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  1. Companies/
  2. Phillips Tax & Accounting, Inc.

Filings through Oct 24, 2026.

Phillips Tax & Accounting, Inc.

EIN 39-1598525-accounting-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Health & Benefits
0
Participants
7
1508 OREGON STREET - OSHKOSH, WI 54902920-231-1227phillips-tax.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401(k)-$1.1M - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

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

401(k)

Assets$1.1M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PHILLIPS TAX & ACCOUNTING, INC. 401(K) PLAN401(k)$1.1M72025
  • PHILLIPS TAX & ACCOUNTING, INC. 401(K) PLAN$1.1M
    #001 · 401(k) · 20257
Retirement plans
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