Original filing (PDF)20250411150056NAL0012710835001

CARTER & VERPLANCK, INC.

Name: CARTER & VERPLANCK, INC. — CARTER & VERPLANCK, INC. EMPLOYEE SAVINGS PLAN, Form 5500 (2022)
Creator: CARTER & VERPLANCK, INC.

Form 5500-SF

FILING_RECEIVED

CARTER & VERPLANCK, INC. EMPLOYEE SAVINGS PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 16.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 16.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CARTER & VERPLANCK, INC.

EIN

59-0913697

Address

4910 W CYPRESS ST · TAMPA, FL · 336073802

Phone

(813) 287-0709

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2025-04-11

Pension benefit codes

2S · Automatic enrollment

Welfare benefit codes

4A · Health (other than dental or vision)

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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