Original filing (PDF)20260128135634NAL0005229824001

MORSY & HASSAN DDS INC

Name: MORSY & HASSAN DDS INC — MORSY & HASSAN DDS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MORSY & HASSAN DDS INC

Form 5500-SF

FILING_RECEIVED

MORSY & HASSAN DDS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORSY & HASSAN DDS INC.

Plan sponsor

Name

MORSY & HASSAN DDS INC

EIN

47-2858108

Address

3909 VAN BUREN BLVD # 100 · SUITE # 100 · RIVERSIDE, CA · 92503

Phone

(951) 242-4250

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2026-01-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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