How big is Daniel C Moreno's plan?

Daniel C Moreno's plan reported $4.6M in assets and 4 participants for 2024.

Original filing (PDF)20250814110124NAL0011770496001

Daniel C Moreno

Name: Daniel C Moreno — Daniel C Moreno Certified Public, Form 5500 (2024)
Creator: Daniel C Moreno
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel C Moreno Certified Public Accountant Profit Sharing Plan

401(k) retirement plan · Daniel C Moreno's Daniel C Moreno Certified Public Accountant Profit Sharing Plan held $4.6M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Daniel Moreno signed Daniel C Moreno's 2024 Form 5500 as plan administrator.

Daniel Moreno — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Daniel C Moreno's EIN is 94-2917748.

EIN 94-2917748

Plan number 001

Plan year 2024

ACK ID 20250814110124NAL0011770496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel C Moreno from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel C Moreno's plan includes profit-sharing, a 401(k) feature, health coverage, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL C MORENO.

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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