2023 Form 5500 filing — Mulberry Street Management Services, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011153349NAL0012708739001) for Mulberry Street Management Services, Inc. 401(K) Profit Sharing Plan, reported by Mulberry Street Management Services under EIN 01-0588237 and plan number 001. It reports 1,533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153349NAL0012708739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mulberry Street Management Services
- EIN
- 01-0588237
- Plan number
- 001
- Location
- Morgantown, WV
- Participants
- 1,533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,072,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,072,990
- Participant contributions
- $130,095
- Total income / additions
- $278,293
- Benefits paid
- $26,475
- Administrative expenses
- $10,612
- Total expenses
- $37,087
- Net increase / (decrease)
- $241,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Life Insurance | RECORDKEEPER | $10,612 | $10,063 |