How big is Money Dr. LLC's plan?

Money Dr. LLC's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20251008150553NAL0006042401001

Money Dr. LLC

Name: Money Dr. LLC — Money Dr. LLC 401(k) Profit-Sharing, Form 5500 (2024)
Creator: Money Dr. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Money Dr. LLC 401(k) Profit-Sharing Plan & Trust

401(k) retirement plan · Money Dr. LLC's Money Dr. LLC 401(k) Profit-Sharing Plan & Trust held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Dennis Kagel signed Money Dr. LLC's 2024 Form 5500 as plan administrator.

Dennis Kagel — 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

Money Dr. LLC's EIN is 20-3513402.

EIN 20-3513402

Plan number 001

Plan year 2024

ACK ID 20251008150553NAL0006042401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Money Dr. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Money Dr. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONEY DR. LLC.

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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