How big is Caleb J. REES CPA PC DBA REES CPA's plan?

Caleb J. REES CPA PC DBA REES CPA's plan reported $281K in assets and 8 participants for 2024.

Original filing (PDF)20250617160711NAL0004148466001

Caleb J. REES CPA PC DBA REES CPA

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

Form 5500-SF

FILING_RECEIVED

REES CPA 401(k) Plan

401(k) retirement plan · Caleb J. REES CPA PC DBA REES CPA's REES CPA 401(k) Plan held $281K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

Plan identifiers

Caleb J. REES CPA PC DBA REES CPA's EIN is 46-5571218.

EIN 46-5571218

Plan number 001

Plan year 2024

ACK ID 20250617160711NAL0004148466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caleb J. REES CPA PC DBA REES CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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