How big is Bryan D. MOGG, CPA, LLC's plan?

Bryan D. MOGG, CPA, LLC's plan reported $236K in assets and 5 participants for 2024.

Original filing (PDF)20251010105117NAL0012887472001

Bryan D. MOGG, CPA, LLC

Name: Bryan D. MOGG, CPA, LLC — MOGG and Associates, LLC, Form 5500 (2024)
Creator: Bryan D. MOGG, CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MOGG and Associates, LLC 401(k) Plan

401(k) retirement plan · Bryan D. MOGG, CPA, LLC's MOGG and Associates, LLC 401(k) Plan held $236K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

People on this filing

Bryan MOGG signed Bryan D. MOGG, CPA, LLC's 2024 Form 5500 as plan administrator.

Bryan MOGG — 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

Bryan D. MOGG, CPA, LLC's EIN is 26-0735604.

EIN 26-0735604

Plan number 001

Plan year 2024

ACK ID 20251010105117NAL0012887472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bryan D. MOGG, CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bryan D. MOGG, CPA, 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 BRYAN D. MOGG, CPA, 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