Original filing (PDF)20250529075752NAL0007630737001

CATRICE JAMES CPA PC

Name: CATRICE JAMES CPA PC — CATRICE JAMES CPA PC 401(K) PLAN, Form 5500 (2024)
Creator: CATRICE JAMES CPA PC

Form 5500-SF

FILING_RECEIVED

CATRICE JAMES CPA PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATRICE JAMES CPA PC.

Plan sponsor

Name

CATRICE JAMES CPA PC

EIN

40-0016372

Address

323 29TH AVENUE NORTH · NASHVILLE, TN · 37203

Phone

(615) 649-8027

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

AZ SOUTHWEST CPA SERVICES, PLLC

AZ SOUTHWEST CPA SERVICES 401(K) & PROFIT SHARING PLAN

$36K · 2 participants

ACCOUNTING ON IT LLC

ACCOUNTING ON IT 401(K) PLAN

$36K · 3 participants

NETADVIZOR, LLC

NETADVIZOR 401(K) PLAN

$36K · 4 participants

BERCU COMPANY INC.

BERCU COMPANY INC. 401(K) P/S PLAN

$36K · 10 participants

SEAN CORE CPA PLLC

SEAN CORE CPA PLLC 401(K) PLAN

$36K · 3 participants