How big is Catrice James CPA PC's plan?

Catrice James CPA PC's plan reported $36K in assets and 4 participants for 2024.

Original filing (PDF)20250529075752NAL0007630737001

Catrice James CPA PC

Name: Catrice James CPA PC — Catrice James CPA PC 401(k), Form 5500 (2024)
Creator: Catrice James CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catrice James CPA PC 401(k) Plan

401(k) retirement plan · Catrice James CPA PC's Catrice James CPA PC 401(k) Plan held $36K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

Catrice James signed Catrice James CPA PC's 2024 Form 5500 as plan administrator.

Catrice James — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Catrice James CPA PC's EIN is 40-0016372.

EIN 40-0016372

Plan number 001

Plan year 2024

ACK ID 20250529075752NAL0007630737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Catrice James CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Catrice James CPA PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATRICE JAMES CPA PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score