How big is Kevin E Carlson MD PA's plan?

Kevin E Carlson MD PA's plan reported $1.4M in assets and 4 participants for 2025.

Original filing (PDF)20260430084826NAL0019062912001

Kevin E Carlson MD PA

Name: Kevin E Carlson MD PA — Kevin E Carlson MD PA 401(k), Form 5500 (2025)
Creator: Kevin E Carlson MD PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin E Carlson MD PA 401(k) Plan

401(k) retirement plan · Kevin E Carlson MD PA's Kevin E Carlson MD PA 401(k) Plan held $1.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Kevin E Carlson MD PA's EIN is 27-2117532.

EIN 27-2117532

Plan number 001

Plan year 2025

ACK ID 20260430084826NAL0019062912001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kevin E Carlson MD PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kevin E Carlson MD PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN E CARLSON MD PA.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off