How big is Phocus Accounting and Tax Specialists, PLLC's plan?

Phocus Accounting and Tax Specialists, PLLC's plan reported $1.4M in assets and 21 participants for 2024.

Original filing (PDF)20250707103557NAL0005695152001

Phocus Accounting and Tax Specialists, PLLC

Name: Phocus Accounting and Tax Specialists, PLLC — Form 5500 Plan 001 (2024)
Creator: Phocus Accounting and Tax Specialists, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phocus 401(k) Plan

401(k) retirement plan · Phocus Accounting and Tax Specialists, PLLC's Phocus 401(k) Plan held $1.4M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Phocus Accounting and Tax Specialists, PLLC's EIN is 05-0609230.

EIN 05-0609230

Plan number 001

Plan year 2024

ACK ID 20250707103557NAL0005695152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phocus Accounting and Tax Specialists, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phocus Accounting and Tax Specialists, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOCUS ACCOUNTING AND TAX SPECIALISTS, PLLC.

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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