How big is Carleton Gotlin Law PC's plan?

Carleton Gotlin Law PC's plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20250729132147NAL0003352417001

Carleton Gotlin Law PC

Name: Carleton Gotlin Law PC — Carleton Gotlin Law PC, Form 5500 (2024)
Creator: Carleton Gotlin Law PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carleton Gotlin Law PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carleton Gotlin Law PC's Carleton Gotlin Law PC 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Kajsa Gotlin Swallow signed Carleton Gotlin Law PC's 2024 Form 5500 as plan administrator.

Kajsa Gotlin Swallow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carleton Gotlin Law PC's EIN is 32-0224897.

EIN 32-0224897

Plan number 001

Plan year 2024

ACK ID 20250729132147NAL0003352417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carleton Gotlin Law PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carleton Gotlin Law PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLETON GOTLIN LAW PC.

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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

Helping the score