Assets by plan
Share of aggregate retirement assets
Filings through .
Jonathan K. Nakano, DMD Oral & Maxillofacial Surgery, Inc.
EIN 26-0616958Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$5.3M assets
Health & Benefits
0
Participants
33
61 LONG COURT, SUITE #101 - THOUSAND OAKS, CA 91360805-446-0162
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.3M assets / 33 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. RETIREMENT PLAN
Cash balance
Assets$3.4M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. 401(K) PLAN
401(k)
Assets$1.6M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$360K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. RETIREMENT PLAN | Cash balance | $3.4M | 9 | 2025 |
| #001 | JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. 401(K) PLAN | 401(k) | $1.6M | 15 | 2025 |
| #002 | JONATHAN K. NAKANO, DMD ORAL & MAXILLOFACIAL SURGERY, INC. PROFIT SHARING PLAN | Profit-sharing | $360K | 9 | 2025 |
- #003 · Cash balance · 20259
- #001 · 401(k) · 202515
- #002 · Profit-sharing · 20259
Retirement plans