Original filing (PDF)20250708122022NAL0006364800001

Brabo & Carlsen, LLP

Name: Brabo & Carlsen, LLP — Brabo & Carlsen, LLP 401(k), Form 5500 (2024)
Creator: Brabo & Carlsen, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brabo & Carlsen, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Brabo & Carlsen, LLP's Brabo & Carlsen, LLP 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Brabo & Carlsen, LLP's EIN is 33-0306529.

EIN 33-0306529

Plan number 001

Plan year 2024

ACK ID 20250708122022NAL0006364800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brabo & Carlsen, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brabo & Carlsen, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRABO & CARLSEN, LLP.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BRABO & CARLSEN, LLP

EIN

all filings

Address

1111 E. TAHQUITZ CANYON WAY, · SUITE 203 · PALM SPRINGS, CA · 92262

Phone

(760) 320-0848

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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