How big is Mooney and Holmberg, DDS, PLLC's plan?

Mooney and Holmberg, DDS, PLLC's plan reported $2.4M in assets and 12 participants for 2024.

Original filing (PDF)20251014111438NAL0001270275001

Mooney and Holmberg, DDS, PLLC

Name: Mooney and Holmberg, DDS, PLLC — Mooney and, Form 5500 (2024)
Creator: Mooney and Holmberg, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mooney and Holmberg, DDS, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Mooney and Holmberg, DDS, PLLC's Mooney and Holmberg, DDS, PLLC 401(k) Profit Sharing Plan held $2.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Mooney and Holmberg, DDS, PLLC's EIN is 92-0294790.

EIN 92-0294790

Plan number 001

Plan year 2024

ACK ID 20251014111438NAL0001270275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mooney and Holmberg, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mooney and Holmberg, DDS, PLLC'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 MOONEY AND HOLMBERG, DDS, PLLC.

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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