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SARAH N. REAMES, CPA, PLLC — Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250417143015NAL0001066001001
SARAH N. REAMES, CPA, PLLC
Form 5500-SF
FILING_RECEIVED
SARAH N. REAMES, CPA, PLLC
401(k) retirement plan
Signals · 1
Late filing · 5.0 mo
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
80
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SARAH N. REAMES, CPA, PLLC
.
Find decision makers
Plan sponsor
Name
SARAH N. REAMES, CPA, PLLC
EIN
20-1816658
Address
2548 PLANTATIN CENTER DRIVE · MATTHEWS, NC · 28105
Phone
(704) 362-2272
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-04-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 5.0 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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