How big is Sharon Dulberg DBA McVey Mullery & Dulberg's plan?

Sharon Dulberg DBA McVey Mullery & Dulberg's plan reported $709K in assets and 2 participants for 2024.

Original filing (PDF)20251010113614NAL0007629425001

Sharon Dulberg DBA McVey Mullery & Dulberg

Name: Sharon Dulberg DBA McVey Mullery & Dulberg — Form 5500 Plan 001 (2024)
Creator: Sharon Dulberg DBA McVey Mullery & Dulberg
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McVey Mullery & Dulberg 401(k) Plan

401(k) retirement plan · Sharon Dulberg DBA McVey Mullery & Dulberg's McVey Mullery & Dulberg 401(k) Plan held $709K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$709K

Net assets (EOY)

$709K

Plan identifiers

Sharon Dulberg DBA McVey Mullery & Dulberg's EIN is 59-3770113.

EIN 59-3770113

Plan number 001

Plan year 2024

ACK ID 20251010113614NAL0007629425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sharon Dulberg DBA McVey Mullery & Dulberg from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sharon Dulberg DBA McVey Mullery & Dulberg's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARON DULBERG DBA MCVEY MULLERY & DULBERG.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SHARON DULBERG DBA MCVEY MULLERY & DULBERG

EIN

all filings

Address

909 MONTGOMERY STREET, SUITE 200 · SAN FRANCISCO, CA · 94133

Phone

(415) 781-1001

Industry

Law Offices· Professional & Technical Services

Plan administrator