How big is Jambrina CPA PC's plan?

Jambrina CPA PC's plan reported $1.2M in assets and 33 participants for 2024.

Original filing (PDF)20250609173216NAL0014472289001

Jambrina CPA PC

Name: Jambrina CPA PC — Jambrina CPA PC 401(k) Profit, Form 5500 (2024)
Creator: Jambrina CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jambrina CPA PC 401(k) Profit Sharing Plan

401(k) retirement plan · Jambrina CPA PC's Jambrina CPA PC 401(k) Profit Sharing Plan held $1.2M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Banke Phillips signed Jambrina CPA PC's 2024 Form 5500 as plan administrator.

Banke Phillips — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jambrina CPA PC's EIN is 27-1940806.

EIN 27-1940806

Plan number 001

Plan year 2024

ACK ID 20250609173216NAL0014472289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jambrina CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jambrina CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMBRINA CPA PC.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off