2023 Form 5500 filing — Carpenter Industries Inc. 401k 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 20241009110500NAL0010548083001) for Carpenter Industries Inc. 401k Plan, reported by Carpenter Industries Inc. under EIN 02-0736840 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009110500NAL0010548083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carpenter Industries Inc.
- EIN
- 02-0736840
- Plan number
- 001
- Location
- Concord, NC
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,774,432
- Total liabilities (EOY)
- $275
- Net assets (EOY)
- $8,774,157
- Employer contributions
- $97,840
- Participant contributions
- $395,825
- Total income / additions
- $1,150,962
- Benefits paid
- $103,906
- Administrative expenses
- $5,277
- Total expenses
- $109,183
- Net increase / (decrease)
- $1,041,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,392 | $58,520 |