Carpenter Co. Profit-Sharing Plan — Form 5500 plan (Carpenter Co.)
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 Co. Profit-Sharing Plan is a benefit plan reported by Carpenter Co. under EIN 54-0499731 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,381 participants and $299,252,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenter Co.
- EIN
- 54-0499731
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 2,381
- End-of-year plan assets
- $299,252,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,381 | H, C | 20240916115021NAL0001424049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $299,252,968
- Total liabilities (EOY)
- $7,868
- Net assets (EOY)
- $299,245,100
- Net assets (BOY)
- $263,444,209
Income & contributions
- Employer contributions
- $11,941,278
- Total contributions
- $11,941,278
- Total income / additions
- $63,546,668
Expenses & distributions
- Benefits paid
- $27,600,518
- Administrative expenses
- $145,259
- Total expenses
- $27,745,777
- Net increase / (decrease)
- $35,800,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Institutional Trust Co. | INVESTMENT MANAGER | $0 | $102,488 | 2023 |
| Fis Business Systems, LLC | RECORD KEEPER | $90,859 | $0 | 2023 |
| Bank Of America, N.A. | CUSTODIAN | $53,886 | $11 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER | $32,377 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carpenter Co.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Blackrock Institutional Trust Co. — Schedule C compensation
- Fis Business Systems, LLC — Schedule C compensation
- Bank Of America, N.A. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation