Original filing (PDF)20241002114615NAL0008730337001

JESSICA A. BRENNER, CPA

Name: JESSICA A. BRENNER, CPA — JESSICA A. BRENNER PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JESSICA A. BRENNER, CPA

Form 5500-SF

FILING_RECEIVED

JESSICA A. BRENNER PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$780K

Net assets (EOY)

$780K

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).

Decision-maker contacts

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

Plan sponsor

Name

JESSICA A. BRENNER, CPA

EIN

68-0253400all filings

Address

3408 WHALER AVE. · DAVIS, CA · 95616

Phone

(530) 758-0144

Industry