· 2022–2024 · DOL EFAST2

CORA S. Tasaki, M.D., Inc. — LUGO & Tasaki Profit, Form 5500 (2024)

Original filing (PDF)20250823181144NAL0012157762001

CORA S. Tasaki, M.D., Inc.

Form 5500-SF

FILING_RECEIVED

LUGO & Tasaki Profit Sharing Plan

401(k) retirement plan · CORA S. Tasaki, M.D., Inc.'s LUGO & Tasaki Profit Sharing Plan held $4.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORA S. TASAKI, M.D., INC..

Plan sponsor

Name

CORA S. TASAKI, M.D., INC.

EIN

02-0544634all filings

Address

1885 MAIN STREET, SUITE 205 · WAILUKU, HI · 967931827

Phone

(808) 244-6776

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

2025-08-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

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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