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

Carson, McBeath & Boswell, Inc.'s plan reported $3.1M in assets and 23 participants for 2024.

Original filing (PDF)20250403082624NAL0010082641001

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. Cash Balance Plan

Defined-benefit pension plan · Carson, McBeath & Boswell, Inc.'s Carson, McBeath & Boswell, Inc. Cash Balance Plan held $3.1M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

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

EIN 95-2785489

Plan number 004

Plan year 2024

ACK ID 20250403082624NAL0010082641001

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 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, MCBEATH & BOSWELL, INC..

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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