How big is Lloyd Takao, M.D.'s plan?

Lloyd Takao, M.D.'s plan reported $376K in assets and 2 participants for 2024.

Original filing (PDF)20250626205306NAL0021569634001

Lloyd Takao, M.D.

Name: Lloyd Takao, M.D. — Lloyd Takao, M.D. 401(k) Plan &, Form 5500 (2024)
Creator: Lloyd Takao, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lloyd Takao, M.D. 401(k) Plan & Trust

401(k) retirement plan · Lloyd Takao, M.D.'s Lloyd Takao, M.D. 401(k) Plan & Trust held $376K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

People on this filing

Lloyd Takao signed Lloyd Takao, M.D.'s 2024 Form 5500 as plan administrator.

Lloyd Takao — 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

Lloyd Takao, M.D.'s EIN is 46-2407816.

EIN 46-2407816

Plan number 001

Plan year 2024

ACK ID 20250626205306NAL0021569634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lloyd Takao, M.D.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LLOYD TAKAO, M.D..

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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