Original filing (PDF)20240803153600NAL0025445969001

VALERIE M. AOKI, D.D.S.

Name: VALERIE M. AOKI, D.D.S. — VALERIE M. AOKI, D.D.S. PROFIT SHARING 401K PLAN, Form 5500 (2023)
Creator: VALERIE M. AOKI, D.D.S.

Form 5500-SF

FILING_RECEIVED

VALERIE M. AOKI, D.D.S. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 VALERIE M. AOKI, D.D.S..

Plan sponsor

Name

VALERIE M. AOKI, D.D.S.

EIN

77-0572170

Address

24310 BARN OWL COURT · CORRAL DE TIERRA, CA · 93908

Phone

(831) 214-3356

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

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