Civic Intelligence

Carpenter & Company

Plan context: Carpenter & Company 401(K) Profit Sharing Plan & Trust

EIN 04-2528421 • Cambridge, MA • 25 filings • 5 plans

20 University RdCambridge, MA 02138-5756
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$3,791,950

2024 Contributions

$156,549

Historical Graphs

Total Assets Over Time

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

$3,791,950$1,895,975$0200220142024YearValue
$3,791,950Latest year 2024

Participants Over Time

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

37190200020122024YearValue
33Latest year 2024

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
2024133$3,791,950$156,549$4,744iApproximate average salary by contribution assumption: employee only about $118,598 at 4% or $79,065 at 6%; with 50% employer match about $79,065 at 4% or $52,710 at 6%; with 100% employer match about $59,299 at 4% or $39,533 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-33$3,791,950$156,549$4,744iApproximate average salary by contribution assumption: employee only about $118,598 at 4% or $79,065 at 6%; with 50% employer match about $79,065 at 4% or $52,710 at 6%; with 100% employer match about $59,299 at 4% or $39,533 at 6%.
2023135$2,994,052$158,564$4,530iApproximate average salary by contribution assumption: employee only about $113,260 at 4% or $75,507 at 6%; with 50% employer match about $75,507 at 4% or $50,338 at 6%; with 100% employer match about $56,630 at 4% or $37,753 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-35$2,994,052$158,564$4,530iApproximate average salary by contribution assumption: employee only about $113,260 at 4% or $75,507 at 6%; with 50% employer match about $75,507 at 4% or $50,338 at 6%; with 100% employer match about $56,630 at 4% or $37,753 at 6%.
2022133$2,212,229$141,629$4,292iApproximate average salary by contribution assumption: employee only about $107,295 at 4% or $71,530 at 6%; with 50% employer match about $71,530 at 4% or $47,687 at 6%; with 100% employer match about $53,647 at 4% or $35,765 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-33$2,212,229$141,629$4,292iApproximate average salary by contribution assumption: employee only about $107,295 at 4% or $71,530 at 6%; with 50% employer match about $71,530 at 4% or $47,687 at 6%; with 100% employer match about $53,647 at 4% or $35,765 at 6%.
2021137$2,834,337$136,736$3,696iApproximate average salary by contribution assumption: employee only about $92,389 at 4% or $61,593 at 6%; with 50% employer match about $61,593 at 4% or $41,062 at 6%; with 100% employer match about $46,195 at 4% or $30,796 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-37$2,834,337$136,736$3,696iApproximate average salary by contribution assumption: employee only about $92,389 at 4% or $61,593 at 6%; with 50% employer match about $61,593 at 4% or $41,062 at 6%; with 100% employer match about $46,195 at 4% or $30,796 at 6%.
2020135$2,222,678$136,802$3,909iApproximate average salary by contribution assumption: employee only about $97,716 at 4% or $65,144 at 6%; with 50% employer match about $65,144 at 4% or $43,429 at 6%; with 100% employer match about $48,858 at 4% or $32,572 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-35$2,222,678$136,802$3,909iApproximate average salary by contribution assumption: employee only about $97,716 at 4% or $65,144 at 6%; with 50% employer match about $65,144 at 4% or $43,429 at 6%; with 100% employer match about $48,858 at 4% or $32,572 at 6%.
2019135$1,921,483$143,243$4,093iApproximate average salary by contribution assumption: employee only about $102,316 at 4% or $68,211 at 6%; with 50% employer match about $68,211 at 4% or $45,474 at 6%; with 100% employer match about $51,158 at 4% or $34,105 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-35$1,921,483$143,243$4,093iApproximate average salary by contribution assumption: employee only about $102,316 at 4% or $68,211 at 6%; with 50% employer match about $68,211 at 4% or $45,474 at 6%; with 100% employer match about $51,158 at 4% or $34,105 at 6%.
2018137$1,583,205$123,121$3,328iApproximate average salary by contribution assumption: employee only about $83,190 at 4% or $55,460 at 6%; with 50% employer match about $55,460 at 4% or $36,973 at 6%; with 100% employer match about $41,595 at 4% or $27,730 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-37$1,583,205$123,121$3,328iApproximate average salary by contribution assumption: employee only about $83,190 at 4% or $55,460 at 6%; with 50% employer match about $55,460 at 4% or $36,973 at 6%; with 100% employer match about $41,595 at 4% or $27,730 at 6%.
2017134$1,783,259$140,608$4,136iApproximate average salary by contribution assumption: employee only about $103,388 at 4% or $68,925 at 6%; with 50% employer match about $68,925 at 4% or $45,950 at 6%; with 100% employer match about $51,694 at 4% or $34,463 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-34$1,783,259$140,608$4,136iApproximate average salary by contribution assumption: employee only about $103,388 at 4% or $68,925 at 6%; with 50% employer match about $68,925 at 4% or $45,950 at 6%; with 100% employer match about $51,694 at 4% or $34,463 at 6%.
2016117$1,481,139$66,913$3,936iApproximate average salary by contribution assumption: employee only about $98,401 at 4% or $65,601 at 6%; with 50% employer match about $65,601 at 4% or $43,734 at 6%; with 100% employer match about $49,201 at 4% or $32,800 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-17$1,481,139$66,913$3,936iApproximate average salary by contribution assumption: employee only about $98,401 at 4% or $65,601 at 6%; with 50% employer match about $65,601 at 4% or $43,734 at 6%; with 100% employer match about $49,201 at 4% or $32,800 at 6%.
2015110$1,350,872$90,941$9,094iApproximate average salary by contribution assumption: employee only about $227,353 at 4% or $151,568 at 6%; with 50% employer match about $151,568 at 4% or $101,046 at 6%; with 100% employer match about $113,676 at 4% or $75,784 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-10$1,350,872$90,941$9,094iApproximate average salary by contribution assumption: employee only about $227,353 at 4% or $151,568 at 6%; with 50% employer match about $151,568 at 4% or $101,046 at 6%; with 100% employer match about $113,676 at 4% or $75,784 at 6%.
2014122$1,252,472$96,211$4,373iApproximate average salary by contribution assumption: employee only about $109,331 at 4% or $72,887 at 6%; with 50% employer match about $72,887 at 4% or $48,591 at 6%; with 100% employer match about $54,665 at 4% or $36,444 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-22$1,252,472$96,211$4,373iApproximate average salary by contribution assumption: employee only about $109,331 at 4% or $72,887 at 6%; with 50% employer match about $72,887 at 4% or $48,591 at 6%; with 100% employer match about $54,665 at 4% or $36,444 at 6%.
2013119$1,100,327$64,487$3,394iApproximate average salary by contribution assumption: employee only about $84,851 at 4% or $56,568 at 6%; with 50% employer match about $56,568 at 4% or $37,712 at 6%; with 100% employer match about $42,426 at 4% or $28,284 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-19$1,100,327$64,487$3,394iApproximate average salary by contribution assumption: employee only about $84,851 at 4% or $56,568 at 6%; with 50% employer match about $56,568 at 4% or $37,712 at 6%; with 100% employer match about $42,426 at 4% or $28,284 at 6%.
2012119$860,107$43,337$2,281iApproximate average salary by contribution assumption: employee only about $57,022 at 4% or $38,015 at 6%; with 50% employer match about $38,015 at 4% or $25,343 at 6%; with 100% employer match about $28,511 at 4% or $19,007 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-19$860,107$43,337$2,281iApproximate average salary by contribution assumption: employee only about $57,022 at 4% or $38,015 at 6%; with 50% employer match about $38,015 at 4% or $25,343 at 6%; with 100% employer match about $28,511 at 4% or $19,007 at 6%.
2011120$808,071$49,249$2,462iApproximate average salary by contribution assumption: employee only about $61,561 at 4% or $41,041 at 6%; with 50% employer match about $41,041 at 4% or $27,361 at 6%; with 100% employer match about $30,781 at 4% or $20,520 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-20$808,071$49,249$2,462iApproximate average salary by contribution assumption: employee only about $61,561 at 4% or $41,041 at 6%; with 50% employer match about $41,041 at 4% or $27,361 at 6%; with 100% employer match about $30,781 at 4% or $20,520 at 6%.
2010123$826,654$47,701$2,074iApproximate average salary by contribution assumption: employee only about $51,849 at 4% or $34,566 at 6%; with 50% employer match about $34,566 at 4% or $23,044 at 6%; with 100% employer match about $25,924 at 4% or $17,283 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-23$826,654$47,701$2,074iApproximate average salary by contribution assumption: employee only about $51,849 at 4% or $34,566 at 6%; with 50% employer match about $34,566 at 4% or $23,044 at 6%; with 100% employer match about $25,924 at 4% or $17,283 at 6%.
2009123$713,834$77,609$3,374iApproximate average salary by contribution assumption: employee only about $84,358 at 4% or $56,238 at 6%; with 50% employer match about $56,238 at 4% or $37,492 at 6%; with 100% employer match about $42,179 at 4% or $28,119 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-23$713,834$77,609$3,374iApproximate average salary by contribution assumption: employee only about $84,358 at 4% or $56,238 at 6%; with 50% employer match about $56,238 at 4% or $37,492 at 6%; with 100% employer match about $42,179 at 4% or $28,119 at 6%.
2008122$0$0-
Carpenter & Company 401(K) Profit Sharing Plan & Trust-22---
2007126$0$0-
Carpenter & Company 401(K) Profit Sharing Plan & Trust-26---
2006130$991,020$176,237$5,875iApproximate average salary by contribution assumption: employee only about $146,864 at 4% or $97,909 at 6%; with 50% employer match about $97,909 at 4% or $65,273 at 6%; with 100% employer match about $73,432 at 4% or $48,955 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-30$991,020$176,237$5,875iApproximate average salary by contribution assumption: employee only about $146,864 at 4% or $97,909 at 6%; with 50% employer match about $97,909 at 4% or $65,273 at 6%; with 100% employer match about $73,432 at 4% or $48,955 at 6%.
2005133$792,364$108,400$3,285iApproximate average salary by contribution assumption: employee only about $82,121 at 4% or $54,747 at 6%; with 50% employer match about $54,747 at 4% or $36,498 at 6%; with 100% employer match about $41,061 at 4% or $27,374 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-33$792,364$108,400$3,285iApproximate average salary by contribution assumption: employee only about $82,121 at 4% or $54,747 at 6%; with 50% employer match about $54,747 at 4% or $36,498 at 6%; with 100% employer match about $41,061 at 4% or $27,374 at 6%.
2004129$758,404$94,974$3,275iApproximate average salary by contribution assumption: employee only about $81,874 at 4% or $54,583 at 6%; with 50% employer match about $54,583 at 4% or $36,389 at 6%; with 100% employer match about $40,937 at 4% or $27,291 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-29$758,404$94,974$3,275iApproximate average salary by contribution assumption: employee only about $81,874 at 4% or $54,583 at 6%; with 50% employer match about $54,583 at 4% or $36,389 at 6%; with 100% employer match about $40,937 at 4% or $27,291 at 6%.
2003136$636,028$113,073$3,141iApproximate average salary by contribution assumption: employee only about $78,523 at 4% or $52,349 at 6%; with 50% employer match about $52,349 at 4% or $34,899 at 6%; with 100% employer match about $39,261 at 4% or $26,174 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-36$636,028$113,073$3,141iApproximate average salary by contribution assumption: employee only about $78,523 at 4% or $52,349 at 6%; with 50% employer match about $52,349 at 4% or $34,899 at 6%; with 100% employer match about $39,261 at 4% or $26,174 at 6%.
2002135$417,335$106,627$3,046iApproximate average salary by contribution assumption: employee only about $76,162 at 4% or $50,775 at 6%; with 50% employer match about $50,775 at 4% or $33,850 at 6%; with 100% employer match about $38,081 at 4% or $25,387 at 6%.
Carpenter & Company 401(K) Profit Sharing Plan & Trust-35$417,335$106,627$3,046iApproximate average salary by contribution assumption: employee only about $76,162 at 4% or $50,775 at 6%; with 50% employer match about $50,775 at 4% or $33,850 at 6%; with 100% employer match about $38,081 at 4% or $25,387 at 6%.
2001124$0$0-
Carpenter & Company 401(K) Profit Sharing Plan & Trust-24---
2000124$0$0-
Carpenter & Company 401(K) Profit Sharing Plan & Trust-24---