Mulberry Street Management Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mulberry Street Management Services)

Plain-English plan 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 Street Management Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mulberry Street Management Services under EIN 01-0588237 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,533 participants and $1,072,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mulberry Street Management Services
EIN
01-0588237
Plan number
001
Plan type
2
Location
Morgantown, WV
Latest filing year
2023
Participants
1,533
End-of-year plan assets
$1,072,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,533H, C20241011153349NAL0012708739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,072,990
Total liabilities (EOY)
$0
Net assets (EOY)
$1,072,990
Net assets (BOY)
$831,784

Income & contributions

Participant contributions
$130,095
Total contributions
$133,346
Total income / additions
$278,293

Expenses & distributions

Benefits paid
$26,475
Administrative expenses
$10,612
Total expenses
$37,087
Net increase / (decrease)
$241,206

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life InsuranceRECORDKEEPER$10,612$10,0632023

Related Form 5500 pages