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KIRKBY, PHELAN & ASSOCIATES, CPA, LLC

EIN 36-3966756-accounting-Latest filing 2025
Plans
1
Retirement
1
$4.5M assets
Welfare
0
Participants
20
170 S. BLOOMINGDALE RD. SUITE 100 - BLOOMINGDALE, IL 60108630-339-5600kirkby.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filing
#001401k-$4.5M - 20 part

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Retirement#001

KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN

401k

Assets$4.5M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIRKBY, PHELAN & ASSOCIATES, CPA, LLC 401(K) PLAN401k$4.5M202025
Retirement plans
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