Original filing (PDF)20251015163157NAL0010654674001

JESUS J. MEJIA, CPA, A SOLE PROPRIETOR

Name: JESUS J. MEJIA, CPA, A SOLE PROPRIETOR — JESUS J. MEJIA, CPA, A SOLE PROPRIETOR, PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JESUS J. MEJIA, CPA, A SOLE PROPRIETOR

Form 5500-SF

FILING_RECEIVED

JESUS J. MEJIA, CPA, A SOLE PROPRIETOR, PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JESUS J. MEJIA, CPA, A SOLE PROPRIETOR.

Plan sponsor

Name

JESUS J. MEJIA, CPA, A SOLE PROPRIETOR

EIN