WILLIAM H. CARVER INSURANCE AGENCY, INC. — WILLIAM H. CARVER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
WILLIAM H. CARVER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score
88
/ 100
Grade A
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
59
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM H. CARVER INSURANCE AGENCY, INC..
Plan sponsor
Name
WILLIAM H. CARVER INSURANCE AGENCY, INC.
EIN
52-1958531
Address
7040 CARROLL AVENUE · SUITE 2 · TAKOMA PARK, MD · 20912
Phone
(301) 270-2800
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-01-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
