The Carpenter Group Profit Sharing Plan — Form 5500 plan (The Carpenter Group)
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, The Carpenter Group Profit Sharing Plan is a benefit plan reported by The Carpenter Group under EIN 94-1167896 and plan number 007. The latest loaded filing year is 2023. The filing reports 123 participants and $11,153,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Carpenter Group
- EIN
- 94-1167896
- Plan number
- 007
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $11,153,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20240730141246NAL0020181377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,153,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,153,115
- Net assets (BOY)
- $9,679,709
Income & contributions
- Employer contributions
- $120,000
- Participant contributions
- $0
- Total contributions
- $120,000
- Total income / additions
- $2,079,587
Expenses & distributions
- Benefits paid
- $500,999
- Administrative expenses
- $105,182
- Total expenses
- $606,181
- Net increase / (decrease)
- $1,473,406
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fairview Capital | INVESTMENT MANAGER | $49,534 | $0 | 2023 |
| City National Bank | INSTITUTIONAL TRUSTEE | $23,575 | $0 | 2023 |
| Redwitz, Inc. | PROFESSIONAL SERVICE | $15,000 | $0 | 2023 |
| Pensionalysis, Inc. | THIRD PARTY A DMINISTRATI | $14,350 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Carpenter Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Fairview Capital — Schedule C compensation
- City National Bank — Schedule C compensation
- Redwitz, Inc. — Schedule C compensation
- Pensionalysis, Inc. — Schedule C compensation