How big is Paul W Carlson, CPA LLC's plan?

Paul W Carlson, CPA LLC's plan reported $1000K in assets and 33 participants for 2025.

Original filing (PDF)20260423220830NAL0002830851003

Paul W Carlson, CPA LLC

Name: Paul W Carlson, CPA LLC — Paul W Carlson, CPA 401(k), Form 5500 (2025)
Creator: Paul W Carlson, CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul W Carlson, CPA 401(k) Plan

401(k) retirement plan · Paul W Carlson, CPA LLC's Paul W Carlson, CPA 401(k) Plan held $1000K in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1000K

Net assets (EOY)

$1000K

People on this filing

Elantha Barry signed Paul W Carlson, CPA LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Paul W Carlson, CPA LLC's EIN is 46-2117787.

EIN 46-2117787

Plan number 001

Plan year 2025

ACK ID 20260423220830NAL0002830851003

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Paul W Carlson, CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Paul W Carlson, CPA LLC'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 PAUL W CARLSON, CPA LLC.

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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