Original filing (PDF)20251113203333NAL0000967667001

JOHN I. KOTAKE, D.D.S., INC.

Name: JOHN I. KOTAKE, D.D.S., INC. — JOHN I. KOTAKE, D. D. S. , INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN I. KOTAKE, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

JOHN I. KOTAKE, D. D. S. , INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 JOHN I. KOTAKE, D.D.S., INC..

Plan sponsor

Name

JOHN I. KOTAKE, D.D.S., INC.

EIN

99-0210694

Address

1150 S. KING STREET, SUITE 406 · HONOLULU, HI · 968141951

Phone

(808) 593-8511

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

2024-10-01

Tax period

2025-09-30

Filed

2025-11-13

Pension benefit codes

2E · Profit-sharing

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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