How big is James C. Reed, CPA, CFP, PC's plan?

James C. Reed, CPA, CFP, PC's plan reported $840K in assets and 3 participants for 2023.

Original filing (PDF)20241004083942NAL0023185090001

James C. Reed, CPA, CFP, PC

Name: James C. Reed, CPA, CFP, PC — James C Reed Pension, Form 5500 (2023)
Creator: James C. Reed, CPA, CFP, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James C Reed Pension Plan

Defined-benefit pension plan · James C. Reed, CPA, CFP, PC's James C Reed Pension Plan held $840K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$840K

Net assets (EOY)

$840K

Plan identifiers

James C. Reed, CPA, CFP, PC's EIN is 83-0323973.

EIN 83-0323973

Plan number 001

Plan year 2023

ACK ID 20241004083942NAL0023185090001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for James C. Reed, CPA, CFP, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

James C. Reed, CPA, CFP, PC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score