P 401(k) Plan Report

Stable plan record

PHILLIPS TAX & ACCOUNTING, INC. 401(K) PLAN

Sponsored by PHILLIPS TAX & ACCOUNTING, INC. · EIN/PN 391598525-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$6,872
Administrative cost per participant
2025
$715
Active participants
2025
7
Total plan assets
2025
$1,066,583
Participant loans as a share of assets
2025
4.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260310091954NAL00037340670027$6,872
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.