Daniel L. Phillips CPA Inc.
Plan context: Phillips, Bowman & Company Cpas Retirement Plan
EIN 20-5224048 • Elkhart, IN • 17 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$43,562
2025 Contributions
$34,290
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 0 | $0 | - | - |
| 2024 | 1 | 3 | $43,562 | $34,290 | $11,430iApproximate average salary by contribution assumption: employee only about $285,750 at 4% or $190,500 at 6%; with 50% employer match about $190,500 at 4% or $127,000 at 6%; with 100% employer match about $142,875 at 4% or $95,250 at 6%. |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 3 | $43,562 | $34,290 | $11,430iApproximate average salary by contribution assumption: employee only about $285,750 at 4% or $190,500 at 6%; with 50% employer match about $190,500 at 4% or $127,000 at 6%; with 100% employer match about $142,875 at 4% or $95,250 at 6%. |
| 2023 | 1 | 3 | $8,526 | $7,827 | $2,609iApproximate average salary by contribution assumption: employee only about $65,225 at 4% or $43,483 at 6%; with 50% employer match about $43,483 at 4% or $28,989 at 6%; with 100% employer match about $32,613 at 4% or $21,742 at 6%. |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 3 | $8,526 | $7,827 | $2,609iApproximate average salary by contribution assumption: employee only about $65,225 at 4% or $43,483 at 6%; with 50% employer match about $43,483 at 4% or $28,989 at 6%; with 100% employer match about $32,613 at 4% or $21,742 at 6%. |
| 2022 | 1 | 8 | $23,672 | $0 | - |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 8 | $23,672 | - | - |
| 2021 | 1 | 9 | $27,802 | $0 | - |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 9 | $27,802 | - | - |
| 2020 | 1 | 9 | $26,745 | $0 | - |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 9 | $26,745 | - | - |
| 2019 | 1 | 8 | $26,288 | $0 | - |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 8 | $26,288 | - | - |
| 2018 | 1 | 9 | $24,856 | $0 | - |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 9 | $24,856 | - | - |
| 2017 | 1 | 9 | $25,793 | $7,694 | $855iApproximate average salary by contribution assumption: employee only about $21,372 at 4% or $14,248 at 6%; with 50% employer match about $14,248 at 4% or $9,499 at 6%; with 100% employer match about $10,686 at 4% or $7,124 at 6%. |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 9 | $25,793 | $7,694 | $855iApproximate average salary by contribution assumption: employee only about $21,372 at 4% or $14,248 at 6%; with 50% employer match about $14,248 at 4% or $9,499 at 6%; with 100% employer match about $10,686 at 4% or $7,124 at 6%. |
| 2016 | 1 | 8 | $17,022 | $10,128 | $1,266iApproximate average salary by contribution assumption: employee only about $31,650 at 4% or $21,100 at 6%; with 50% employer match about $21,100 at 4% or $14,067 at 6%; with 100% employer match about $15,825 at 4% or $10,550 at 6%. |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 8 | $17,022 | $10,128 | $1,266iApproximate average salary by contribution assumption: employee only about $31,650 at 4% or $21,100 at 6%; with 50% employer match about $21,100 at 4% or $14,067 at 6%; with 100% employer match about $15,825 at 4% or $10,550 at 6%. |
| 2015 | 1 | 8 | $6,743 | $6,743 | $843iApproximate average salary by contribution assumption: employee only about $21,072 at 4% or $14,048 at 6%; with 50% employer match about $14,048 at 4% or $9,365 at 6%; with 100% employer match about $10,536 at 4% or $7,024 at 6%. |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 8 | $6,743 | $6,743 | $843iApproximate average salary by contribution assumption: employee only about $21,072 at 4% or $14,048 at 6%; with 50% employer match about $14,048 at 4% or $9,365 at 6%; with 100% employer match about $10,536 at 4% or $7,024 at 6%. |
| 2012 | 1 | 0 | $0 | $0 | - |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 0 | - | - | - |
| 2011 | 1 | 4 | $22,402 | $5,132 | $1,283iApproximate average salary by contribution assumption: employee only about $32,075 at 4% or $21,383 at 6%; with 50% employer match about $21,383 at 4% or $14,256 at 6%; with 100% employer match about $16,038 at 4% or $10,692 at 6%. |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 4 | $22,402 | $5,132 | $1,283iApproximate average salary by contribution assumption: employee only about $32,075 at 4% or $21,383 at 6%; with 50% employer match about $21,383 at 4% or $14,256 at 6%; with 100% employer match about $16,038 at 4% or $10,692 at 6%. |
| 2010 | 1 | 5 | $22,341 | $18,945 | $3,789iApproximate average salary by contribution assumption: employee only about $94,725 at 4% or $63,150 at 6%; with 50% employer match about $63,150 at 4% or $42,100 at 6%; with 100% employer match about $47,363 at 4% or $31,575 at 6%. |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 5 | $22,341 | $18,945 | $3,789iApproximate average salary by contribution assumption: employee only about $94,725 at 4% or $63,150 at 6%; with 50% employer match about $63,150 at 4% or $42,100 at 6%; with 100% employer match about $47,363 at 4% or $31,575 at 6%. |
| 2009 | 1 | 4 | $8,233 | $3,258 | $815iApproximate average salary by contribution assumption: employee only about $20,363 at 4% or $13,575 at 6%; with 50% employer match about $13,575 at 4% or $9,050 at 6%; with 100% employer match about $10,181 at 4% or $6,788 at 6%. |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 4 | $8,233 | $3,258 | $815iApproximate average salary by contribution assumption: employee only about $20,363 at 4% or $13,575 at 6%; with 50% employer match about $13,575 at 4% or $9,050 at 6%; with 100% employer match about $10,181 at 4% or $6,788 at 6%. |
| 2008 | 1 | 3 | $4,563 | $4,611 | $1,537iApproximate average salary by contribution assumption: employee only about $38,425 at 4% or $25,617 at 6%; with 50% employer match about $25,617 at 4% or $17,078 at 6%; with 100% employer match about $19,213 at 4% or $12,808 at 6%. |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 3 | $4,563 | $4,611 | $1,537iApproximate average salary by contribution assumption: employee only about $38,425 at 4% or $25,617 at 6%; with 50% employer match about $25,617 at 4% or $17,078 at 6%; with 100% employer match about $19,213 at 4% or $12,808 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Phillips, Bowman & Company Cpas Retirement Plan | - | 3 | - | - | - |