· 2022–2024 · DOL EFAST2

PHILLIP L. VALENZUELA, CPA, PLLC — PHILLIP L. VALENZUELA, CPA, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)

Original filing (PDF)20230703193954NAL0012499825001

PHILLIP L. VALENZUELA, CPA, PLLC

Form 5500-SF

FILING_RECEIVED

PHILLIP L. VALENZUELA, CPA, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIP L. VALENZUELA, CPA, PLLC.

Plan sponsor

Name

PHILLIP L. VALENZUELA, CPA, PLLC

EIN

81-5109408all filings

Address

4420 FLOYD STREET, UNIT C · HOUSTON, TX · 77007

Phone

(713) 702-7595

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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