Original filing (PDF)20250414161617NAL0003900514001

PHILLIPS AND COMPANY, ACCOUNTANCY CORP.

Name: PHILLIPS AND COMPANY, ACCOUNTANCY CORP. — PHILLIPS AND COMPANY 401(K) PLAN, Form 5500 (2023)
Creator: PHILLIPS AND COMPANY, ACCOUNTANCY CORP.

Form 5500-SF

FILING_RECEIVED

PHILLIPS AND COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 PHILLIPS AND COMPANY, ACCOUNTANCY CORP..

Plan sponsor

Name

PHILLIPS AND COMPANY, ACCOUNTANCY CORP.

EIN

85-2524654

Address

909 EAST GREEN STREET · PASADENA, CA · 91106

Phone

(626) 796-6000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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