Original filing (PDF)20250626110641NAL0005129891001

JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC.

Name: JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. — JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC.

Form 5500-SF

FILING_RECEIVED

JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC..

Plan sponsor

Name

JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC.

EIN

26-0616958

Address

61 LONG COURT, SUITE #101 · THOUSAND OAKS, CA · 913606083

Phone

(805) 496-0162

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-06-26

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

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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