Original filing (PDF)20240822095453NAL0004972465001

Carson Advisory, Inc.

Name: Carson Advisory, Inc. — Carson Advisory, Inc. Cash, Form 5500 (2023)
Creator: Carson Advisory, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carson Advisory, Inc. Cash Balance Plan

Defined-benefit pension plan · Carson Advisory, Inc.'s Carson Advisory, Inc. Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Carson Advisory, Inc.'s EIN is 58-2478375.

EIN 58-2478375

Plan number 002

Plan year 2023

ACK ID 20240822095453NAL0004972465001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Carson Advisory, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Carson Advisory, Inc.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARSON ADVISORY, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off