Original filing (PDF)20240724113114NAL0020203872001

DANIELLS PHILLIPS VAUGHAN & BOCK ACCOUNTANCY

Name: DANIELLS PHILLIPS VAUGHAN & BOCK ACCOUNTANCY — THE DANIELLS, PHILLIPS, VAUGHAN, & BOCK ACCOUNTANCY CORP. 401(K) PROFIT SHARING, Form 5500 (2023)
Creator: DANIELLS PHILLIPS VAUGHAN & BOCK ACCOUNTANCY

Form 5500-SF

FILING_RECEIVED

THE DANIELLS, PHILLIPS, VAUGHAN, & BOCK ACCOUNTANCY CORP. 401(K) PROFIT SHARING

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 DANIELLS PHILLIPS VAUGHAN & BOCK ACCOUNTANCY.

Plan sponsor

Name

DANIELLS PHILLIPS VAUGHAN & BOCK ACCOUNTANCY

EIN

95-2972229

Address

300 NEW STINE RD STE 101 · BAKERSFIELD, CA · 933092609

Phone

(661) 834-7411

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

FOUMBERG, JUNEJA, ROCHER & CO., P.C.

FOUMBERG, JUNEJA, ROCHER & CO., P.C. 401(K) PROFIT SHARING PLAN

$2.8M · 54 participants

THE VANN GROUP, LLC

THE VANN GROUP, LLC 401-K PROFIT SHARING PLAN

$2.8M · 12 participants

WANCOWICZ & ASSOCIATES, P.A.

WANCOWICZ & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

$2.8M · 6 participants

NEAL A. PRICE & COMPANY

NEAL A. PRICE & COMPANY 401(K) PLAN

$2.8M · 9 participants

BEHUNIN & ASSOCIATES PC

BEHUNIN & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST