How big is Daniells Phillips Vaughan & BOCK Accountancy's plan?

Daniells Phillips Vaughan & BOCK Accountancy's plan reported $2.8M in assets and 50 participants for 2023.

Original filing (PDF)20240724113114NAL0020203872001

Daniells Phillips Vaughan & BOCK Accountancy

Name: Daniells Phillips Vaughan & BOCK Accountancy — Form 5500 Plan 002 (2023)
Creator: Daniells Phillips Vaughan & BOCK Accountancy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Daniells, Phillips, Vaughan, & BOCK Accountancy Corp. 401(k) Profit Sharing

401(k) retirement plan · Daniells Phillips Vaughan & BOCK Accountancy's The Daniells, Phillips, Vaughan, & BOCK Accountancy Corp. 401(k) Profit Sharing held $2.8M in plan assets for 50 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Kassandra Paredes signed Daniells Phillips Vaughan & BOCK Accountancy's 2023 Form 5500 as plan administrator.

Kassandra Paredes — Plan Administrator — Form 5500 signer
Joel BOCK — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Daniells Phillips Vaughan & BOCK Accountancy's EIN is 95-2972229.

EIN 95-2972229

Plan number 002

Plan year 2023

ACK ID 20240724113114NAL0020203872001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Daniells Phillips Vaughan & BOCK Accountancy from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Daniells Phillips Vaughan & BOCK Accountancy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIELLS PHILLIPS VAUGHAN & BOCK ACCOUNTANCY.

Finding similar companies…

Plan health score

Above-average plan

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