2023 Form 5500 filing — Carpenter Financial Group, Inc. Employee Stock Ownership 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 20241015141307NAL0014807763001) for Carpenter Financial Group, Inc. Employee Stock Ownership Plan, reported by Carpenter Financial Group, Inc. under EIN 06-1536689 and plan number 005. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015141307NAL0014807763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carpenter Financial Group, Inc.
- EIN
- 06-1536689
- Plan number
- 005
- Location
- Simsbury, CT
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,500
- Net assets (EOY)
- $1,500
- Schedule source
- Schedule I