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CAROLYN J. TAWASHA P.C. — CAROLYN J. TAWASHA P.C. SALARY DEFERRAL PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015135843NAL0009599762002
CAROLYN J. TAWASHA P.C.
Form 5500-SF
FILING_RECEIVED
CAROLYN J. TAWASHA P.C. SALARY DEFERRAL PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAROLYN J. TAWASHA P.C.
.
Find decision makers
Plan sponsor
Name
CAROLYN J. TAWASHA P.C.
EIN
81-4864731
Address
829 CLAY STREET · OAKLAND, CA · 94607
Phone
(510) 338-3275
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
CAROLYN J. TAWASHA
EIN
82-2860314
City
OAKLAND, CA
Phone
(510) 338-3275
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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