Retirement plan

MARI NAKASHIZUKA, M.D., F.A.C.S. 401(K) RETIREMENT SAVINGS PLAN

Name: MARI NAKASHIZUKA, M.D., F.A.C.S. - MARI NAKASHIZUKA, M.D., F.A.C.S. 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: MARI NAKASHIZUKA, M.D., F.A.C.S.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARI NAKASHIZUKA, M.D., F.A.C.S. 401(K) RETIREMENT SAVINGS PLAN, MARI NAKASHIZUKA, M.D., F.A.C.S.

MARI NAKASHIZUKA, M.D., F.A.C.S.EIN 99-0304630Plan #003PY 2024

321 N. KUAKINI STREET, SUITE 614 - HONOLULU, HI 96817808-533-1676

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

+22.7% from 2023

Total participants

0.0% from 2023

Average account balance

$1,369,782

+22.7% from 2023

Annual return

17.59%

-6.57 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.74M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.4M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$57K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2 / participant

Other / not subdivided$3100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,369,782

$183,516+646.4%

$155,534+780.7%

$145,884+839.0%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

17.59%

61.43%-43.8pp

64.92%-47.3pp

551.85%-534.3pp

Employer contribution / active EE

$27,235

$5,315+412.4%

$4,675+482.6%

$4,662+484.1%

Participant deferral / active EE

$30,250

$6,467+367.8%

$5,630+437.3%

$6,690+352.2%

Admin fee / account holder

$19,293-100.0%

$15,900-100.0%

$13,392-100.0%

MARI NAKASHIZUKA, M.D., F.A.C.S. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARI NAKASHIZUKA, M.D., F.A.C.S. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion