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

James C. Reed, CPA, CFP, PC's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20250924103304NAL0016856946001

James C. Reed, CPA, CFP, PC

Name: James C. Reed, CPA, CFP, PC — James C. Reed Pension, Form 5500 (2024)
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 $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

James Reed signed James C. Reed, CPA, CFP, PC's 2024 Form 5500 as plan administrator.

James Reed — 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

James C. Reed, CPA, CFP, PC's EIN is 83-0324973.

EIN 83-0324973

Plan number 001

Plan year 2024

ACK ID 20250924103304NAL0016856946001

Official Form 5500 document

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

Download the official 2024 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.

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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 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