Original filing (PDF)20250930154506NAL0012487313001

DANIEL L. PHILLIPS CPA, INC.

Name: DANIEL L. PHILLIPS CPA, INC. — PHILLIPS, BOWMAN & COMPANY CPAS RETIREMENT PLAN, Form 5500 (2024)
Creator: DANIEL L. PHILLIPS CPA, INC.

Form 5500-SF

FILING_RECEIVED

PHILLIPS, BOWMAN & COMPANY CPAS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

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 DANIEL L. PHILLIPS CPA, INC..

Plan sponsor

Name

DANIEL L. PHILLIPS CPA, INC.

EIN

20-5224048all filings

Address

219 S 3RD STREET · ELKHART, IN · 46516

Phone

(574) 294-4685

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP , LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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