Original filing (PDF)20250728164447NAL0001073571001

HENRY LOUIE, M.D., INC.

Name: HENRY LOUIE, M.D., INC. — HENRY LOUIE, M.D., INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: HENRY LOUIE, M.D., INC.

Form 5500-SF

FILING_RECEIVED

HENRY LOUIE, M.D., INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 HENRY LOUIE, M.D., INC..

Plan sponsor

Name

HENRY LOUIE, M.D., INC.

EIN

33-0818240

Address

2760 TANTALUS DRIVE · HONOLULU, HI · 96813

Phone

(808) 545-1215

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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

KIM C. LE, DMD, PC

KIM C. LE, DMD, PC 401K PLAN

$1.4M · 4 participants

WORKRIGHT OCCUPATIONAL HEALTH SERVICES, S.C.

WORKRIGHT OCCUPATIONAL HEALTH SERVICES, SC 401(K) PLAN

$1.4M · 9 participants

SURGERY CENTER OF FARMINGTON

SURGERY CENTER OF FARMINGTON 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 19 participants

HAMILTON EYE INSTITUTE, PC

HAMILTON EYE INSTITUTE, PC 401(K) PLAN

$1.4M · 21 participants

STEVEN D. KNOPE, M.D., L.L.C.

STEVEN D. KNOPE, M.D., L.L.C. PROFIT SHARING PLAN