Plan5500

Carver Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carver Holdings, Inc. (EIN 83-1810508) is a plan sponsor located in Woodbury, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
83-1810508
Location
Woodbury, MN
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Carver Holdings, Inc.

  • 1 loaded plans hold $610.1K in reported assets.
  • The largest, Carver Holdings, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 20 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$400.1KSummed across loaded plans$400,112
Total reported assets$610.1K$610,059
Total reported participants20
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$610.1K total assets
Net assets$400.1KLiabilities$0
Contributions & income
Employer contributions$27.1K
Participant contributions$80.3K
Total income / additions$15.3K
Expenses & distributions
Benefits paid / distributions$4.2K
Total expenses$4.2K
Net increase / (decrease)$11K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Carver Holdings, Inc. 401(K) Plan
Participants per plan20Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Carver Holdings, Inc. 401(K) Plan$610.1K
    Plan #001 · 20 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Carver Holdings, Inc.. Open one for its full reported snapshot.

  1. 2023
    Carver Holdings, Inc. 401(K) Plan20 participants · 2Sch I
    View filing →
  2. 2023
    Carver Holdings, Inc. 401(K) Plan15 participants · 2Sch I
    View filing →
  3. 2023
    Carver Holdings, Inc. 401(K) Plan2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carver Holdings, Inc. report on Form 5500?
Carver Holdings, Inc. (EIN 83-1810508) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carver Holdings, Inc.?
The Employer Identification Number (EIN) reported for Carver Holdings, Inc. is 83-1810508.
What is the latest Form 5500 filing year for Carver Holdings, Inc.?
The latest loaded Form 5500 filing year for Carver Holdings, Inc. is 2023.

Related Form 5500 pages