Sponsor portfolio
WILLIAM H. CARVER INSURANCY AGENCY, INC.
EIN 52-1958531Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
Participants
12
7040 CARROLL AVE, SUITE 2 - TAKOMA PARK, MD 209124465301-270-2800
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WILLIAM H. CARVER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
ProfitSharing
Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
WILLIAM H. CARVER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WILLIAM H. CARVER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN | ProfitSharing | $1.7M | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | WILLIAM H. CARVER INSURANCE AGENCY, INC. AGE-WEIGHTED PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans