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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

DANIEL L. PHILLIPS CPA, INC. 401(k) Plan

What public Form 5500 filings show about the DANIEL L. PHILLIPS CPA, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$44K
Participants
5
Plans on file
1

The DANIEL L. PHILLIPS CPA, INC. 401(k) on its latest Form 5500

DANIEL L. PHILLIPS CPA, INC. (EIN 20-5224048) reports PHILLIPS, BOWMAN & COMPANY CPAS RETIREMENT PLAN on its most recent Form 5500, with $44K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full DANIEL L. PHILLIPS CPA, INC. filing — schedules, fees, and providers.

Who runs the DANIEL L. PHILLIPS CPA, INC. 401(k)?

DANIEL L. PHILLIPS CPA, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask DANIEL L. PHILLIPS CPA, INC.HR for the recordkeeper’s name and login.

How to check your DANIEL L. PHILLIPS CPA, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask DANIEL L. PHILLIPS CPA, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: DANIEL L. PHILLIPS CPA, INC. — all Form 5500 filings (EIN 20-5224048) · Indiana employer EIN lookup · Form 5500 search
DANIEL L. PHILLIPS CPA, INC. 401(k) Plan — Form 5500