Original filing (PDF)20240905104727NAL0034787344001

PISENTI & BRINKER LLP

Name: PISENTI & BRINKER LLP — PISENTI & BRINKER LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PISENTI & BRINKER LLP

Form 5500-SF

FILING_RECEIVED

PISENTI & BRINKER LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

115

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PISENTI & BRINKER LLP.

Plan sponsor

Name

PISENTI & BRINKER LLP

EIN

94-1585562

Address

3562 ROUND BARN CIRCLE · SUITE 300 · SANTA ROSA, CA · 95403

Phone

(707) 762-9900

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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