Original filing (PDF)20251008134407NAL0009524000001

PH TAX & WEALTH SOLUTIONS CPAS, INC.

Name: PH TAX & WEALTH SOLUTIONS CPAS, INC. — PH TAX & WEALTH SOLUTIONS CPAS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PH TAX & WEALTH SOLUTIONS CPAS, INC.

Form 5500-SF

FILING_RECEIVED

PH TAX & WEALTH SOLUTIONS CPAS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PH TAX & WEALTH SOLUTIONS CPAS, INC..

Plan sponsor

Name

PH TAX & WEALTH SOLUTIONS CPAS, INC.

EIN

68-0334970

Address

3220 BLUME DRIVE · SUITE 221 · RICHMOND, CA · 94806

Phone

(510) 223-6300

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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