Carpenter Industries Inc. 401k Plan — Form 5500 plan (Carpenter Industries Inc.)
Plain-English plan 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, Carpenter Industries Inc. 401k Plan is a benefit plan reported by Carpenter Industries Inc. under EIN 02-0736840 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $8,774,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenter Industries Inc.
- EIN
- 02-0736840
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, NC
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $8,774,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241009110500NAL0010548083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,774,432
- Total liabilities (EOY)
- $275
- Net assets (EOY)
- $8,774,157
- Net assets (BOY)
- $7,732,378
Income & contributions
- Employer contributions
- $97,840
- Participant contributions
- $395,825
- Total contributions
- $493,665
- Total income / additions
- $1,150,962
Expenses & distributions
- Benefits paid
- $103,906
- Administrative expenses
- $5,277
- Total expenses
- $109,183
- Net increase / (decrease)
- $1,041,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,392 | $58,520 | 2023 |