Carpenter & Capt, Chartered
Plan context: Carpenter & Capt, Chartered Simple 401(K)
EIN 36-4042366 • New Buffalo, MI • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$212,146
2024 Contributions
$26,150
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 | 2 | $212,146 | $26,150 | $13,075iApproximate average salary by contribution assumption: employee only about $326,875 at 4% or $217,917 at 6%; with 50% employer match about $217,917 at 4% or $145,278 at 6%; with 100% employer match about $163,438 at 4% or $108,958 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 2 | $212,146 | $26,150 | $13,075iApproximate average salary by contribution assumption: employee only about $326,875 at 4% or $217,917 at 6%; with 50% employer match about $217,917 at 4% or $145,278 at 6%; with 100% employer match about $163,438 at 4% or $108,958 at 6%. |
| 2023 | 1 | 2 | $174,073 | $17,800 | $8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,333 at 6%; with 50% employer match about $148,333 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 2 | $174,073 | $17,800 | $8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,333 at 6%; with 50% employer match about $148,333 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%. |
| 2022 | 1 | 2 | $125,079 | $12,550 | $6,275iApproximate average salary by contribution assumption: employee only about $156,875 at 4% or $104,583 at 6%; with 50% employer match about $104,583 at 4% or $69,722 at 6%; with 100% employer match about $78,438 at 4% or $52,292 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 2 | $125,079 | $12,550 | $6,275iApproximate average salary by contribution assumption: employee only about $156,875 at 4% or $104,583 at 6%; with 50% employer match about $104,583 at 4% or $69,722 at 6%; with 100% employer match about $78,438 at 4% or $52,292 at 6%. |
| 2021 | 1 | 2 | $229,561 | $31,150 | $15,575iApproximate average salary by contribution assumption: employee only about $389,375 at 4% or $259,583 at 6%; with 50% employer match about $259,583 at 4% or $173,056 at 6%; with 100% employer match about $194,688 at 4% or $129,792 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 2 | $229,561 | $31,150 | $15,575iApproximate average salary by contribution assumption: employee only about $389,375 at 4% or $259,583 at 6%; with 50% employer match about $259,583 at 4% or $173,056 at 6%; with 100% employer match about $194,688 at 4% or $129,792 at 6%. |
| 2020 | 1 | 2 | $186,586 | $5,550 | $2,775iApproximate average salary by contribution assumption: employee only about $69,375 at 4% or $46,250 at 6%; with 50% employer match about $46,250 at 4% or $30,833 at 6%; with 100% employer match about $34,688 at 4% or $23,125 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 2 | $186,586 | $5,550 | $2,775iApproximate average salary by contribution assumption: employee only about $69,375 at 4% or $46,250 at 6%; with 50% employer match about $46,250 at 4% or $30,833 at 6%; with 100% employer match about $34,688 at 4% or $23,125 at 6%. |
| 2019 | 1 | 3 | $192,773 | $2,650 | $883iApproximate average salary by contribution assumption: employee only about $22,083 at 4% or $14,722 at 6%; with 50% employer match about $14,722 at 4% or $9,815 at 6%; with 100% employer match about $11,042 at 4% or $7,361 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 3 | $192,773 | $2,650 | $883iApproximate average salary by contribution assumption: employee only about $22,083 at 4% or $14,722 at 6%; with 50% employer match about $14,722 at 4% or $9,815 at 6%; with 100% employer match about $11,042 at 4% or $7,361 at 6%. |
| 2018 | 1 | 3 | $182,213 | $1,900 | $633iApproximate average salary by contribution assumption: employee only about $15,833 at 4% or $10,556 at 6%; with 50% employer match about $10,556 at 4% or $7,037 at 6%; with 100% employer match about $7,917 at 4% or $5,278 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 3 | $182,213 | $1,900 | $633iApproximate average salary by contribution assumption: employee only about $15,833 at 4% or $10,556 at 6%; with 50% employer match about $10,556 at 4% or $7,037 at 6%; with 100% employer match about $7,917 at 4% or $5,278 at 6%. |
| 2017 | 1 | 3 | $181,543 | $0 | - |
| Carpenter & Capt, Chartered Simple 401(K) | - | 3 | $181,543 | $0 | - |
| 2016 | 1 | 3 | $161,129 | $0 | - |
| Carpenter & Capt, Chartered Simple 401(K) | - | 3 | $161,129 | $0 | - |
| 2015 | 1 | 4 | $153,778 | $0 | - |
| Carpenter & Capt, Chartered Simple 401(K) | - | 4 | $153,778 | - | - |
| 2014 | 1 | 3 | $151,182 | $0 | - |
| Carpenter & Capt, Chartered Simple 401(K) | - | 3 | $151,182 | - | - |
| 2013 | 1 | 4 | $144,508 | $615 | $154iApproximate average salary by contribution assumption: employee only about $3,844 at 4% or $2,563 at 6%; with 50% employer match about $2,563 at 4% or $1,708 at 6%; with 100% employer match about $1,922 at 4% or $1,281 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 4 | $144,508 | $615 | $154iApproximate average salary by contribution assumption: employee only about $3,844 at 4% or $2,563 at 6%; with 50% employer match about $2,563 at 4% or $1,708 at 6%; with 100% employer match about $1,922 at 4% or $1,281 at 6%. |
| 2012 | 1 | 4 | $129,355 | $173 | $43iApproximate average salary by contribution assumption: employee only about $1,081 at 4% or $721 at 6%; with 50% employer match about $721 at 4% or $481 at 6%; with 100% employer match about $541 at 4% or $360 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 4 | $129,355 | $173 | $43iApproximate average salary by contribution assumption: employee only about $1,081 at 4% or $721 at 6%; with 50% employer match about $721 at 4% or $481 at 6%; with 100% employer match about $541 at 4% or $360 at 6%. |
| 2011 | 1 | 4 | $121,705 | $0 | - |
| Carpenter & Capt, Chartered Simple 401(K) | - | 4 | $121,705 | - | - |
| 2010 | 1 | 5 | $119,463 | $6,664 | $1,333iApproximate average salary by contribution assumption: employee only about $33,320 at 4% or $22,213 at 6%; with 50% employer match about $22,213 at 4% or $14,809 at 6%; with 100% employer match about $16,660 at 4% or $11,107 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 5 | $119,463 | $6,664 | $1,333iApproximate average salary by contribution assumption: employee only about $33,320 at 4% or $22,213 at 6%; with 50% employer match about $22,213 at 4% or $14,809 at 6%; with 100% employer match about $16,660 at 4% or $11,107 at 6%. |
| 2009 | 1 | 4 | $102,090 | $10,091 | $2,523iApproximate average salary by contribution assumption: employee only about $63,069 at 4% or $42,046 at 6%; with 50% employer match about $42,046 at 4% or $28,031 at 6%; with 100% employer match about $31,534 at 4% or $21,023 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 4 | $102,090 | $10,091 | $2,523iApproximate average salary by contribution assumption: employee only about $63,069 at 4% or $42,046 at 6%; with 50% employer match about $42,046 at 4% or $28,031 at 6%; with 100% employer match about $31,534 at 4% or $21,023 at 6%. |
| 2008 | 1 | 3 | $73,722 | $14,073 | $4,691iApproximate average salary by contribution assumption: employee only about $117,275 at 4% or $78,183 at 6%; with 50% employer match about $78,183 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 3 | $73,722 | $14,073 | $4,691iApproximate average salary by contribution assumption: employee only about $117,275 at 4% or $78,183 at 6%; with 50% employer match about $78,183 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Carpenter & Capt, Chartered Simple 401(K) | - | 4 | - | - | - |
| 2006 | 1 | 3 | $70,143 | $4,996 | $1,665iApproximate average salary by contribution assumption: employee only about $41,633 at 4% or $27,756 at 6%; with 50% employer match about $27,756 at 4% or $18,504 at 6%; with 100% employer match about $20,817 at 4% or $13,878 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 3 | $70,143 | $4,996 | $1,665iApproximate average salary by contribution assumption: employee only about $41,633 at 4% or $27,756 at 6%; with 50% employer match about $27,756 at 4% or $18,504 at 6%; with 100% employer match about $20,817 at 4% or $13,878 at 6%. |
| 2005 | 1 | 2 | $58,265 | $2,003 | $1,002iApproximate average salary by contribution assumption: employee only about $25,038 at 4% or $16,692 at 6%; with 50% employer match about $16,692 at 4% or $11,128 at 6%; with 100% employer match about $12,519 at 4% or $8,346 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 2 | $58,265 | $2,003 | $1,002iApproximate average salary by contribution assumption: employee only about $25,038 at 4% or $16,692 at 6%; with 50% employer match about $16,692 at 4% or $11,128 at 6%; with 100% employer match about $12,519 at 4% or $8,346 at 6%. |
| 2004 | 1 | 3 | $56,752 | $5,572 | $1,857iApproximate average salary by contribution assumption: employee only about $46,433 at 4% or $30,956 at 6%; with 50% employer match about $30,956 at 4% or $20,637 at 6%; with 100% employer match about $23,217 at 4% or $15,478 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 3 | $56,752 | $5,572 | $1,857iApproximate average salary by contribution assumption: employee only about $46,433 at 4% or $30,956 at 6%; with 50% employer match about $30,956 at 4% or $20,637 at 6%; with 100% employer match about $23,217 at 4% or $15,478 at 6%. |
| 2003 | 1 | 3 | $46,694 | $12,064 | $4,021iApproximate average salary by contribution assumption: employee only about $100,533 at 4% or $67,022 at 6%; with 50% employer match about $67,022 at 4% or $44,681 at 6%; with 100% employer match about $50,267 at 4% or $33,511 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 3 | $46,694 | $12,064 | $4,021iApproximate average salary by contribution assumption: employee only about $100,533 at 4% or $67,022 at 6%; with 50% employer match about $67,022 at 4% or $44,681 at 6%; with 100% employer match about $50,267 at 4% or $33,511 at 6%. |
| 2002 | 1 | 2 | $30,478 | $9,682 | $4,841iApproximate average salary by contribution assumption: employee only about $121,025 at 4% or $80,683 at 6%; with 50% employer match about $80,683 at 4% or $53,789 at 6%; with 100% employer match about $60,513 at 4% or $40,342 at 6%. |
| Carpenter & Capt, Chartered Simple 401(K) | - | 2 | $30,478 | $9,682 | $4,841iApproximate average salary by contribution assumption: employee only about $121,025 at 4% or $80,683 at 6%; with 50% employer match about $80,683 at 4% or $53,789 at 6%; with 100% employer match about $60,513 at 4% or $40,342 at 6%. |
| 2001 | 1 | 0 | $29,255 | $17,943 | - |
| Carpenter & Capt, Chartered Simple 401(K) | - | 0 | $29,255 | $17,943 | - |