Sponsor portfolio
MARY ANN PHILLIPS CPA PA
EIN 20-3663355accountingLatest filing 2025
Plans
1
Retirement
1
$168K assets
Welfare
0
Participants
4
1931 COMMERCE LN STE 6 - JUPITER, FL 334585857561-747-5431cpa1931.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARY ANN PHILLIPS CPA 401(K) PLAN | 401k | $168K | 4 | 2025 |
Retirement plans