Mitchell Tasaki M.D., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Mitchell Tasaki, M.D., Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mitchell Tasaki M.D., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Mitchell Tasaki, M.D., Inc. under EIN 99-0347706 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $3,367,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mitchell Tasaki, M.D., Inc.
- EIN
- 99-0347706
- Plan number
- 001
- Plan type
- 2
- Location
- Wailuku, HI
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $3,367,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20241002100414NAL0014731392001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,367,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,367,835
- Net assets (BOY)
- $2,245,275
Income & contributions
- Employer contributions
- $75,054
- Participant contributions
- $93,028
- Total income / additions
- $1,217,340
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $23,490
- Total expenses
- $94,780
- Net increase / (decrease)
- $1,122,560
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.