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

James C. Reed, CPA, CFP, PC's plan reported $648K in assets and 3 participants for 2023.

Original filing (PDF)20241004105739NAL0006623971001

James C. Reed, CPA, CFP, PC

Name: James C. Reed, CPA, CFP, PC — James C. Reed 401(k), 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 401(k) Plan

401(k) retirement plan · James C. Reed, CPA, CFP, PC's James C. Reed 401(k) Plan held $648K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

Plan identifiers

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

EIN 83-0323973

Plan number 002

Plan year 2023

ACK ID 20241004105739NAL0006623971001

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 profit-sharing, a 401(k) feature, a self-directed brokerage window.

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.

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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