Original filing (PDF)20250925122609NAL0010489491001

CARTHAGE SAVINGS AND LOAN, NATIONAL ASSOCIATION

Name: CARTHAGE SAVINGS AND LOAN, NATIONAL ASSOCIATION — THE RETIREMENT PLAN OF CARTHAGE SAVINGS AND LOAN, NATIONAL ASSOCIATION, Form 5500 (2024)
Creator: CARTHAGE SAVINGS AND LOAN, NATIONAL ASSOCIATION

Form 5500-SF

FILING_RECEIVED

THE RETIREMENT PLAN OF CARTHAGE SAVINGS AND LOAN, NATIONAL ASSOCIATION

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$24.9M

Net assets (EOY)

$24.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARTHAGE SAVINGS AND LOAN, NATIONAL ASSOCIATION.

Plan sponsor

Name

CARTHAGE SAVINGS AND LOAN, NATIONAL ASSOCIATION

EIN

15-0263165

Address

313 STATE STREET · CARTHAGE, NY · 13619

Phone

(315) 493-3480

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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