CARLSON CPA, INC. 401(k) Plan
What public Form 5500 filings show about the CARLSON CPA, INC. 401(k) plan — and how to find and check your own account.
The CARLSON CPA, INC. 401(k) on its latest Form 5500
CARLSON CPA, INC. (EIN 82-3129888) reports CARLSON CPA, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $746K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CARLSON CPA, INC. filing — schedules, fees, and providers.
Who runs the CARLSON CPA, INC. 401(k)?
CARLSON CPA, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CARLSON CPA, INC.HR for the recordkeeper’s name and login.
How to check your CARLSON CPA, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CARLSON CPA, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).