Original filing (PDF)20241015155839NAL0016819075003

JON F. GRAHAM, M.D., LLC

Name: JON F. GRAHAM, M.D., LLC — JON F. GRAHAM, MD, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JON F. GRAHAM, M.D., LLC

Form 5500-SF

FILING_RECEIVED

JON F. GRAHAM, MD, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 JON F. GRAHAM, M.D., LLC.

Plan sponsor

Name

JON F. GRAHAM, M.D., LLC

EIN

99-0347338

Address

1441 KAPIOLANI BLVD, SUITE 2020 · HONOLULU, HI · 96814

Phone

(808) 550-4939

Industry

Offices of Physicians· 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

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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

Service providers (Schedule C)

Small plans don't disclose service providers

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