Original filing (PDF)20250823181144NAL0012157762001

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

Name: CORA S. TASAKI, M.D., INC. — LUGO & TASAKI PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CORA S. TASAKI, M.D., INC.

Form 5500-SF

FILING_RECEIVED

LUGO & TASAKI PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORA S. TASAKI, M.D., INC..

Plan sponsor

Name

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

EIN

02-0544634

Address

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

Phone

(808) 244-6776

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-08-23

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

Related plans

Similar-size Offices of Physicians plans

BABUBHAI I PATEL PHYSICIAN P.C.

DR. BABUBHAI PATEL DEFINED BENEFIT PLAN

$4.2M · 3 participants

SOUTHERN DERMATOLOGY CENTER, PC

SOUTHEERN DERMATOLOGY CENTER PC 401K PROFIT SHARING RETIREMENT PLAN

$4.2M · 6 participants

NORTH CAROLINA CENTER FOR REPRODUCTIVE MEDICINE, PA

NCCRM, P.A. 401(K) PLAN

$4.2M · 18 participants

VALLEY RADIOLOGY, PA

VALLEY RADIOLOGY, PA CASH BALANCE PLAN

$4.2M · 21 participants

ALLERGY & ASTHMA CENTER, LLC

ALLERGY & ASTHMA CENTER, LLC 401(K) PLAN