How big is ANN T. Carlson, P.A.'s plan?

ANN T. Carlson, P.A.'s plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20250908025322NAL0040253058001

ANN T. Carlson, P.A.

Name: ANN T. Carlson, P.A. — ANN T. Carlson, P. A. Pension, Form 5500 (2024)
Creator: ANN T. Carlson, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ANN T. Carlson, P. A. Pension Plan

Defined-benefit pension plan · ANN T. Carlson, P.A.'s ANN T. Carlson, P. A. Pension Plan held $1.1M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

ANN T. Carlson, P.A.'s EIN is 20-5555565.

EIN 20-5555565

Plan number 001

Plan year 2024

ACK ID 20250908025322NAL0040253058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ANN T. Carlson, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ANN T. Carlson, P.A.'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 ANN T. CARLSON, P.A..

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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