Original filing (PDF)20251014111544NAL0002615041001

LISA M. TOMA YOSHIDA, CPA, LLC

Name: LISA M. TOMA YOSHIDA, CPA, LLC — LISA M. TOMA YOSHIDA, CPA, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LISA M. TOMA YOSHIDA, CPA, LLC

Form 5500-SF

FILING_RECEIVED

LISA M. TOMA YOSHIDA, CPA, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LISA M. TOMA YOSHIDA, CPA, LLC.

Plan sponsor

Name

LISA M. TOMA YOSHIDA, CPA, LLC

EIN