Original filing (PDF)20241105151506NAL0005360387001

Brian M. Caubarreaux & Associates, APLC

Name: Brian M. Caubarreaux & Associates, APLC — Form 5500 Plan 003 (2023)
Creator: Brian M. Caubarreaux & Associates, APLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian M. Caubarreaux & Associates, APLC Pension Plan

Defined-benefit pension plan · Brian M. Caubarreaux & Associates, APLC's Brian M. Caubarreaux & Associates, APLC Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Brian M. Caubarreaux & Associates, APLC's EIN is 36-4496523.

EIN 36-4496523

Plan number 003

Plan year 2023

ACK ID 20241105151506NAL0005360387001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Brian M. Caubarreaux & Associates, APLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Brian M. Caubarreaux & Associates, APLC'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 BRIAN M. CAUBARREAUX & ASSOCIATES, APLC.

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