Original filing (PDF)20260303164125NAL0001510387001

C. ANTHONY PHILLIPS, AN ACCOUNTANCY CORP.

Name: C. ANTHONY PHILLIPS, AN ACCOUNTANCY CORP. — C. ANTHONY PHILLIPS, AN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: C. ANTHONY PHILLIPS, AN ACCOUNTANCY CORP.

Form 5500-SF

FILING_RECEIVED

C. ANTHONY PHILLIPS, AN ACCOUNTANCY CORP. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. ANTHONY PHILLIPS, AN ACCOUNTANCY CORP..

Plan sponsor

Name

C. ANTHONY PHILLIPS, AN ACCOUNTANCY CORP.