Phillips Feldman Group, P.A.

Florida
Registered In
09/25/1987
Incorp. Date

Company Summary

Phillips Feldman Group, P.A. at 801 Laurel Oak Dr STE 303, Naples, FL 34108 lists Feldman Stephanie Jcpa and Phillips Nathan Acpa of Naples, FL.

Overview

Registered In
Florida
Incorporation Date
Company Type
Domestic Profit
Status
Active
Registration Type
Domestic
EIN
59-2840381
Email
******@pfgcpa.com
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People

Phillips Nathan Acpa Registered Agent
801 LAUREL OAK DR, NAPLES, FL 34108
Feldman Stephanie Jcpa Dire
801 LAUREL OAK DR, NAPLES, FL 34108
Phillips Nathan Acpa Director/President
801 LAUREL OAK DR, NAPLES, FL 34108 (View Past Addresses)
Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history

Map & Locations

801 LAUREL OAK DR STE 303, NAPLES, FL 34108 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Phillips Harvey Group
Naples, FL

Financials

Financial Information for Phillips Feldman Group, P.A.

Form 5500

PHILLIPS HARVEY GROUP, P.A.

801 Laurel Oak Dr., Suite 303, Naples, FL 34108 (239) 566-1600 EIN:59-2840381 Plan Admin:Nathan Phillips
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NamePHILLIPS HARVEY GROUP, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$1,959,406 / $1,810,298 2022 PHILLIPS HARVEY GROUP, P.A. 401(K) PROFIT SHARING PLAN - Plan #001 16 / 17 $1,959,406 / $1,810,298
2022 Plan NamePHILLIPS HARVEY GROUP, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$235,313 / $435,882 2022 PHILLIPS HARVEY GROUP, P.A. CASH BALANCE PLAN - Plan #002 11 / 11 $235,313 / $435,882
2021 Plan NamePHILLIPS HARVEY GROUP, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$1,488,360 / $1,959,406 2021 PHILLIPS HARVEY GROUP, P.A. 401(K) PROFIT SHARING PLAN - Plan #001 14 / 15 $1,488,360 / $1,959,406
2021 Plan NamePHILLIPS HARVEY GROUP, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$116,015 / $235,313 2021 PHILLIPS HARVEY GROUP, P.A. CASH BALANCE PLAN - Plan #002 10 / 9 $116,015 / $235,313
2020 Plan NamePHILLIPS HARVEY GROUP, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,274,820 / $1,488,360 2020 PHILLIPS HARVEY GROUP, P.A. 401(K) PROFIT SHARING PLAN - Plan #001 13 / 13 $2,274,820 / $1,488,360
2020 Plan NamePHILLIPS HARVEY GROUP, P.A. CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 8 Assets BOY/EOY$0 / $116,015 2020 PHILLIPS HARVEY GROUP, P.A. CASH BALANCE PLAN - Plan #002 10 / 8 $0 / $116,015
2019 Plan NamePHILLIPS HARVEY GROUP, P.A. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$1,732,811 / $2,274,820 2019 PHILLIPS HARVEY GROUP, P.A. 401(K) PROFIT SHARING PLAN - Plan #001 13 / 12 $1,732,811 / $2,274,820
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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