Original filing (PDF)20250712090128NAL0011171584001

CARVER DEWITT & PALM CPAS LLC

Name: CARVER DEWITT & PALM CPAS LLC — CARVER DEWITT & PALM CPAS LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CARVER DEWITT & PALM CPAS LLC

Form 5500-SF

FILING_RECEIVED

CARVER DEWITT & PALM CPAS LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 DEWITT & PALM CPAS LLC.

Plan sponsor

Name

CARVER DEWITT & PALM CPAS LLC

EIN

63-1251521

Address

1820 RICE MINE RD N STE 100 · TUSCALOOSA, AL · 354063282

Phone

(205) 758-1800

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-07-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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