Original filing (PDF)20250924103304NAL0016856946001

JAMES C. REED, CPA, CFP, PC

Name: JAMES C. REED, CPA, CFP, PC — JAMES C. REED PENSION PLAN, Form 5500 (2024)
Creator: JAMES C. REED, CPA, CFP, PC

Form 5500-SF

FILING_RECEIVED

JAMES C. REED PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES C. REED, CPA, CFP, PC.

Plan sponsor

Name

JAMES C. REED, CPA, CFP, PC

EIN

83-0324973

Address

PO BOX 13292 · JACKSON, WY · 83002

Phone

(307) 734-1370

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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