Original filing (PDF)20251015065916NAL0001955587001

THE CARLSON LAW FIRM, P.A.

Name: THE CARLSON LAW FIRM, P.A. — THE CARLSON LAW FIRM, P.A. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE CARLSON LAW FIRM, P.A.

Form 5500-SF

FILING_RECEIVED

THE CARLSON LAW FIRM, P.A. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$847K

Net assets (EOY)

$847K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CARLSON LAW FIRM, P.A..

Plan sponsor

Name

THE CARLSON LAW FIRM, P.A.

EIN

85-3326098all filings

Address

100 BISCAYNE BLVD. SUITE 605 · MIAMI, FL · 33132

Phone

(305) 377-2323

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KELLEY & CANTERBURY, LLC

KELLEY & CANTERBURY 401(K) PLAN

$847K · 4 participants

DEWALT, CHAWLA & SAKSENA, LLC

DEWALT, CHAWLA & SAKSENA, LLC 401(K) PLAN

$847K · 5 participants

GORDON & SILBER, P.C.

GORDON & SILBER, P. C. 401(K) PROFIT SHARING PLAN FOR SHAREHOLDERS & STAFF

$847K

KATHLEEN T BRECKENRIDGE LTD

KATHLEEN T BRECKENRIDGE LTD DEFINED BENEFIT PENSION PLAN

$847K · 3 participants

GATHERWRIGHT FREEMAN & ASSOCIATES, P.S.C.

GATHERWRIGHT FREEMAN & ASSOCIATES, P.S.C. PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.