Original filing (PDF)20251006123734NAL0003416289001

ALLEN M. OKAMOTO DBA T. OKAMOTO & CO.

Name: ALLEN M. OKAMOTO DBA T. OKAMOTO & CO. — ALLEN M. OKAMOTO DBA T. OKAMOTO & CO. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ALLEN M. OKAMOTO DBA T. OKAMOTO & CO.

Form 5500-SF

FILING_RECEIVED

ALLEN M. OKAMOTO DBA T. OKAMOTO & CO. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 ALLEN M. OKAMOTO DBA T. OKAMOTO & CO..

Plan sponsor

Name

ALLEN M. OKAMOTO DBA T. OKAMOTO & CO.

EIN

94-2471927

Address

1832 BUCHANAN STREET, #202 · SAN FRANCISCO, CA · 941153252

Phone

(415) 931-6290

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

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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