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| Plan Name | PHILLIPS AND PHILLIPS CPAS SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | PHILLIPS AND PHILLIPS CPAS |
| Employer identification number (EIN): | 341574249 |
| NAIC Classification: | 541219 |
| NAIC Description: | Other Accounting Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-05-01 | MATT APPENZELLER | 2024-11-29 | ||
| 501 | 2022-05-01 | MATT APPENZELLER | 2023-11-28 | ||
| 501 | 2021-05-01 | MATT APPENZELLER | 2022-11-29 | ||
| 501 | 2020-05-01 | MATT APPENZELLER | 2021-11-23 | ||
| 501 | 2020-01-01 | MATT APPENZELLER | 2020-11-06 |
| Measure | Date | Value |
|---|---|---|
| 2024 : PHILLIPS AND PHILLIPS CPAS SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 7782 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 8213 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 70021 |
| Net assets as of the end of the plan year | 2024-11-29 | 11405 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 10933 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 34985 |
| Other expenses paid from plan in this plan year | 2024-11-29 | 0 |
| Other contributions to plan in this plan year | 2024-11-29 | 0 |
| Other income to plan in this plan year | 2024-11-29 | 955 |
| Plan net income in this plan year | 2024-11-29 | 903 |
| Net assets as of the end of the plan year | 2024-11-29 | 3623 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 2720 |
| Employer contributions to plan in this plan year | 2024-11-29 | 34984 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 4558 |
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