Carpenter Financial Group Inc.
Plan context: Carpenter Financial Group Inc. Roth 401K Plan & Trust
EIN 06-1536689 • West Simsbury, CT • 40 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,023,467
2024 Contributions
$57,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 3 | $1,023,467 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,021,967 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 3 | $1,500 | - | - |
| 2023 | 2 | 3 | $958,717 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $957,217 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 3 | $1,500 | - | - |
| 2022 | 2 | 3 | $910,619 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $909,119 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 3 | $1,500 | - | - |
| 2021 | 2 | 3 | $952,960 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $951,460 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 3 | $1,500 | - | - |
| 2020 | 2 | 3 | $976,739 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $975,239 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 3 | $1,500 | - | - |
| 2019 | 2 | 3 | $1,003,382 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,001,882 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 3 | $1,500 | - | - |
| 2018 | 2 | 3 | $1,335,907 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,334,407 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 3 | $1,500 | - | - |
| 2017 | 2 | 3 | $1,285,084 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,283,584 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 3 | $1,500 | - | - |
| 2016 | 2 | 3 | $1,708,491 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,706,991 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 3 | $1,500 | - | - |
| 2015 | 2 | 3 | $1,779,419 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,777,919 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2014 | 2 | 3 | $1,425,452 | $57,500 | $19,167iApproximate average salary by contribution assumption: employee only about $479,167 at 4% or $319,444 at 6%; with 50% employer match about $319,444 at 4% or $212,963 at 6%; with 100% employer match about $239,583 at 4% or $159,722 at 6%. |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,423,952 | $57,500 | $19,167iApproximate average salary by contribution assumption: employee only about $479,167 at 4% or $319,444 at 6%; with 50% employer match about $319,444 at 4% or $212,963 at 6%; with 100% employer match about $239,583 at 4% or $159,722 at 6%. |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2013 | 2 | 3 | $1,218,423 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,216,923 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2012 | 2 | 3 | $1,581,436 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,579,936 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2011 | 2 | 3 | $1,160,436 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 3 | $1,158,936 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2010 | 2 | 7 | $1,081,436 | $0 | - |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 7 | $1,079,936 | - | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2009 | 2 | 1 | $44,508 | $43,000 | $43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%. |
| Carpenter Financial Group Inc. Roth 401K Plan & Trust | - | 1 | $43,008 | $43,000 | $43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%. |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2008 | 1 | 1 | $0 | $0 | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | - | - | - |
| 2006 | 1 | 1 | $1,500 | $0 | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2004 | 1 | 1 | $1,500 | $0 | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2003 | 1 | 1 | $1,500 | $0 | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2002 | 1 | 1 | $1,500 | $0 | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | $1,500 | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| Carpenter Financial Group Inc. Employee Stock Own | - | 1 | - | - | - |