Original filing (PDF)20241011205523NAL0023602769001

KEITH M. KOGA, D.D.S.

Name: KEITH M. KOGA, D.D.S. — KEITH M. KOGA, D.D.S. 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KEITH M. KOGA, D.D.S.

Form 5500-SF

FILING_RECEIVED

KEITH M. KOGA, D.D.S. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 KEITH M. KOGA, D.D.S..

Plan sponsor

Name

KEITH M. KOGA, D.D.S.

EIN

99-0297840

Address

98-211 PALI MOMI ST., 725 · AIEA, HI · 967014339

Phone

(808) 484-0600

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

2J · 401(k) feature

2H · Partial participant-directed accounts

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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