Civic Intelligence

Plumbers & Pipefitters Lu No 572 Health & Welfare Fund

EIN 62-0786559 • 501(c)9 • Goodlettsville, TN

View Organization Page

Profile

Provision of benefits to plan participants.

PO Box 1449Goodlettsville, TN 37070-1449
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.07x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.11x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$34,378,262

Up $5,384,621 (+19%) from 2024

Liabilities

Up

$2,347,709

Up $1,936,038 (+470%) from 2024

Net Assets

Up

$32,030,553

Up $3,448,583 (+12%) from 2024

Operations
Liabilities / Revenue67th percentileNet Margin77th percentile

Revenue

Up

$20,466,109

Up $2,025,417 (+11%) from 2024

Expenses

Up

$16,283,670

Up $3,408,848 (+26%) from 2024

Net Income

Down

$4,182,439

Down $1,383,431 (-25%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0-$10MAssets 2011: $4,315,905Liabilities 2011: $5,776,767Net Assets 2011: -$1,460,8622011Assets 2012: $4,731,146Liabilities 2012: $8,156,948Net Assets 2012: -$3,425,8022012Assets 2013: $3,556,014Liabilities 2013: $8,085,104Net Assets 2013: -$4,529,0902013Assets 2014: $2,913,577Liabilities 2014: $8,002,324Net Assets 2014: -$5,088,7572014Assets 2015: $3,065,998Liabilities 2015: $7,458,641Net Assets 2015: -$4,392,6432015Assets 2016: $4,775,695Liabilities 2016: $7,709,107Net Assets 2016: -$2,933,4122016Assets 2017: $7,021,858Liabilities 2017: $7,562,724Net Assets 2017: -$540,8662017Assets 2018: $8,711,345Liabilities 2018: $6,661,226Net Assets 2018: $2,050,1192018Assets 2019: $10,059,828Liabilities 2019: $4,419,571Net Assets 2019: $5,640,2572019Assets 2020: $12,907,324Liabilities 2020: $3,834,763Net Assets 2020: $9,072,5612020Assets 2021: $16,949,721Liabilities 2021: $47,242Net Assets 2021: $16,902,4792021Assets 2022: $19,730,789Liabilities 2022: $342,107Net Assets 2022: $19,388,6822022Assets 2023: $22,099,528Liabilities 2023: $446,638Net Assets 2023: $21,652,8902023Assets 2024: $28,993,641Liabilities 2024: $411,671Net Assets 2024: $28,581,9702024Assets 2025: $34,378,262Liabilities 2025: $2,347,709Net Assets 2025: $32,030,5532025

Highlighted filing

2025

Assets$34,378,262
Liabilities$2,347,709
Net Assets$32,030,553
Open 2025 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $8,015,524Expenses 2011: $12,118,042Net Income 2011: -$4,102,5182011Revenue 2012: $9,878,164Expenses 2012: $11,843,104Net Income 2012: -$1,964,9402012Revenue 2013: $10,076,154Expenses 2013: $11,179,442Net Income 2013: -$1,103,2882013Revenue 2014: $10,454,877Expenses 2014: $11,014,534Net Income 2014: -$559,6572014Revenue 2015: $11,427,483Expenses 2015: $10,731,379Net Income 2015: $696,1042015Revenue 2016: $12,514,002Expenses 2016: $11,054,771Net Income 2016: $1,459,2312016Revenue 2017: $12,606,902Expenses 2017: $10,214,356Net Income 2017: $2,392,5462017Revenue 2018: $11,806,211Expenses 2018: $9,215,226Net Income 2018: $2,590,9852018Revenue 2019: $12,080,589Expenses 2019: $8,490,451Net Income 2019: $3,590,1382019Revenue 2020: $13,779,561Expenses 2020: $10,347,257Net Income 2020: $3,432,3042020Revenue 2021: $13,355,917Expenses 2021: $9,308,450Net Income 2021: $4,047,4672021Revenue 2022: $13,559,404Expenses 2022: $11,073,201Net Income 2022: $2,486,2032022Revenue 2023: $15,827,005Expenses 2023: $12,499,316Net Income 2023: $3,327,6892023Revenue 2024: $18,440,692Expenses 2024: $12,874,822Net Income 2024: $5,565,8702024Revenue 2025: $20,466,109Expenses 2025: $16,283,670Net Income 2025: $4,182,4392025

Highlighted filing

2025

Revenue$20,466,109
Expenses$16,283,670
Net Income$4,182,439
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,378,262
Liabilities
$2,347,709
Net assets
$32,030,553
Revenue
$20,466,109
Expenses
$16,283,670
Net income
$4,182,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.4$2.35$32.0$20.5$16.3$4.18
2024Detailed filing. Detailed filing data is available for this year.$29.0$0.41$28.6$18.4$12.9$5.57
2023Detailed filing. Detailed filing data is available for this year.$22.1$0.45$21.7$15.8$12.5$3.33
2022Detailed filing. Detailed filing data is available for this year.$19.7$0.34$19.4$13.6$11.1$2.49
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.05$16.9$13.4$9.31$4.05
2020Detailed filing. Detailed filing data is available for this year.$12.9$3.83$9.07$13.8$10.3$3.43
2019Detailed filing. Detailed filing data is available for this year.$10.1$4.42$5.64$12.1$8.49$3.59
2018Detailed filing. Detailed filing data is available for this year.$8.71$6.66$2.05$11.8$9.22$2.59
2017Detailed filing. Detailed filing data is available for this year.$7.02$7.56$0.54$12.6$10.2$2.39
2016Detailed filing. Detailed filing data is available for this year.$4.78$7.71$2.93$12.5$11.1$1.46
2015Detailed filing. Detailed filing data is available for this year.$3.07$7.46$4.39$11.4$10.7$0.70
2014Summary only. Only limited summary data is available for this year.$2.91$8.00$5.09$10.5$11.0$0.56
2013Summary only. Only limited summary data is available for this year.$3.56$8.09$4.53$10.1$11.2$1.10
2012Summary only. Only limited summary data is available for this year.$4.73$8.16$3.43$9.88$11.8$1.96
2011Summary only. Only limited summary data is available for this year.$4.32$5.78$1.46$8.02$12.1$4.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 27, 2026
Return Version
2024v5.2
Gross Receipts
$20,466,109
Mission and Program Overview

Mission

To provide health and welfare benefits to elegible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,271,442$29,762,281▲ $4,490,839
Accounts Receivable$2,176,815$3,172,758▲ $995,943
Cash and Non-Interest-Bearing Accounts$91,716$1,096,455▲ $1,004,739
Savings and Temporary Cash Investments$1,350,661$233,336▼ $1,117,325
Prepaid Expenses and Deferred Charges$103,007$113,432▲ $10,425
Total Assets$28,993,641$34,378,262▲ $5,384,621
Liabilities
Other Liabilities$1,476,000$1,653,000▲ $177,000
Accounts Payable and Accrued Expenses$411,671$694,709▲ $283,038
Total Liabilities$1,887,671$2,347,709▲ $460,038
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,105,970$32,030,553▲ $4,924,583
Total Net Assets Fund Balance$27,105,970$32,030,553▲ $4,924,583
Total Liabilities and Net Assets / Fund Balance$28,993,641$34,378,262▲ $5,384,621
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Scott CarterTrustee/ Chairman
Darrell T StewartTrustee
Trent MitchellTrustee
William Johnson JrTrustee
Eric H CoonsTrustee/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Southern Benefit Administrators InAdministratorPO BOX 1449, Goodlettsville, TN 37070$344,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,529,001
Investment Income
$937,108
Other Revenue
$0
Change in Net Assets
$4,182,439

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,440,047
Revenue Not Reported on Financial Statements
$26,062
Revenue Not Reported on Form 990
$742,144
Total Revenue per Audited Statements
$21,182,191
Total Revenue per Form 990
$20,466,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$471,574
Salaries, Compensation, and Employee Benefits$9,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$15,802,635--$15,802,635
Fees for Services Management$344,000--$344,000
Fees for Service Investment Mgmnt Fees$26,062--$26,062
Fees for Services Accounting$22,609--$22,609
Fees for Services Other$20,600--$20,600
Office Expenses$15,794--$15,794
Fees for Services Legal$14,714--$14,714
Insurance$10,988--$10,988
Other Expenses$10,732--$10,732
Payroll Taxes$9,461--$9,461
Travel$3,751--$3,751
All Other Expenses$2,324--$2,324
Total Functional Expenses$16,283,670$0$0$16,283,670

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,283,670
Expenses per Audited Statements$16,257,608
Total Expenses per Audited Statements$16,080,608
Expenses Not Reported on Financial Statements$26,062
Expenses Not Reported on Form 990$-177,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$1,653,000
Claims incurred but not reported-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return is prepared by the funds independent certified public accountant which also perform an audit on the Funds books and records. The return is then provided to the Trustees for review and signature.”

Form 990, Part VI, Section B, Line 12C

“The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 460 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assisstance of the Funds professionals.”

Form 990, Part V, Section C, Line 19

“As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds administrator and requesting a copy.”

Filing and Contact Details

Filer

Filer Name
Plumbers & Pipefitters Lu No 572 Health & Welfare Fund
EIN
62-0786559
In Care Of
% KURT V SMITH
Phone
6158590131
Address
PO Box 1449, Goodlettsville, TN 37070-1449

Signing Officer

Name
Kurt V Smith
Title
Trustee
Phone
6158590131
Signed
2026-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt V Smith
Formed
1966
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
22

Preparer

Firm
LaPadula Carlson Co
Address
550 Biltmore Way Suite 1200, Coral Gables, FL 33134
Preparer
Sharon Carlson
Phone
3055299300
Supplemental Narrative

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of March 31, 2025, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements.”

XII 2D

“Change in claims incurred but not received.”

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0113432
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11203187
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt04182439
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt026062
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01653000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Claims incurred but not reported
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt0742144
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt026062
IRS990ScheduleD/RevenueSubtotalAmt020440047
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of March 31, 2025, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in claims incurred but not received.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1XII 2d
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IRS990ScheduleD/TotalLiabilityAmt01653000
IRS990ScheduleD/TotalRevenuePerForm990Amt020466109
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021182191
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt016080608
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIC H COONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE/SECRETARY
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The return is prepared by the funds independent certified public accountant which also perform an audit on the Funds books and records. The return is then provided to the Trustees for review and signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 460 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assisstance of the Funds professionals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds administrator and requesting a copy.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part V, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Plumbers and Pipefitters Local Union No 572 Pension Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Plumbers Pipefitters & HVAC Technicians LU No 572 Annuity Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Plumbers and Pipefitters Local Union No 572
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provides benefits to eligible participants
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Provides benefits to eligible participants
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2To support membership
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 1449
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO Box 1449
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2225 Ben Allen Rd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Goodlettsville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Goodlettsville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Goodlettsville
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt028993641
IRS990/TotalAssetsEOYAmt034378262
IRS990/TotalAssetsGrp/BOYAmt028993641
IRS990/TotalAssetsGrp/EOYAmt034378262
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016283670
IRS990/TotalFunctionalExpensesGrp/TotalAmt016283670
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01887671
IRS990/TotalLiabilitiesEOYAmt02347709
IRS990/TotalLiabilitiesGrp/BOYAmt01887671
IRS990/TotalLiabilitiesGrp/EOYAmt02347709
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027105970
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032030553
IRS990/TotalProgramServiceExpensesAmt016283670
IRS990/TotalProgramServiceRevenueAmt019529001
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt020466109
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028993641
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034378262
IRS990/TravelGrp/ProgramServicesAmt03751
IRS990/TravelGrp/TotalAmt03751
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1449
IRS990/USAddress/CityNm0Goodlettsville
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd0370701449
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT V SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS & PIPEFITTERS LU NO 572 HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0620786559
ReturnHeader/Filer/InCareOfNm0% KURT V SMITH
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1449
ReturnHeader/Filer/USAddress/CityNm0Goodlettsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370701449
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650292391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaPadula Carlson Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Biltmore Way Suite 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coral Gables
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03055299300
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon Carlson
ReturnHeader/ReturnTs02026-01-27T12:12:17-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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