How big is Munchels' plan?

Munchels' plan reported $1.2M in assets and 12 participants for 2023.

Original filing (PDF)20250605164428NAL0009295987001

Munchels

Name: Munchels — Munchels Fine Jewelry, Inc. 401(k) P/S, Form 5500 (2023)
Creator: Munchels
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Munchels Fine Jewelry, Inc. 401(k) P/S Plan

401(k) retirement plan · Munchels' Munchels Fine Jewelry, Inc. 401(k) P/S Plan held $1.2M in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Kathryn Bailey signed Munchels' 2023 Form 5500 as plan administrator.

Kathryn Bailey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Munchels' EIN is 59-3088204.

EIN 59-3088204

Plan number 001

Plan year 2023

ACK ID 20250605164428NAL0009295987001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Munchels from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Munchels' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MUNCHELS

EIN

all filings

Address

3227 S FLORIDA AVE · LAKELAND, FL · 33803

Phone

(407) 719-5737

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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