How big is Mehner Certified Public Accountants' plan?

Mehner Certified Public Accountants' plan reported $8.1M in assets and 1 participants for 2024.

Original filing (PDF)20251009164947NAL0006921025001

Mehner Certified Public Accountants

Name: Mehner Certified Public Accountants — Mehner Certifi, Form 5500 (2024)
Creator: Mehner Certified Public Accountants
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mehner Certified Public Accountants 401(k) Profit Sharing Plan

401(k) retirement plan · Mehner Certified Public Accountants' Mehner Certified Public Accountants 401(k) Profit Sharing Plan held $8.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Mehner Certified Public Accountants' EIN is 46-3266693.

EIN 46-3266693

Plan number 001

Plan year 2024

ACK ID 20251009164947NAL0006921025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mehner Certified Public Accountants from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mehner Certified Public Accountants' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEHNER CERTIFIED PUBLIC ACCOUNTANTS.

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Plan health score

Top-tier plan health

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

100

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

MEHNER CERTIFIED PUBLIC ACCOUNTANTS

EIN

all filings

Address

1701 QUAIL STREET · SUITE 200 · NEWPORT BEACH, CA · 92660

Phone

(714) 433-2800

Industry

CPA Offices· Professional & Technical Services

Plan administrator