How big is Phillips and Phillips CPAS' plan?

Phillips and Phillips CPAS' plan reported $14K in assets and 10 participants for 2024.

Original filing (PDF)20251126141035NAL0002460371001

Phillips and Phillips CPAS

Name: Phillips and Phillips CPAS — Phillips and Phillips, Form 5500 (2024)
Creator: Phillips and Phillips CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips and Phillips CPAS SOCA Benefit Plan

Health & welfare plan · Phillips and Phillips CPAS' Phillips and Phillips CPAS SOCA Benefit Plan held $14K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14K

Net assets (EOY)

$5K

People on this filing

Matt Appenzeller signed Phillips and Phillips CPAS' 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phillips and Phillips CPAS' EIN is 34-1574249.

EIN 34-1574249

Plan number 501

Plan year 2024

ACK ID 20251126141035NAL0002460371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips and Phillips CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips and Phillips CPAS' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score