GROUP, LLC |
Accountancy firm EIN | 2022-12-31 | 814229648 |
2021 : JOHN MULLEN & CO. INC. 401K RETIREMENT SAVINGS PLAN - PLAN A 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $1,838,600 |
Total of all expenses incurred | 2021-12-31 | $972,721 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $890,954 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $512,484 |
Value of total assets at end of year | 2021-12-31 | $12,334,295 |
Value of total assets at beginning of year | 2021-12-31 | $11,468,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $81,767 |
Total interest from all sources | 2021-12-31 | $11,539 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $427,019 |
Participant contributions at end of year | 2021-12-31 | $202,417 |
Participant contributions at beginning of year | 2021-12-31 | $170,587 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,509 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $41 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $52,539 |
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 | $865,879 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,334,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,468,416 |
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 | $29,228 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $11,687,129 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $10,849,232 |
Interest on participant loans | 2021-12-31 | $9,568 |
Interest earned on other investments | 2021-12-31 | $1,971 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $444,708 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $448,597 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,314,577 |
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 | Yes |
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 | $80,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $890,954 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | THE AMERICAN AUDITORS GROUP, LLC |
Accountancy firm EIN | 2021-12-31 | 814229648 |
2009 : JOHN MULLEN & CO. INC. 401K RETIREMENT SAVINGS PLAN - PLAN A 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |