How big is BRET E. Mooso, DDS, MS, PA's plan?

BRET E. Mooso, DDS, MS, PA's plan reported $1.8M in assets and 14 participants for 2023.

Original filing (PDF)20241014145428NAL0015149651001

BRET E. Mooso, DDS, MS, PA

Name: BRET E. Mooso, DDS, MS, PA — BRET E. Mooso, DDS, MS, Form 5500 (2023)
Creator: BRET E. Mooso, DDS, MS, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BRET E. Mooso, DDS, MS 401(k) Profit Sharing Plan

401(k) retirement plan · BRET E. Mooso, DDS, MS, PA's BRET E. Mooso, DDS, MS 401(k) Profit Sharing Plan held $1.8M in plan assets for 14 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

BRET E. Mooso, DDS, MS, PA's EIN is 82-0529881.

EIN 82-0529881

Plan number 001

Plan year 2023

ACK ID 20241014145428NAL0015149651001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BRET E. Mooso, DDS, MS, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BRET E. Mooso, DDS, MS, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

BRET E. MOOSO, DDS, MS, PA

EIN

all filings

Address

1580 ELK CREEK DR. · IDAHO FALLS, ID · 83404

Phone

(208) 522-4552

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator