Mulberry'S Independent Home Services, Inc. Employee Stock Ownership Plan — Form 5500 plan (Mulberry'S Independent Home Services, Inc.)
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'S Independent Home Services, Inc. Employee Stock Ownership Plan is a benefit plan reported by Mulberry'S Independent Home Services, Inc. under EIN 83-4055917 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,899 participants and $36,780,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mulberry'S Independent Home Services, Inc.
- EIN
- 83-4055917
- Plan number
- 002
- Plan type
- 2
- Location
- Morgantown, WV
- Latest filing year
- 2023
- Participants
- 1,899
- End-of-year plan assets
- $36,780,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,899 | H | 20241209141306NAL0014137936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,780,000
- Total liabilities (EOY)
- $19,019,016
- Net assets (EOY)
- $17,760,984
- Net assets (BOY)
- $5,170,940
Income & contributions
- Employer contributions
- $1,355,407
- Total contributions
- $1,355,407
- Total income / additions
- $13,325,279
Expenses & distributions
- Benefits paid
- $277,642
- Administrative expenses
- $0
- Total expenses
- $735,235
- Net increase / (decrease)
- $12,590,044
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.