Original filing (PDF)20250620101213NAL0009490546001

NAOKI NED SHIMIZU D.D.S. P.A.

Name: NAOKI NED SHIMIZU D.D.S. P.A. — NAOKI NED SHIMIZU D.D.S. P.A. 401K PLAN, Form 5500 (2024)
Creator: NAOKI NED SHIMIZU D.D.S. P.A.

Form 5500-SF

FILING_RECEIVED

NAOKI NED SHIMIZU D.D.S. P.A. 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$900K

Net assets (EOY)

$900K

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 (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAOKI NED SHIMIZU D.D.S. P.A..

Plan sponsor

Name

NAOKI NED SHIMIZU D.D.S. P.A.

EIN

76-0570939all filings

Address

11757 KATY FREEWAY SUITE 960 · HOUSTON, TX · 77079

Phone

(281) 531-0710

Industry

Offices of Dentists· 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

2025-06-20

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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

Related plans

Similar-size Offices of Dentists plans

VINCENT A. GROSSO, II, DMD

VINCENT A. GROSSO, II, DMD PROFIT SHARING PLAN

$900K · 6 participants

JIN DENTAL CORPORATION

JIN DENTAL CORPORATION 401(K) PROFIT SHARING PLAN

$900K · 8 participants

PASQUALE J. MALPESO, D.M.D., P.C.

PASQUALE J. MALPESO, D.M.D., P.C. PROFIT SHARING PLAN

$900K · 10 participants

JON T FLINT, DMD, PLLC

JON T FLINT 401(K) SAFE HARBOR PLAN

$900K · 5 participants

MICHAEL A. SPILOTRO, DDS, MS, APC

MICHAEL A. SPILOTRO, DDS, MS, APC 401K PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.