How big is Moon and Associates, LLC's plan?

Moon and Associates, LLC's plan reported $946K in assets and 9 participants for 2024.

Original filing (PDF)20250516140302NAL0020195057001

Moon and Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Moon and Associates, LLC held $946K in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$946K

Net assets (EOY)

$946K

Plan identifiers

Moon and Associates, LLC's EIN is 83-4474548.

EIN 83-4474548

Plan number 001

Plan year 2024

ACK ID 20250516140302NAL0020195057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moon and Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moon and Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOON AND ASSOCIATES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

MOON AND ASSOCIATES, LLC

EIN

all filings

Address

12400 N. MERIDIAN ST. · SUITE 100 · CARMEL, IN · 46032

Phone

(317) 559-3320

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-05-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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