How big is GENE HORI, M.D.'s plan?

GENE HORI, M.D.'s plan reported $2.7M in assets and 3 participants for 2024.

Original filing (PDF)20250312123516NAL0010135731001

GENE HORI, M.D.

Name: GENE HORI, M.D. — GENE HORI, M.D. 401(k) Profit, Form 5500 (2024)
Creator: GENE HORI, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GENE HORI, M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · GENE HORI, M.D.'s GENE HORI, M.D. 401(k) Profit Sharing Plan held $2.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

GENE HORI signed GENE HORI, M.D.'s 2024 Form 5500 as plan administrator.

GENE HORI — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GENE HORI, M.D.'s EIN is 26-1851674.

EIN 26-1851674

Plan number 001

Plan year 2024

ACK ID 20250312123516NAL0010135731001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GENE HORI, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GENE HORI, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GENE HORI, M.D.

EIN

all filings

Address

4251 S. HIGUERA STREET · SUITE 402 · SAN LUIS OBISPO, CA · 93401

Phone

(805) 541-1492

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator