James Reed Financial Services Inc. in Ohio lists James M Reed as the associate.
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James M Reed
Registered Agent
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37630 BUNKER HILL DR, SOLON, OH 44139
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James M Reed
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameREED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY13 / 12 Assets BOY/EOY$2,789,032 / $3,325,643 | 2023 | REED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #002 | 13 / 12 | $2,789,032 / $3,325,643 |
| 2022 | Plan NameREED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$3,271,002 / $2,789,032 | 2022 | REED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #002 | 13 / 13 | $3,271,002 / $2,789,032 |
| 2021 | Plan NameREED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY14 / 13 Assets BOY/EOY$2,570,247 / $3,271,002 | 2021 | REED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #002 | 14 / 13 | $2,570,247 / $3,271,002 |
| 2020 | Plan NameREED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$1,997,309 / $2,570,247 | 2020 | REED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #002 | 14 / 14 | $1,997,309 / $2,570,247 |
| 2019 | Plan NameREED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #002 Participants BOY/EOY13 / 14 Assets BOY/EOY$1,578,175 / $1,997,309 | 2019 | REED FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #002 | 13 / 14 | $1,578,175 / $1,997,309 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$149,300 Forgiven$150,714 LenderPNC Bank, National Association Jobs11 | 05/01/2020 | $149,300 | $150,714 | PNC Bank, National Association | 11 |