Original filing (PDF)20250424221149NAL0004647059034

MARY ANN PHILLIPS CPA PA

Name: MARY ANN PHILLIPS CPA PA — MARY ANN PHILLIPS CPA 401(K) PLAN, Form 5500 (2024)
Creator: MARY ANN PHILLIPS CPA PA

Form 5500-SF

FILING_RECEIVED

MARY ANN PHILLIPS CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY ANN PHILLIPS CPA PA.

Plan sponsor

Name

MARY ANN PHILLIPS CPA PA

EIN

20-3663355all filings

Address

1931 COMMERCE LN STE 6 · JUPITER, FL · 334585857

Phone

(561) 747-5431

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2024-12-31

Filed

2025-04-24

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

HARRY J. HONAN, CPA, PLLC

HARRY J. HONAN, CPA, PLLC 401(K) PLAN

$66K · 3 participants

JOHNSON GROUP TAX SERVICES LLC

JOHNSON GROUP TAX SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$66K · 6 participants

WINKLER THURLOW FORNER CPAS

WINKLER THURLOW FORNER CPAS 401K PROFIT SHARING PLAN

$66K · 6 participants

COBB PLLC

COBB PLLC 401K PLAN

$66K · 29 participants

ANTHONY PASSERINO, CPA

$66K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.