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PAUL W. MOYER, D.D.S., M.S., S.C. — PAUL W. MOYER, D.D.S., M.S., S.C. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250127083417NAL0012867617001
PAUL W. MOYER, D.D.S., M.S., S.C.
Form 5500-SF
FILING_RECEIVED
PAUL W. MOYER, D.D.S., M.S., S.C. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PAUL W. MOYER, D.D.S., M.S., S.C.
.
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Plan sponsor
Name
PAUL W. MOYER, D.D.S., M.S., S.C.
EIN
20-2019331
Address
W229 N1433 WESTWOOD DRIVE · SUITE 202 · WAUKESHA, WI · 53186
Phone
(262) 544-6115
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-01-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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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FAMILY & RESTORATIVE DENTISTRY S.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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