Original filing (PDF)20231231160922NAL0008168451001

JAMES C MORRISON, JR. DMDPA

Name: JAMES C MORRISON, JR. DMDPA — MO-BERI REWARDS PROGRAM, Form 5500 (2022)
Creator: JAMES C MORRISON, JR. DMDPA

Form 5500-SF

FILING_RECEIVED

MO-BERI REWARDS PROGRAM

401(k) retirement plan

Signals · 2

Late filing · 1.5 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES C MORRISON, JR. DMDPA.

Plan sponsor

Name

JAMES C MORRISON, JR. DMDPA

DBA

MO-BERI DENTAL SPECIALIST

EIN

20-4310905all filings

Address

8955 HIGHWAY 6 N STE 130 · HOUSTON, TX · 770952321

Phone

(281) 855-3380

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-12-31

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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