How big is PAT Mooney, Inc.'s plan?

PAT Mooney, Inc.'s plan reported $5.1M in assets and 31 participants for 2024.

Original filing (PDF)20250623141542NAL0008751312002

PAT Mooney, Inc.

Name: PAT Mooney, Inc. — PAT Mooney, Inc. 401(k) Plan, Form 5500 (2024)
Creator: PAT Mooney, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PAT Mooney, Inc. 401(k) Plan

401(k) retirement plan · PAT Mooney, Inc.'s PAT Mooney, Inc. 401(k) Plan held $5.1M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Patrick Thornton signed PAT Mooney, Inc.'s 2024 Form 5500 as plan administrator.

Patrick Thornton — 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

PAT Mooney, Inc.'s EIN is 36-2137813.

EIN 36-2137813

Plan number 002

Plan year 2024

ACK ID 20250623141542NAL0008751312002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PAT Mooney, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PAT Mooney, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAT MOONEY, INC..

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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