How big is Jessica A. Brenner, CPA's plan?

Jessica A. Brenner, CPA's plan reported $780K in assets and 1 participants for 2023.

Original filing (PDF)20241002114615NAL0008730337001

Jessica A. Brenner, CPA

Name: Jessica A. Brenner, CPA — Jessica A. Brenner Profit, Form 5500 (2023)
Creator: Jessica A. Brenner, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jessica A. Brenner Profit Sharing Plan

401(k) retirement plan · Jessica A. Brenner, CPA's Jessica A. Brenner Profit Sharing Plan held $780K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$780K

Net assets (EOY)

$780K

Plan identifiers

Jessica A. Brenner, CPA's EIN is 68-0253400.

EIN 68-0253400

Plan number 004

Plan year 2023

ACK ID 20241002114615NAL0008730337001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jessica A. Brenner, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jessica A. Brenner, CPA's 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 JESSICA A. BRENNER, CPA.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JESSICA A. BRENNER, CPA

EIN

all filings

Address

3408 WHALER AVE. · DAVIS, CA · 95616

Phone

(530) 758-0144

Industry

CPA Offices· Professional & Technical Services

Plan administrator