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MARILYNN MOORE, M.D. — MARILYNN MOORE, M.D., VIP MONEY PURCHASE PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241011150134NAL0012651491001
MARILYNN MOORE, M.D.
Form 5500-SF
FILING_RECEIVED
MARILYNN MOORE, M.D., VIP MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 34.8 mo
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
MARILYNN MOORE, M.D.
.
Find decision makers
Plan sponsor
Name
MARILYNN MOORE, M.D.
EIN
95-3984817
Address
1060 E. GREEN STREET, SUITE 204 · PASADENA, CA · 91106
Phone
(626) 792-3843
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2024-10-11
Pension benefit codes
2C · Money purchase (other than target benefit)
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 34.8 months past the 10.5-month grace window.
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.
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