2023 Form 5500 filing — Mulberry Health And Retirement Community 401(K) 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 20250219105714NAL0003398515001) for Mulberry Health And Retirement Community 401(K) Plan, reported by Mulberry Health And Retirement Community under EIN 01-0677093 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,724,754
Participants126
Provider compensation$37.2K2 Schedule C row(s)$37,227
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250219105714NAL0003398515001
Plan sponsor
Mulberry Health And Retirement Community
EIN
01-0677093
Plan number
001
Location
Mulberry, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$919.5K
Total expenses$309.9K
Benefits paid / distributions$280.4K
Contributions
Employer$90.7K
Participant$276.3K
Full reported line items
Total assets (EOY)
$3,724,754
Total liabilities (EOY)
$0
Net assets (EOY)
$3,724,754
Employer contributions
$90,680
Participant contributions
$276,333
Total income / additions
$919,476
Benefits paid
$280,406
Administrative expenses
$25,488
Total expenses
$309,864
Net increase / (decrease)
$609,612
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $25.5K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $11.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250219105714NAL0003398515001 cover?
It is the 2023 Form 5500 filing for Mulberry Health And Retirement Community 401(K) Plan, reported by Mulberry Health And Retirement Community (EIN 01-0677093).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages