John F Carpenter
Plan context: John F. Carpenter, D.M.D. Incentive Savings Plan and Trust
EIN 14-1648765 • Cornwall On Hudson, NY • 39 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
7
2023 Assets
$4,191,449
2023 Contributions
$313,447
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 0 | $0 | $0 | - |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 0 | $0 | - | - |
| JOHN F CARPENTER, D.M.D. CASH BALANCE PENSION PLAN | - | 0 | $0 | - | - |
| 2022 | 2 | 7 | $4,191,449 | $313,447 | $44,778iApproximate average salary by contribution assumption: employee only about $1,119,454 at 4% or $746,302 at 6%; with 50% employer match about $746,302 at 4% or $497,535 at 6%; with 100% employer match about $559,727 at 4% or $373,151 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 7 | $3,736,870 | $85,181 | $12,169iApproximate average salary by contribution assumption: employee only about $304,218 at 4% or $202,812 at 6%; with 50% employer match about $202,812 at 4% or $135,208 at 6%; with 100% employer match about $152,109 at 4% or $101,406 at 6%. |
| JOHN F CARPENTER, D.M.D. CASH BALANCE PENSION PLAN | - | 3 | $454,579 | $228,266 | $76,089iApproximate average salary by contribution assumption: employee only about $1,902,217 at 4% or $1,268,144 at 6%; with 50% employer match about $1,268,144 at 4% or $845,430 at 6%; with 100% employer match about $951,108 at 4% or $634,072 at 6%. |
| 2021 | 2 | 8 | $4,183,088 | $307,768 | $38,471iApproximate average salary by contribution assumption: employee only about $961,775 at 4% or $641,183 at 6%; with 50% employer match about $641,183 at 4% or $427,456 at 6%; with 100% employer match about $480,888 at 4% or $320,592 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 8 | $3,958,027 | $82,707 | $10,338iApproximate average salary by contribution assumption: employee only about $258,459 at 4% or $172,306 at 6%; with 50% employer match about $172,306 at 4% or $114,871 at 6%; with 100% employer match about $129,230 at 4% or $86,153 at 6%. |
| JOHN F CARPENTER, D.M.D. CASH BALANCE PENSION PLAN | - | 3 | $225,061 | $225,061 | $75,020iApproximate average salary by contribution assumption: employee only about $1,875,508 at 4% or $1,250,339 at 6%; with 50% employer match about $1,250,339 at 4% or $833,559 at 6%; with 100% employer match about $937,754 at 4% or $625,169 at 6%. |
| 2020 | 1 | 7 | $3,512,903 | $111,624 | $15,946iApproximate average salary by contribution assumption: employee only about $398,657 at 4% or $265,771 at 6%; with 50% employer match about $265,771 at 4% or $177,181 at 6%; with 100% employer match about $199,329 at 4% or $132,886 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 7 | $3,512,903 | $111,624 | $15,946iApproximate average salary by contribution assumption: employee only about $398,657 at 4% or $265,771 at 6%; with 50% employer match about $265,771 at 4% or $177,181 at 6%; with 100% employer match about $199,329 at 4% or $132,886 at 6%. |
| 2019 | 1 | 7 | $3,176,235 | $109,867 | $15,695iApproximate average salary by contribution assumption: employee only about $392,382 at 4% or $261,588 at 6%; with 50% employer match about $261,588 at 4% or $174,392 at 6%; with 100% employer match about $196,191 at 4% or $130,794 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 7 | $3,176,235 | $109,867 | $15,695iApproximate average salary by contribution assumption: employee only about $392,382 at 4% or $261,588 at 6%; with 50% employer match about $261,588 at 4% or $174,392 at 6%; with 100% employer match about $196,191 at 4% or $130,794 at 6%. |
| 2018 | 1 | 7 | $2,688,901 | $108,484 | $15,498iApproximate average salary by contribution assumption: employee only about $387,443 at 4% or $258,295 at 6%; with 50% employer match about $258,295 at 4% or $172,197 at 6%; with 100% employer match about $193,721 at 4% or $129,148 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 7 | $2,688,901 | $108,484 | $15,498iApproximate average salary by contribution assumption: employee only about $387,443 at 4% or $258,295 at 6%; with 50% employer match about $258,295 at 4% or $172,197 at 6%; with 100% employer match about $193,721 at 4% or $129,148 at 6%. |
| 2017 | 1 | 7 | $2,696,962 | $102,685 | $14,669iApproximate average salary by contribution assumption: employee only about $366,732 at 4% or $244,488 at 6%; with 50% employer match about $244,488 at 4% or $162,992 at 6%; with 100% employer match about $183,366 at 4% or $122,244 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 7 | $2,696,962 | $102,685 | $14,669iApproximate average salary by contribution assumption: employee only about $366,732 at 4% or $244,488 at 6%; with 50% employer match about $244,488 at 4% or $162,992 at 6%; with 100% employer match about $183,366 at 4% or $122,244 at 6%. |
| 2016 | 1 | 8 | $2,348,755 | $133,229 | $16,654iApproximate average salary by contribution assumption: employee only about $416,341 at 4% or $277,560 at 6%; with 50% employer match about $277,560 at 4% or $185,040 at 6%; with 100% employer match about $208,170 at 4% or $138,780 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 8 | $2,348,755 | $133,229 | $16,654iApproximate average salary by contribution assumption: employee only about $416,341 at 4% or $277,560 at 6%; with 50% employer match about $277,560 at 4% or $185,040 at 6%; with 100% employer match about $208,170 at 4% or $138,780 at 6%. |
| 2015 | 1 | 7 | $2,101,531 | $1,703,263 | $243,323iApproximate average salary by contribution assumption: employee only about $6,083,082 at 4% or $4,055,388 at 6%; with 50% employer match about $4,055,388 at 4% or $2,703,592 at 6%; with 100% employer match about $3,041,541 at 4% or $2,027,694 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 7 | $2,101,531 | $1,703,263 | $243,323iApproximate average salary by contribution assumption: employee only about $6,083,082 at 4% or $4,055,388 at 6%; with 50% employer match about $4,055,388 at 4% or $2,703,592 at 6%; with 100% employer match about $3,041,541 at 4% or $2,027,694 at 6%. |
| 2014 | 1 | 6 | $399,748 | $92,770 | $15,462iApproximate average salary by contribution assumption: employee only about $386,542 at 4% or $257,694 at 6%; with 50% employer match about $257,694 at 4% or $171,796 at 6%; with 100% employer match about $193,271 at 4% or $128,847 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 6 | $399,748 | $92,770 | $15,462iApproximate average salary by contribution assumption: employee only about $386,542 at 4% or $257,694 at 6%; with 50% employer match about $257,694 at 4% or $171,796 at 6%; with 100% employer match about $193,271 at 4% or $128,847 at 6%. |
| 2013 | 1 | 6 | $305,013 | $92,483 | $15,414iApproximate average salary by contribution assumption: employee only about $385,346 at 4% or $256,897 at 6%; with 50% employer match about $256,897 at 4% or $171,265 at 6%; with 100% employer match about $192,673 at 4% or $128,449 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 6 | $305,013 | $92,483 | $15,414iApproximate average salary by contribution assumption: employee only about $385,346 at 4% or $256,897 at 6%; with 50% employer match about $256,897 at 4% or $171,265 at 6%; with 100% employer match about $192,673 at 4% or $128,449 at 6%. |
| 2012 | 1 | 6 | $206,240 | $85,698 | $14,283iApproximate average salary by contribution assumption: employee only about $357,075 at 4% or $238,050 at 6%; with 50% employer match about $238,050 at 4% or $158,700 at 6%; with 100% employer match about $178,538 at 4% or $119,025 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 6 | $206,240 | $85,698 | $14,283iApproximate average salary by contribution assumption: employee only about $357,075 at 4% or $238,050 at 6%; with 50% employer match about $238,050 at 4% or $158,700 at 6%; with 100% employer match about $178,538 at 4% or $119,025 at 6%. |
| 2011 | 3 | 5 | $120,476 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 5 | $120,476 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| John Carpenter Pension Plan | - | 0 | $0 | $0 | - |
| John Carpenter Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2010 | 1 | 4 | $60,471 | $60,471 | $15,118iApproximate average salary by contribution assumption: employee only about $377,944 at 4% or $251,963 at 6%; with 50% employer match about $251,963 at 4% or $167,975 at 6%; with 100% employer match about $188,972 at 4% or $125,981 at 6%. |
| John F. Carpenter, D.M.D. Incentive Savings Plan and Trust | - | 4 | $60,471 | $60,471 | $15,118iApproximate average salary by contribution assumption: employee only about $377,944 at 4% or $251,963 at 6%; with 50% employer match about $251,963 at 4% or $167,975 at 6%; with 100% employer match about $188,972 at 4% or $125,981 at 6%. |
| 2009 | 2 | 3 | $971,360 | $60,921 | $20,307iApproximate average salary by contribution assumption: employee only about $507,675 at 4% or $338,450 at 6%; with 50% employer match about $338,450 at 4% or $225,633 at 6%; with 100% employer match about $253,838 at 4% or $169,225 at 6%. |
| John Carpenter Pension Plan | - | 3 | $607,305 | $20,921 | $6,974iApproximate average salary by contribution assumption: employee only about $174,342 at 4% or $116,228 at 6%; with 50% employer match about $116,228 at 4% or $77,485 at 6%; with 100% employer match about $87,171 at 4% or $58,114 at 6%. |
| John Carpenter Profit Sharing Plan | - | 3 | $364,055 | $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%. |
| 2008 | 2 | 3 | $900,141 | $55,192 | $18,397iApproximate average salary by contribution assumption: employee only about $459,933 at 4% or $306,622 at 6%; with 50% employer match about $306,622 at 4% or $204,415 at 6%; with 100% employer match about $229,967 at 4% or $153,311 at 6%. |
| John Carpenter Pension Plan | - | 0 | $603,848 | $25,193 | - |
| John Carpenter Profit Sharing Plan | - | 3 | $296,293 | $29,999 | $10,000iApproximate average salary by contribution assumption: employee only about $249,992 at 4% or $166,661 at 6%; with 50% employer match about $166,661 at 4% or $111,107 at 6%; with 100% employer match about $124,996 at 4% or $83,331 at 6%. |
| 2007 | 2 | 3 | $0 | $0 | - |
| John Carpenter Pension Plan | - | 3 | - | - | - |
| John Carpenter Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 2 | 3 | $827,762 | $48,303 | $16,101iApproximate average salary by contribution assumption: employee only about $402,525 at 4% or $268,350 at 6%; with 50% employer match about $268,350 at 4% or $178,900 at 6%; with 100% employer match about $201,263 at 4% or $134,175 at 6%. |
| John Carpenter Pension Plan | - | 3 | $584,495 | $18,304 | $6,101iApproximate average salary by contribution assumption: employee only about $152,533 at 4% or $101,689 at 6%; with 50% employer match about $101,689 at 4% or $67,793 at 6%; with 100% employer match about $76,267 at 4% or $50,844 at 6%. |
| John Carpenter Profit Sharing Plan | - | 3 | $243,267 | $29,999 | $10,000iApproximate average salary by contribution assumption: employee only about $249,992 at 4% or $166,661 at 6%; with 50% employer match about $166,661 at 4% or $111,107 at 6%; with 100% employer match about $124,996 at 4% or $83,331 at 6%. |
| 2005 | 2 | 3 | $727,150 | $45,272 | $15,091iApproximate average salary by contribution assumption: employee only about $377,267 at 4% or $251,511 at 6%; with 50% employer match about $251,511 at 4% or $167,674 at 6%; with 100% employer match about $188,633 at 4% or $125,756 at 6%. |
| John Carpenter Pension Plan | - | 3 | $529,533 | $20,767 | $6,922iApproximate average salary by contribution assumption: employee only about $173,058 at 4% or $115,372 at 6%; with 50% employer match about $115,372 at 4% or $76,915 at 6%; with 100% employer match about $86,529 at 4% or $57,686 at 6%. |
| John Carpenter Profit Sharing Plan | - | 3 | $197,617 | $24,505 | $8,168iApproximate average salary by contribution assumption: employee only about $204,208 at 4% or $136,139 at 6%; with 50% employer match about $136,139 at 4% or $90,759 at 6%; with 100% employer match about $102,104 at 4% or $68,069 at 6%. |
| 2004 | 2 | 5 | $586,540 | $22,491 | $4,498iApproximate average salary by contribution assumption: employee only about $112,455 at 4% or $74,970 at 6%; with 50% employer match about $74,970 at 4% or $49,980 at 6%; with 100% employer match about $56,228 at 4% or $37,485 at 6%. |
| John Carpenter Pension Plan | - | 5 | $456,059 | $22,491 | $4,498iApproximate average salary by contribution assumption: employee only about $112,455 at 4% or $74,970 at 6%; with 50% employer match about $74,970 at 4% or $49,980 at 6%; with 100% employer match about $56,228 at 4% or $37,485 at 6%. |
| John Carpenter Profit Sharing Plan | - | 4 | $130,481 | - | - |
| 2003 | 2 | 5 | $586,973 | $39,341 | $7,868iApproximate average salary by contribution assumption: employee only about $196,705 at 4% or $131,137 at 6%; with 50% employer match about $131,137 at 4% or $87,424 at 6%; with 100% employer match about $98,353 at 4% or $65,568 at 6%. |
| John Carpenter Pension Plan | - | 5 | $434,279 | $39,341 | $7,868iApproximate average salary by contribution assumption: employee only about $196,705 at 4% or $131,137 at 6%; with 50% employer match about $131,137 at 4% or $87,424 at 6%; with 100% employer match about $98,353 at 4% or $65,568 at 6%. |
| John Carpenter Profit Sharing Plan | - | 0 | $152,694 | - | - |
| 2002 | 2 | 5 | $447,194 | $20,118 | $4,024iApproximate average salary by contribution assumption: employee only about $100,590 at 4% or $67,060 at 6%; with 50% employer match about $67,060 at 4% or $44,707 at 6%; with 100% employer match about $50,295 at 4% or $33,530 at 6%. |
| John Carpenter Pension Plan | - | 5 | $304,686 | $20,118 | $4,024iApproximate average salary by contribution assumption: employee only about $100,590 at 4% or $67,060 at 6%; with 50% employer match about $67,060 at 4% or $44,707 at 6%; with 100% employer match about $50,295 at 4% or $33,530 at 6%. |
| John Carpenter Profit Sharing Plan | - | 5 | $142,508 | - | - |
| 2001 | 2 | 5 | $0 | $0 | - |
| John Carpenter Pension Plan | - | 5 | - | - | - |
| John Carpenter Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 2 | 5 | $444,143 | $16,904 | $3,381iApproximate average salary by contribution assumption: employee only about $84,520 at 4% or $56,347 at 6%; with 50% employer match about $56,347 at 4% or $37,564 at 6%; with 100% employer match about $42,260 at 4% or $28,173 at 6%. |
| John Carpenter Pension Plan | - | 5 | $312,392 | $16,904 | $3,381iApproximate average salary by contribution assumption: employee only about $84,520 at 4% or $56,347 at 6%; with 50% employer match about $56,347 at 4% or $37,564 at 6%; with 100% employer match about $42,260 at 4% or $28,173 at 6%. |
| John Carpenter Profit Sharing Plan | - | 5 | $131,751 | - | - |