· 2022–2024 · DOL EFAST2

Naoki NED Shimizu D.D.S. P.A. — Naoki NED Shimizu, Form 5500 (2025)

Original filing (PDF)20260513095210NAL0015131810001

Naoki NED Shimizu D.D.S. P.A.

Form 5500-SF

FILING_RECEIVED

Naoki NED Shimizu D.D.S. P.A. 401(k) Plan

401(k) retirement plan · Naoki NED Shimizu D.D.S. P.A.'s Naoki NED Shimizu D.D.S. P.A. 401(k) Plan held $1.1M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

61

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd 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 Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-13

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

Arturo J. Franco, D.D.S., a P.C.

Arturo J. Franco, D.D.S., a P.C. Profit Sharing 401(k) Plan

$1.1M · 6 participants

Northstar Family Dental LLC

Northstar Family Dental LLC 401(k)

$1.1M · 39 participants

Thomas R Boyd DDS, PC

Thomas R. Boyd, DDS PC Pension Plan

$1.1M · 2 participants

Southport Family Dental 401(k) Plan

$1.1M · 12 participants

Ross Prosthodontics d/b/a Pantops Prosthodontics

Ross Prosthodontics 401(k) Profit Sharing Plan and Trust

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