Original filing (PDF)20240628140110NAL0000468035001

CARVER STATE BANK

Name: CARVER STATE BANK — CARVER STATE BANK 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: CARVER STATE BANK

Form 5500-SF

FILING_RECEIVED

CARVER STATE BANK 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 CARVER STATE BANK.

Plan sponsor

Name

CARVER STATE BANK

EIN

58-0258245

Address

P.O. BOX 2769 · SAVANNAH, GA · 31402

Phone

(912) 447-4244

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-28

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

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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