· 2022–2024 · DOL EFAST2

MAKOTO IWAHARA, M.D., P.C. — MAKOTO IWAHARA, M.D., P.C. PROFIT SHARING & EMPLOYEES SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250818165412NAL0002779202001

MAKOTO IWAHARA, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

MAKOTO IWAHARA, M.D., P.C. PROFIT SHARING & EMPLOYEES SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

2

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score

87

/ 100

Grade A

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

55

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAKOTO IWAHARA, M.D., P.C..

Plan sponsor

Name

MAKOTO IWAHARA, M.D., P.C.

EIN

13-3995351

Address

120 EAST 79TH STREET · SUITE 1C · NEW YORK, NY · 10021

Phone

(212) 879-2328

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

2025-08-18

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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