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401k Sponsoring company profile

JAMES C. REED, CPA, CFP, PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES C. REED, CPA, CFP, PC
Employer identification number (EIN):830323973
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

The following addresses have been detected on the 401k submissions:

USA Location Address
4050 N LAKE CREEK DRIVE
WILSON
WY
83014
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Location Address
P.O. BOX 13292
JACKSONVILLE
WY
83002
Date first seen: 2007-01-01
Date last seen: 2024-10-04

JAMES C. REED, CPA, CFP, PC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001JAMES C REED PENSION PLAN2021-01-01 2018-01-01
002JAMES C. REED 401(K) PLAN2021-01-01 2011-11-15

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-09-12Employer Contributions $ 173,000
2023-09-12Employee Contributions $ 173,000
2022-09-12Employer Contributions $ 45,000
2022-09-12Employee Contributions $ 45,000
2022-09-01Employer Contributions $ 80,000
2022-09-01Employee Contributions $ 80,000
2022-08-19Employer Contributions $ 140,000
2022-08-19Employee Contributions $ 140,000
2022-08-18Employer Contributions $ 125,000
2022-08-18Employee Contributions $ 125,000

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