· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KENNETH E. MOORE, DDS — KENNETH E. MOORE DDS PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250507110916NAL0015792304001
KENNETH E. MOORE, DDS
Form 5500-SF
FILING_RECEIVED
KENNETH E. MOORE DDS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KENNETH E. MOORE, DDS
.
Find decision makers
Plan sponsor
Name
KENNETH E. MOORE, DDS
EIN
94-2873193
Address
729 SUNRISE AVE., SUITE 400 · ROSEVILLE, CA · 95661
Phone
(916) 780-2022
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-05-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
DAVID S. VERSCHUEREN, DMD, MD, PLLC
NW ORAL & FACIAL SURGERY CASH BALANCE PENSION PLAN
$2.9M · 10 participants
BARONE & FORD, D.D.S., P.A.
BARONE & FORD, D.D.S., P.A. 401K PROFIT SHARING PLAN
$2.9M · 8 participants
CHARLES M. ARITA, D.D.S. INC.
CHARLES M. ARITA, D.D.S. INC. 401(K) PROFIT SHARING PLAN
$2.9M · 2 participants
GEORGE L. WALKER, D.D.S., M.S., LTD.
DR. WALKER ORTHODONTICS 401(K) PLAN
$2.9M · 9 participants
SANGHO PARK DENTAL, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SANGHO PARK DENTAL, INC. RETIREMENT PLAN
$2.9M · 6 participants
CRAIG HEALY, D.D.S.
CRAIG HEALY, D.D.S. PROFIT SHARING PLAN
$2.9M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
