Original filing (PDF)20231024142742NAL0008566304001

KEITH T SHIMIZU CPA INC

Name: KEITH T SHIMIZU CPA INC — KEITH T SHIMIZU CPA INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: KEITH T SHIMIZU CPA INC

Form 5500-SF

FILING_RECEIVED

KEITH T SHIMIZU CPA INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$81

Net assets (EOY)

$81

Plan health score

/ 100

Grade B

Above-average plan

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEITH T SHIMIZU CPA INC.

Plan sponsor

Name

KEITH T SHIMIZU CPA INC

EIN

99-0291880

Address

58 KAMANA ST. · HILO, HI · 967203075

Phone

(808) 933-2590

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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