· 2022–2024 · DOL EFAST2

My Philly Accountant LLC — My Philly Accountant, Form 5500 (2023)

Original filing (PDF)20241223114849NAL0014350128001

My Philly Accountant LLC

Form 5500-SF

FILING_RECEIVED

My Philly Accountant

401(k) retirement plan · My Philly Accountant LLC's My Philly Accountant filed a Form 5500 for plan year 2023.

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 MY PHILLY ACCOUNTANT LLC.

Plan sponsor

Name

MY PHILLY ACCOUNTANT LLC

EIN

92-1774331all filings

Address

501 CAMBRIA AVE · NUM 379 · BENSALEM, PA · 19020

Phone

(215) 336-8751

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-31

Filed

2024-12-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

LIN CHAI Rawlinson, CPA, PC

LIN CHAI Rawlinson, CPA, PC Cash Balance Pension Plan

SPIN-Off Termination Plan for Sollis, LLC

Digabriele, McNulty, Campanella

Digabriele, McNulty, Campanella & Co. , LLC 401(k) Profit Sharing

Timpe CPAS, LLC

Timpe CPAS, LLC 401(k) Savings Plan

Hager & Company LLC

Hager & Company 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.