Civic Intelligence

Carpenter and Paterson, Inc.

Plan context: Carpenter & Paterson Inc. Ua Local 274 Retirement Plan

EIN 04-1154270 • Woburn, MA • 35 filings • 5 plans

225 Merrimac StreetWoburn, MA 01801
Current Snapshot

Latest Year

2016

2016 Participants

12

2016 Assets

$336,271

2016 Contributions

$3,372

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,802,999$3,401,500$0199920072015YearValue
$336,271Latest year 2015

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

179900199920072015YearValue
12Latest year 2015

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201610$0$3,372-
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-0$0$3,372-
2015112$336,271$25,814$2,151iApproximate average salary by contribution assumption: employee only about $53,779 at 4% or $35,853 at 6%; with 50% employer match about $35,853 at 4% or $23,902 at 6%; with 100% employer match about $26,890 at 4% or $17,926 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-12$336,271$25,814$2,151iApproximate average salary by contribution assumption: employee only about $53,779 at 4% or $35,853 at 6%; with 50% employer match about $35,853 at 4% or $23,902 at 6%; with 100% employer match about $26,890 at 4% or $17,926 at 6%.
2014111$326,061$23,644$2,149iApproximate average salary by contribution assumption: employee only about $53,736 at 4% or $35,824 at 6%; with 50% employer match about $35,824 at 4% or $23,883 at 6%; with 100% employer match about $26,868 at 4% or $17,912 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-11$326,061$23,644$2,149iApproximate average salary by contribution assumption: employee only about $53,736 at 4% or $35,824 at 6%; with 50% employer match about $35,824 at 4% or $23,883 at 6%; with 100% employer match about $26,868 at 4% or $17,912 at 6%.
2013112$297,129$16,139$1,345iApproximate average salary by contribution assumption: employee only about $33,623 at 4% or $22,415 at 6%; with 50% employer match about $22,415 at 4% or $14,944 at 6%; with 100% employer match about $16,811 at 4% or $11,208 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-12$297,129$16,139$1,345iApproximate average salary by contribution assumption: employee only about $33,623 at 4% or $22,415 at 6%; with 50% employer match about $22,415 at 4% or $14,944 at 6%; with 100% employer match about $16,811 at 4% or $11,208 at 6%.
2012214$281,285$19,121$1,366iApproximate average salary by contribution assumption: employee only about $34,145 at 4% or $22,763 at 6%; with 50% employer match about $22,763 at 4% or $15,175 at 6%; with 100% employer match about $17,072 at 4% or $11,382 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-14$281,285$19,121$1,366iApproximate average salary by contribution assumption: employee only about $34,145 at 4% or $22,763 at 6%; with 50% employer match about $22,763 at 4% or $15,175 at 6%; with 100% employer match about $17,072 at 4% or $11,382 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-0---
20113145$6,164,008$534,285$3,685iApproximate average salary by contribution assumption: employee only about $92,118 at 4% or $61,412 at 6%; with 50% employer match about $61,412 at 4% or $40,941 at 6%; with 100% employer match about $46,059 at 4% or $30,706 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-145$5,885,377$514,925$3,551iApproximate average salary by contribution assumption: employee only about $88,780 at 4% or $59,187 at 6%; with 50% employer match about $59,187 at 4% or $39,458 at 6%; with 100% employer match about $44,390 at 4% or $29,593 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-15$278,631$19,360$1,291iApproximate average salary by contribution assumption: employee only about $32,267 at 4% or $21,511 at 6%; with 50% employer match about $21,511 at 4% or $14,341 at 6%; with 100% employer match about $16,133 at 4% or $10,756 at 6%.
CARPENTER & PATERSON FLEXIBLE SPENDING ACCOUNT-0---
20103173$6,802,999$614,721$3,553iApproximate average salary by contribution assumption: employee only about $88,833 at 4% or $59,222 at 6%; with 50% employer match about $59,222 at 4% or $39,481 at 6%; with 100% employer match about $44,416 at 4% or $29,611 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-153$6,542,265$595,632$3,893iApproximate average salary by contribution assumption: employee only about $97,325 at 4% or $64,884 at 6%; with 50% employer match about $64,884 at 4% or $43,256 at 6%; with 100% employer match about $48,663 at 4% or $32,442 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-15$260,734$19,089$1,273iApproximate average salary by contribution assumption: employee only about $31,815 at 4% or $21,210 at 6%; with 50% employer match about $21,210 at 4% or $14,140 at 6%; with 100% employer match about $15,907 at 4% or $10,605 at 6%.
CARPENTER & PATERSON FLEXIBLE SPENDING ACCOUNT-173---
20093179$5,443,083$578,652$3,233iApproximate average salary by contribution assumption: employee only about $80,817 at 4% or $53,878 at 6%; with 50% employer match about $53,878 at 4% or $35,919 at 6%; with 100% employer match about $40,409 at 4% or $26,939 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-149$5,222,550$559,038$3,752iApproximate average salary by contribution assumption: employee only about $93,798 at 4% or $62,532 at 6%; with 50% employer match about $62,532 at 4% or $41,688 at 6%; with 100% employer match about $46,899 at 4% or $31,266 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-15$220,533$19,614$1,308iApproximate average salary by contribution assumption: employee only about $32,690 at 4% or $21,793 at 6%; with 50% employer match about $21,793 at 4% or $14,529 at 6%; with 100% employer match about $16,345 at 4% or $10,897 at 6%.
CARPENTER & PATERSON FLEXIBLE SPENDING ACCOUNT-179---
20082133$3,895,141$579,018$4,354iApproximate average salary by contribution assumption: employee only about $108,838 at 4% or $72,559 at 6%; with 50% employer match about $72,559 at 4% or $48,372 at 6%; with 100% employer match about $54,419 at 4% or $36,279 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-133$3,716,947$565,338$4,251iApproximate average salary by contribution assumption: employee only about $106,267 at 4% or $70,844 at 6%; with 50% employer match about $70,844 at 4% or $47,230 at 6%; with 100% employer match about $53,133 at 4% or $35,422 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-15$178,194$13,680$912iApproximate average salary by contribution assumption: employee only about $22,800 at 4% or $15,200 at 6%; with 50% employer match about $15,200 at 4% or $10,133 at 6%; with 100% employer match about $11,400 at 4% or $7,600 at 6%.
20072176$5,089,583$425,633$2,418iApproximate average salary by contribution assumption: employee only about $60,459 at 4% or $40,306 at 6%; with 50% employer match about $40,306 at 4% or $26,871 at 6%; with 100% employer match about $30,230 at 4% or $20,153 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-176$5,089,583$425,633$2,418iApproximate average salary by contribution assumption: employee only about $60,459 at 4% or $40,306 at 6%; with 50% employer match about $40,306 at 4% or $26,871 at 6%; with 100% employer match about $30,230 at 4% or $20,153 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-13---
2006280$4,629,168$306,121$3,827iApproximate average salary by contribution assumption: employee only about $95,663 at 4% or $63,775 at 6%; with 50% employer match about $63,775 at 4% or $42,517 at 6%; with 100% employer match about $47,831 at 4% or $31,888 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-80$4,476,647$288,268$3,603iApproximate average salary by contribution assumption: employee only about $90,084 at 4% or $60,056 at 6%; with 50% employer match about $60,056 at 4% or $40,037 at 6%; with 100% employer match about $45,042 at 4% or $30,028 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-14$152,521$17,853$1,275iApproximate average salary by contribution assumption: employee only about $31,880 at 4% or $21,254 at 6%; with 50% employer match about $21,254 at 4% or $14,169 at 6%; with 100% employer match about $15,940 at 4% or $10,627 at 6%.
20052125$3,986,665$258,100$2,065iApproximate average salary by contribution assumption: employee only about $51,620 at 4% or $34,413 at 6%; with 50% employer match about $34,413 at 4% or $22,942 at 6%; with 100% employer match about $25,810 at 4% or $17,207 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-125$3,813,466$239,822$1,919iApproximate average salary by contribution assumption: employee only about $47,964 at 4% or $31,976 at 6%; with 50% employer match about $31,976 at 4% or $21,318 at 6%; with 100% employer match about $23,982 at 4% or $15,988 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-13$173,199$18,278$1,406iApproximate average salary by contribution assumption: employee only about $35,150 at 4% or $23,433 at 6%; with 50% employer match about $23,433 at 4% or $15,622 at 6%; with 100% employer match about $17,575 at 4% or $11,717 at 6%.
20042139$3,732,161$292,234$2,102iApproximate average salary by contribution assumption: employee only about $52,560 at 4% or $35,040 at 6%; with 50% employer match about $35,040 at 4% or $23,360 at 6%; with 100% employer match about $26,280 at 4% or $17,520 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-139$3,581,353$272,933$1,964iApproximate average salary by contribution assumption: employee only about $49,089 at 4% or $32,726 at 6%; with 50% employer match about $32,726 at 4% or $21,817 at 6%; with 100% employer match about $24,544 at 4% or $16,363 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-14$150,808$19,301$1,379iApproximate average salary by contribution assumption: employee only about $34,466 at 4% or $22,977 at 6%; with 50% employer match about $22,977 at 4% or $15,318 at 6%; with 100% employer match about $17,233 at 4% or $11,489 at 6%.
2003298$3,281,305$315,328$3,218iApproximate average salary by contribution assumption: employee only about $80,441 at 4% or $53,627 at 6%; with 50% employer match about $53,627 at 4% or $35,751 at 6%; with 100% employer match about $40,220 at 4% or $26,814 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-98$3,149,750$297,695$3,038iApproximate average salary by contribution assumption: employee only about $75,943 at 4% or $50,628 at 6%; with 50% employer match about $50,628 at 4% or $33,752 at 6%; with 100% employer match about $37,971 at 4% or $25,314 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-13$131,555$17,633$1,356iApproximate average salary by contribution assumption: employee only about $33,910 at 4% or $22,606 at 6%; with 50% employer match about $22,606 at 4% or $15,071 at 6%; with 100% employer match about $16,955 at 4% or $11,303 at 6%.
20022113$2,499,689$342,097$3,027iApproximate average salary by contribution assumption: employee only about $75,685 at 4% or $50,457 at 6%; with 50% employer match about $50,457 at 4% or $33,638 at 6%; with 100% employer match about $37,843 at 4% or $25,228 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-113$2,385,268$321,890$2,849iApproximate average salary by contribution assumption: employee only about $71,215 at 4% or $47,476 at 6%; with 50% employer match about $47,476 at 4% or $31,651 at 6%; with 100% employer match about $35,607 at 4% or $23,738 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-16$114,421$20,207$1,263iApproximate average salary by contribution assumption: employee only about $31,573 at 4% or $21,049 at 6%; with 50% employer match about $21,049 at 4% or $14,033 at 6%; with 100% employer match about $15,787 at 4% or $10,524 at 6%.
2001256$115,861$14,684$262iApproximate average salary by contribution assumption: employee only about $6,555 at 4% or $4,370 at 6%; with 50% employer match about $4,370 at 4% or $2,913 at 6%; with 100% employer match about $3,278 at 4% or $2,185 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-15$115,861$14,684$979iApproximate average salary by contribution assumption: employee only about $24,473 at 4% or $16,316 at 6%; with 50% employer match about $16,316 at 4% or $10,877 at 6%; with 100% employer match about $12,237 at 4% or $8,158 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-56---
2000266$2,422,052$230,489$3,492iApproximate average salary by contribution assumption: employee only about $87,306 at 4% or $58,204 at 6%; with 50% employer match about $58,204 at 4% or $38,803 at 6%; with 100% employer match about $43,653 at 4% or $29,102 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-66$2,310,884$214,848$3,255iApproximate average salary by contribution assumption: employee only about $81,382 at 4% or $54,255 at 6%; with 50% employer match about $54,255 at 4% or $36,170 at 6%; with 100% employer match about $40,691 at 4% or $27,127 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-11$111,168$15,641$1,422iApproximate average salary by contribution assumption: employee only about $35,548 at 4% or $23,698 at 6%; with 50% employer match about $23,698 at 4% or $15,799 at 6%; with 100% employer match about $17,774 at 4% or $11,849 at 6%.
1999261$2,688,894$219,618$3,600iApproximate average salary by contribution assumption: employee only about $90,007 at 4% or $60,005 at 6%; with 50% employer match about $60,005 at 4% or $40,003 at 6%; with 100% employer match about $45,004 at 4% or $30,002 at 6%.
Carpenter and Paterson Inc. 401K Retirement Plan-61$2,595,415$202,655$3,322iApproximate average salary by contribution assumption: employee only about $83,055 at 4% or $55,370 at 6%; with 50% employer match about $55,370 at 4% or $36,913 at 6%; with 100% employer match about $41,528 at 4% or $27,685 at 6%.
Carpenter & Paterson Inc. Ua Local 274 Retirement Plan-11$93,479$16,963$1,542iApproximate average salary by contribution assumption: employee only about $38,552 at 4% or $25,702 at 6%; with 50% employer match about $25,702 at 4% or $17,134 at 6%; with 100% employer match about $19,276 at 4% or $12,851 at 6%.