Plan5500

Mulberry, FL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mulberry, FL has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,685,367 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Mulberry

  • 3 loaded plans hold $7.7M in reported assets across 2 sponsors.
  • The largest, Southeastern 401(K) Plan, holds 99% of reported Mulberry plan assets.
  • Plans cover 468 participants — about 156 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,685,367
Total reported assets$7.7M$7,685,367
Total reported participants468
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$0
Contributions & income
Employer contributions$79.8K
Participant contributions$545.2K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$512.6K
Total expenses$582.4K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mulberry, FL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Mulberry market comparison

Largest plan share of assets99%Southeastern 401(K) Plan
Participants per plan156Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mulberry

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Southeastern 401(K) Plan$7.6M
    Southeastern Construction & Maintenance, Inc. · 2023
  2. 2
    Lar E Lee, Corp. 401k Profit Sharing Plan$81.5K
    Lar E Lee, Corp. · 2023
  3. 3
    Southeastern Construction And Maintenance Incorporated Health Plannot reported in the loaded dataset
    Southeastern Construction And Maintenance, Inc. · 2023

Largest plans in Mulberry → · Mulberry plans by participants → · Mulberry plans with financial data → · Mulberry plans with provider compensation → · $1B+ plans in Mulberry →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mulberry, FL?
3 plan(s) reported by 2 sponsor(s) are loaded for Mulberry, FL.

Related Form 5500 pages