2023 Form 5500 filing — Carpenter, Petersen & Associates, Cpa'S An Accountancy Corporation 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702151200NAL0005209889001) for Carpenter, Petersen & Associates, Cpa'S An Accountancy Corporation 401(K) Savings Plan, reported by Carpenter, Petersen & Associates, under EIN 33-0684234 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240702151200NAL0005209889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carpenter, Petersen & Associates,
- EIN
- 33-0684234
- Plan number
- 001
- Location
- Foothill Ranch, CA
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,068,986
- Total liabilities (EOY)
- $23,395
- Net assets (EOY)
- $5,045,591
- Employer contributions
- $169,044
- Participant contributions
- $105,493
- Total income / additions
- $726,374
- Benefits paid
- $51,633
- Total expenses
- $82,387
- Net increase / (decrease)
- $643,987
- Schedule source
- Schedule I