Original filing (PDF)20250515122528NAL0019625441001

JOSEPH R. MCKINLAY, M.D., L.L.C.

Name: JOSEPH R. MCKINLAY, M.D., L.L.C. — JOSEPH R. MCKINLAY, M.D., L.L.C. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: JOSEPH R. MCKINLAY, M.D., L.L.C.

Form 5500-SF

FILING_RECEIVED

JOSEPH R. MCKINLAY, M.D., L.L.C. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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 JOSEPH R. MCKINLAY, M.D., L.L.C..

Plan sponsor

Name

JOSEPH R. MCKINLAY, M.D., L.L.C.

EIN

99-0352616

Address

1003 BISHOP STREET · SUITE 380 · HONOLULU, HI · 96813

Phone

(808) 528-1717

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-05-15

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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