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JOHN M. NEISHI, OD — JOHN NEISHI OD A SOLE PROPRIETORSHIP PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250714190201NAL0002226192001
JOHN M. NEISHI, OD
Form 5500-SF
FILING_RECEIVED
JOHN NEISHI OD A SOLE PROPRIETORSHIP PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOHN M. NEISHI, OD
.
Find decision makers
Plan sponsor
Name
JOHN M. NEISHI, OD
EIN
94-3104990
Address
19127 KIT FOX PLACE · CASTRO VALLEY, CA · 945462857
Phone
(510) 276-8420
Industry
Health Care & Social Assistance
see 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
2025-07-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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