What public Form 5500 filings show about the Duane J Phillips Inc. Certified Public Accountants 401(k) plan — and how to find and check your own account.
Duane J Phillips Inc. Certified Public Accountants (EIN 68-0457217) reports DUANE J PHILLIPS INC CERTIFIED PUBLIC ACCOUNTANTS 401K PROFIT SHARING PLAN on its most recent Form 5500, with $3.0M 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 Duane J Phillips Inc. Certified Public Accountants filing — schedules, fees, and providers.
Duane J Phillips Inc. Certified Public Accountants’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 Duane J Phillips Inc. Certified Public AccountantsHR for the recordkeeper’s name and login.
