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. Employee Savings & Investment Plan is a benefit plan reported by Carpenter Co. under EIN 54-0499731 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,038 participants and $104,321,433 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,321,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,321,433
- Net assets (BOY)
- $89,040,053
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $10,208,676
- Total contributions
- $10,531,838
- Total income / additions
- $26,818,809
Expenses & distributions
- Benefits paid
- $11,298,329
- Administrative expenses
- $239,100
- Total expenses
- $11,537,429
- Net increase / (decrease)
- $15,281,380