How big is Carlini CPA PLLC's plan?

Carlini CPA PLLC's plan reported $282K in assets and 13 participants for 2024.

Original filing (PDF)20251013095049NAL0002288610001

Carlini CPA PLLC

Name: Carlini CPA PLLC — Carlini CPA 401(k) Plan, Form 5500 (2024)
Creator: Carlini CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlini CPA 401(k) Plan

401(k) retirement plan · Carlini CPA PLLC's Carlini CPA 401(k) Plan held $282K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

People on this filing

JEFF Carlini signed Carlini CPA PLLC's 2024 Form 5500 as plan administrator.

JEFF Carlini — 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

Carlini CPA PLLC's EIN is 46-2021252.

EIN 46-2021252

Plan number 001

Plan year 2024

ACK ID 20251013095049NAL0002288610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlini CPA PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlini CPA PLLC'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 CARLINI CPA PLLC.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score