Original filing (PDF)20231016222549NAL0039234833001

MULBERRYS LLC

Name: MULBERRYS LLC — MULBERRYS LLC 401K AND PROFIT SHARING PLAN, Form 5500 (2022)
Creator: MULBERRYS LLC

Form 5500-SF

FILING_RECEIVED

MULBERRYS LLC 401K AND PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULBERRYS LLC.

Plan sponsor

Name

MULBERRYS LLC

EIN

26-1827099

Address

11 PLAZA REAL S · BOCA RATON, FL · 334324822

Phone

(651) 314-7281

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

ADVISOR SERVICES INC

EIN

46-4359282

City

NEW RICHMOND, WI

Phone

(715) 338-5095

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2K · 401(m) arrangement

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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