DFX Intelligence
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Company
D••••••••• P•••
Chalfont, PA·Business services / Accounting bookkeeping·NAICS 541211
Last verified Sep 12, 2026
2 sources · 17 observations · 0 events
Scored today
Dealability
82
high
Sponsor fit
95
high
Transition readiness
10
low
Urgency
0
low
Data confidence
76
high
Opportunity
31
ranking only
What is it
Business services (Accounting bookkeeping) employer in Chalfont, PA, with 63 benefit plan participants on its latest filing, and a benefit plan in place since 1990. No website description has been captured yet.
Why does it fit
- +37.4S•••••••••Estimate••• Locked
- +20O•••••••••Fact••• Locked
- +10W•••••••••Inference••• Locked
- +15S•••••••••Inference••• Locked
Why now
- +10M•••••••••M•••••••••Inference••• Locked
How large is it
- Probable revenue
- $5.7M to $10.3M Estimate
- Probable EBITDA
- $855,000 to $3.1M Estimate
- Workforce proxy
- 57 (plan participants)
- Method
- employees x sector revenue/employee band x sector EBITDA margin band
- Confidence
- 55%
How certain are we
- +30S•••••••••Fact2 independent source(s)
- +29.6F••••••••Factlatest effective observation 2026-09-12
- +16.5S•••••••••Estimate••• Locked
What changed
No dated events on file.
Profile
- Founded
- benefit plan since Nov 1, 1990 (age floor 35 years)
- Ownership
- not observed
- Plans on file
- 1
What is the evidence
Every observation on the tape for this company. Facts come from a named source; inferences and estimates are DFX's and say so.
| Predicate | Value | Class | Effective | Source | Evidence |
|---|---|---|---|---|---|
| Active participants | 57 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Ebitda band | $2.0M | Estimate | 2026-09-12 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Ebitda band | $2.0M | Estimate | 2026-09-11 | DFX model output (scores, estimates, matches) no URL | ••• Locked |
| Hq location | Chalfont, PA | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Naics code | 541211 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $21.6M | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $17.8M | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $14.8M | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan assets eoy usd | $12.3M | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan count | 1 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan effective date earliest | 1990-11-01 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 63 | Fact | 2025-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 62 | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 59 | Fact | 2023-01-01 | DOL EFAST2 Form 5500 datasets | |
| Plan participants | 57 | Fact | 2022-01-01 | DOL EFAST2 Form 5500 datasets | |
| Subsector | accounting_bookkeeping | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets | |
| Vertical | business_services | Fact | 2024-01-01 | DOL EFAST2 Form 5500 datasets |