· 2022–2024 · DOL EFAST2

SHIMANUKI & MATSUMURA, CPAS, INC. — SHIMANUKI & MATSUMURA, CPAS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250312215005NAL0019827409001

SHIMANUKI & MATSUMURA, CPAS, INC.

Form 5500-SF

FILING_RECEIVED

SHIMANUKI & MATSUMURA, CPAS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

9

Accounts w/ balance

10

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIMANUKI & MATSUMURA, CPAS, INC..

Plan sponsor

Name

SHIMANUKI & MATSUMURA, CPAS, INC.

EIN

99-0248031

Address

4139 HARDY STREET, SUITE A · LIHUE, HI · 967661357

Phone

(808) 245-3358

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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