Thomas and Edna Carpenter Foundation
Plan context: Thomas and Edna Carpenter Foundation Retirement Plan
EIN 23-7275337 • Hastings, MN • 23 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$1,071,942
2024 Contributions
$52,290
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 | 1 | 14 | $1,071,942 | $52,290 | $3,735iApproximate average salary by contribution assumption: employee only about $93,375 at 4% or $62,250 at 6%; with 50% employer match about $62,250 at 4% or $41,500 at 6%; with 100% employer match about $46,688 at 4% or $31,125 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 14 | $1,071,942 | $52,290 | $3,735iApproximate average salary by contribution assumption: employee only about $93,375 at 4% or $62,250 at 6%; with 50% employer match about $62,250 at 4% or $41,500 at 6%; with 100% employer match about $46,688 at 4% or $31,125 at 6%. |
| 2023 | 1 | 14 | $931,115 | $56,363 | $4,026iApproximate average salary by contribution assumption: employee only about $100,648 at 4% or $67,099 at 6%; with 50% employer match about $67,099 at 4% or $44,733 at 6%; with 100% employer match about $50,324 at 4% or $33,549 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 14 | $931,115 | $56,363 | $4,026iApproximate average salary by contribution assumption: employee only about $100,648 at 4% or $67,099 at 6%; with 50% employer match about $67,099 at 4% or $44,733 at 6%; with 100% employer match about $50,324 at 4% or $33,549 at 6%. |
| 2022 | 1 | 15 | $1,100,224 | $59,988 | $3,999iApproximate average salary by contribution assumption: employee only about $99,980 at 4% or $66,653 at 6%; with 50% employer match about $66,653 at 4% or $44,436 at 6%; with 100% employer match about $49,990 at 4% or $33,327 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 15 | $1,100,224 | $59,988 | $3,999iApproximate average salary by contribution assumption: employee only about $99,980 at 4% or $66,653 at 6%; with 50% employer match about $66,653 at 4% or $44,436 at 6%; with 100% employer match about $49,990 at 4% or $33,327 at 6%. |
| 2021 | 1 | 12 | $1,338,531 | $49,787 | $4,149iApproximate average salary by contribution assumption: employee only about $103,723 at 4% or $69,149 at 6%; with 50% employer match about $69,149 at 4% or $46,099 at 6%; with 100% employer match about $51,861 at 4% or $34,574 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 12 | $1,338,531 | $49,787 | $4,149iApproximate average salary by contribution assumption: employee only about $103,723 at 4% or $69,149 at 6%; with 50% employer match about $69,149 at 4% or $46,099 at 6%; with 100% employer match about $51,861 at 4% or $34,574 at 6%. |
| 2020 | 1 | 12 | $1,130,663 | $52,992 | $4,416iApproximate average salary by contribution assumption: employee only about $110,400 at 4% or $73,600 at 6%; with 50% employer match about $73,600 at 4% or $49,067 at 6%; with 100% employer match about $55,200 at 4% or $36,800 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 12 | $1,130,663 | $52,992 | $4,416iApproximate average salary by contribution assumption: employee only about $110,400 at 4% or $73,600 at 6%; with 50% employer match about $73,600 at 4% or $49,067 at 6%; with 100% employer match about $55,200 at 4% or $36,800 at 6%. |
| 2019 | 1 | 12 | $968,970 | $47,032 | $3,919iApproximate average salary by contribution assumption: employee only about $97,983 at 4% or $65,322 at 6%; with 50% employer match about $65,322 at 4% or $43,548 at 6%; with 100% employer match about $48,992 at 4% or $32,661 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 12 | $968,970 | $47,032 | $3,919iApproximate average salary by contribution assumption: employee only about $97,983 at 4% or $65,322 at 6%; with 50% employer match about $65,322 at 4% or $43,548 at 6%; with 100% employer match about $48,992 at 4% or $32,661 at 6%. |
| 2018 | 1 | 10 | $785,001 | $58,566 | $5,857iApproximate average salary by contribution assumption: employee only about $146,415 at 4% or $97,610 at 6%; with 50% employer match about $97,610 at 4% or $65,073 at 6%; with 100% employer match about $73,208 at 4% or $48,805 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 10 | $785,001 | $58,566 | $5,857iApproximate average salary by contribution assumption: employee only about $146,415 at 4% or $97,610 at 6%; with 50% employer match about $97,610 at 4% or $65,073 at 6%; with 100% employer match about $73,208 at 4% or $48,805 at 6%. |
| 2017 | 1 | 11 | $753,034 | $51,105 | $4,646iApproximate average salary by contribution assumption: employee only about $116,148 at 4% or $77,432 at 6%; with 50% employer match about $77,432 at 4% or $51,621 at 6%; with 100% employer match about $58,074 at 4% or $38,716 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 11 | $753,034 | $51,105 | $4,646iApproximate average salary by contribution assumption: employee only about $116,148 at 4% or $77,432 at 6%; with 50% employer match about $77,432 at 4% or $51,621 at 6%; with 100% employer match about $58,074 at 4% or $38,716 at 6%. |
| 2016 | 1 | 11 | $604,971 | $45,226 | $4,111iApproximate average salary by contribution assumption: employee only about $102,786 at 4% or $68,524 at 6%; with 50% employer match about $68,524 at 4% or $45,683 at 6%; with 100% employer match about $51,393 at 4% or $34,262 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 11 | $604,971 | $45,226 | $4,111iApproximate average salary by contribution assumption: employee only about $102,786 at 4% or $68,524 at 6%; with 50% employer match about $68,524 at 4% or $45,683 at 6%; with 100% employer match about $51,393 at 4% or $34,262 at 6%. |
| 2015 | 1 | 12 | $545,291 | $32,787 | $2,732iApproximate average salary by contribution assumption: employee only about $68,306 at 4% or $45,538 at 6%; with 50% employer match about $45,538 at 4% or $30,358 at 6%; with 100% employer match about $34,153 at 4% or $22,769 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 12 | $545,291 | $32,787 | $2,732iApproximate average salary by contribution assumption: employee only about $68,306 at 4% or $45,538 at 6%; with 50% employer match about $45,538 at 4% or $30,358 at 6%; with 100% employer match about $34,153 at 4% or $22,769 at 6%. |
| 2014 | 1 | 12 | $540,689 | $27,357 | $2,280iApproximate average salary by contribution assumption: employee only about $56,994 at 4% or $37,996 at 6%; with 50% employer match about $37,996 at 4% or $25,331 at 6%; with 100% employer match about $28,497 at 4% or $18,998 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 12 | $540,689 | $27,357 | $2,280iApproximate average salary by contribution assumption: employee only about $56,994 at 4% or $37,996 at 6%; with 50% employer match about $37,996 at 4% or $25,331 at 6%; with 100% employer match about $28,497 at 4% or $18,998 at 6%. |
| 2013 | 1 | 11 | $512,533 | $19,335 | $1,758iApproximate average salary by contribution assumption: employee only about $43,943 at 4% or $29,295 at 6%; with 50% employer match about $29,295 at 4% or $19,530 at 6%; with 100% employer match about $21,972 at 4% or $14,648 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 11 | $512,533 | $19,335 | $1,758iApproximate average salary by contribution assumption: employee only about $43,943 at 4% or $29,295 at 6%; with 50% employer match about $29,295 at 4% or $19,530 at 6%; with 100% employer match about $21,972 at 4% or $14,648 at 6%. |
| 2012 | 1 | 11 | $432,991 | $24,391 | $2,217iApproximate average salary by contribution assumption: employee only about $55,434 at 4% or $36,956 at 6%; with 50% employer match about $36,956 at 4% or $24,637 at 6%; with 100% employer match about $27,717 at 4% or $18,478 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 11 | $432,991 | $24,391 | $2,217iApproximate average salary by contribution assumption: employee only about $55,434 at 4% or $36,956 at 6%; with 50% employer match about $36,956 at 4% or $24,637 at 6%; with 100% employer match about $27,717 at 4% or $18,478 at 6%. |
| 2011 | 1 | 11 | $430,981 | $20,536 | $1,867iApproximate average salary by contribution assumption: employee only about $46,673 at 4% or $31,115 at 6%; with 50% employer match about $31,115 at 4% or $20,743 at 6%; with 100% employer match about $23,336 at 4% or $15,558 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 11 | $430,981 | $20,536 | $1,867iApproximate average salary by contribution assumption: employee only about $46,673 at 4% or $31,115 at 6%; with 50% employer match about $31,115 at 4% or $20,743 at 6%; with 100% employer match about $23,336 at 4% or $15,558 at 6%. |
| 2010 | 1 | 12 | $425,667 | $18,624 | $1,552iApproximate average salary by contribution assumption: employee only about $38,800 at 4% or $25,867 at 6%; with 50% employer match about $25,867 at 4% or $17,244 at 6%; with 100% employer match about $19,400 at 4% or $12,933 at 6%. |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 12 | $425,667 | $18,624 | $1,552iApproximate average salary by contribution assumption: employee only about $38,800 at 4% or $25,867 at 6%; with 50% employer match about $25,867 at 4% or $17,244 at 6%; with 100% employer match about $19,400 at 4% or $12,933 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Thomas and Edna Carpenter Foundation Retirement Plan | - | 0 | - | - | - |