Original filing (PDF)20260423160525NAL0007675648001

Duane J Phillips Inc. Certified Public Accountants

Name: Duane J Phillips Inc. Certified Public Accountants — Form 5500 Plan 001 (2025)
Creator: Duane J Phillips Inc. Certified Public Accountants
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duane J Phillips Inc. Certified Public Accountants 401(k) Profit Sharing Plan

401(k) retirement plan · Duane J Phillips Inc. Certified Public Accountants' Duane J Phillips Inc. Certified Public Accountants 401(k) Profit Sharing Plan held $3.0M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Duane J Phillips Inc. Certified Public Accountants' EIN is 68-0457217.

EIN 68-0457217

Plan number 001

Plan year 2025

ACK ID 20260423160525NAL0007675648001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Duane J Phillips Inc. Certified Public Accountants from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Duane J Phillips Inc. Certified Public Accountants' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUANE J PHILLIPS INC CERTIFIED PUBLIC ACCOUNTANTS.

Finding similar companies…

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