How big is Carson McBeath & Boswell Inc.'s plan?

Carson McBeath & Boswell Inc.'s plan reported $1.4M in assets and 54 participants for 2024.

Original filing (PDF)20250818131622NAL0002149264001

Carson McBeath & Boswell Inc.

Name: Carson McBeath & Boswell Inc. — Carson McBeath &, Form 5500 (2024)
Creator: Carson McBeath & Boswell Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carson McBeath & Boswell Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Carson McBeath & Boswell Inc.'s Carson McBeath & Boswell Inc. 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Alison Ratliff signed Carson McBeath & Boswell Inc.'s 2024 Form 5500 as plan administrator.

Alison Ratliff — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carson McBeath & Boswell Inc.'s EIN is 95-2785489.

EIN 95-2785489

Plan number 003

Plan year 2024

ACK ID 20250818131622NAL0002149264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carson McBeath & Boswell Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carson McBeath & Boswell Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score