Civic Intelligence

Carpenter Brothers Inc.

Plan context: Carpenter Brothers Inc. 401(K) Savings Plan

EIN 39-0198740 • Mequon, WI • 26 filings • 2 plans

7100 W Donges Bay RoadMequon, WI 53092
Current Snapshot

Latest Year

2024

2024 Participants

49

2024 Assets

$11,510,263

2024 Contributions

$668,175

Historical Graphs

Total Assets Over Time

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

$12,971,372$6,485,686$0199920122024YearValue
$11,510,263Latest year 2024

Participants Over Time

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

51260199920122024YearValue
49Latest 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
2024149$11,510,263$668,175$13,636iApproximate average salary by contribution assumption: employee only about $340,906 at 4% or $227,270 at 6%; with 50% employer match about $227,270 at 4% or $151,514 at 6%; with 100% employer match about $170,453 at 4% or $113,635 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-49$11,510,263$668,175$13,636iApproximate average salary by contribution assumption: employee only about $340,906 at 4% or $227,270 at 6%; with 50% employer match about $227,270 at 4% or $151,514 at 6%; with 100% employer match about $170,453 at 4% or $113,635 at 6%.
2023148$9,713,556$1,414,456$29,468iApproximate average salary by contribution assumption: employee only about $736,696 at 4% or $491,131 at 6%; with 50% employer match about $491,131 at 4% or $327,420 at 6%; with 100% employer match about $368,348 at 4% or $245,565 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-48$9,713,556$1,414,456$29,468iApproximate average salary by contribution assumption: employee only about $736,696 at 4% or $491,131 at 6%; with 50% employer match about $491,131 at 4% or $327,420 at 6%; with 100% employer match about $368,348 at 4% or $245,565 at 6%.
2022148$8,180,081$620,130$12,919iApproximate average salary by contribution assumption: employee only about $322,984 at 4% or $215,323 at 6%; with 50% employer match about $215,323 at 4% or $143,549 at 6%; with 100% employer match about $161,492 at 4% or $107,661 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-48$8,180,081$620,130$12,919iApproximate average salary by contribution assumption: employee only about $322,984 at 4% or $215,323 at 6%; with 50% employer match about $215,323 at 4% or $143,549 at 6%; with 100% employer match about $161,492 at 4% or $107,661 at 6%.
2021149$12,971,372$533,206$10,882iApproximate average salary by contribution assumption: employee only about $272,044 at 4% or $181,363 at 6%; with 50% employer match about $181,363 at 4% or $120,908 at 6%; with 100% employer match about $136,022 at 4% or $90,681 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-49$12,971,372$533,206$10,882iApproximate average salary by contribution assumption: employee only about $272,044 at 4% or $181,363 at 6%; with 50% employer match about $181,363 at 4% or $120,908 at 6%; with 100% employer match about $136,022 at 4% or $90,681 at 6%.
2020151$12,494,268$469,221$9,200iApproximate average salary by contribution assumption: employee only about $230,010 at 4% or $153,340 at 6%; with 50% employer match about $153,340 at 4% or $102,227 at 6%; with 100% employer match about $115,005 at 4% or $76,670 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-51$12,494,268$469,221$9,200iApproximate average salary by contribution assumption: employee only about $230,010 at 4% or $153,340 at 6%; with 50% employer match about $153,340 at 4% or $102,227 at 6%; with 100% employer match about $115,005 at 4% or $76,670 at 6%.
2019148$10,488,030$518,030$10,792iApproximate average salary by contribution assumption: employee only about $269,807 at 4% or $179,872 at 6%; with 50% employer match about $179,872 at 4% or $119,914 at 6%; with 100% employer match about $134,904 at 4% or $89,936 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-48$10,488,030$518,030$10,792iApproximate average salary by contribution assumption: employee only about $269,807 at 4% or $179,872 at 6%; with 50% employer match about $179,872 at 4% or $119,914 at 6%; with 100% employer match about $134,904 at 4% or $89,936 at 6%.
2018146$9,300,630$515,023$11,196iApproximate average salary by contribution assumption: employee only about $279,904 at 4% or $186,603 at 6%; with 50% employer match about $186,603 at 4% or $124,402 at 6%; with 100% employer match about $139,952 at 4% or $93,301 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-46$9,300,630$515,023$11,196iApproximate average salary by contribution assumption: employee only about $279,904 at 4% or $186,603 at 6%; with 50% employer match about $186,603 at 4% or $124,402 at 6%; with 100% employer match about $139,952 at 4% or $93,301 at 6%.
2017146$9,682,723$588,585$12,795iApproximate average salary by contribution assumption: employee only about $319,883 at 4% or $213,255 at 6%; with 50% employer match about $213,255 at 4% or $142,170 at 6%; with 100% employer match about $159,942 at 4% or $106,628 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-46$9,682,723$588,585$12,795iApproximate average salary by contribution assumption: employee only about $319,883 at 4% or $213,255 at 6%; with 50% employer match about $213,255 at 4% or $142,170 at 6%; with 100% employer match about $159,942 at 4% or $106,628 at 6%.
2016144$8,597,454$454,209$10,323iApproximate average salary by contribution assumption: employee only about $258,073 at 4% or $172,049 at 6%; with 50% employer match about $172,049 at 4% or $114,699 at 6%; with 100% employer match about $129,037 at 4% or $86,024 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-44$8,597,454$454,209$10,323iApproximate average salary by contribution assumption: employee only about $258,073 at 4% or $172,049 at 6%; with 50% employer match about $172,049 at 4% or $114,699 at 6%; with 100% employer match about $129,037 at 4% or $86,024 at 6%.
2015144$8,406,167$360,508$8,193iApproximate average salary by contribution assumption: employee only about $204,834 at 4% or $136,556 at 6%; with 50% employer match about $136,556 at 4% or $91,037 at 6%; with 100% employer match about $102,417 at 4% or $68,278 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-44$8,406,167$360,508$8,193iApproximate average salary by contribution assumption: employee only about $204,834 at 4% or $136,556 at 6%; with 50% employer match about $136,556 at 4% or $91,037 at 6%; with 100% employer match about $102,417 at 4% or $68,278 at 6%.
2014142$8,282,598$367,404$8,748iApproximate average salary by contribution assumption: employee only about $218,693 at 4% or $145,795 at 6%; with 50% employer match about $145,795 at 4% or $97,197 at 6%; with 100% employer match about $109,346 at 4% or $72,898 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-42$8,282,598$367,404$8,748iApproximate average salary by contribution assumption: employee only about $218,693 at 4% or $145,795 at 6%; with 50% employer match about $145,795 at 4% or $97,197 at 6%; with 100% employer match about $109,346 at 4% or $72,898 at 6%.
2013141$9,212,369$376,744$9,189iApproximate average salary by contribution assumption: employee only about $229,722 at 4% or $153,148 at 6%; with 50% employer match about $153,148 at 4% or $102,099 at 6%; with 100% employer match about $114,861 at 4% or $76,574 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-41$9,212,369$376,744$9,189iApproximate average salary by contribution assumption: employee only about $229,722 at 4% or $153,148 at 6%; with 50% employer match about $153,148 at 4% or $102,099 at 6%; with 100% employer match about $114,861 at 4% or $76,574 at 6%.
2012143$8,978,957$419,806$9,763iApproximate average salary by contribution assumption: employee only about $244,073 at 4% or $162,716 at 6%; with 50% employer match about $162,716 at 4% or $108,477 at 6%; with 100% employer match about $122,037 at 4% or $81,358 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-43$8,978,957$419,806$9,763iApproximate average salary by contribution assumption: employee only about $244,073 at 4% or $162,716 at 6%; with 50% employer match about $162,716 at 4% or $108,477 at 6%; with 100% employer match about $122,037 at 4% or $81,358 at 6%.
2011140$8,187,289$395,244$9,881iApproximate average salary by contribution assumption: employee only about $247,028 at 4% or $164,685 at 6%; with 50% employer match about $164,685 at 4% or $109,790 at 6%; with 100% employer match about $123,514 at 4% or $82,343 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-40$8,187,289$395,244$9,881iApproximate average salary by contribution assumption: employee only about $247,028 at 4% or $164,685 at 6%; with 50% employer match about $164,685 at 4% or $109,790 at 6%; with 100% employer match about $123,514 at 4% or $82,343 at 6%.
2010140$8,167,904$333,338$8,333iApproximate average salary by contribution assumption: employee only about $208,336 at 4% or $138,891 at 6%; with 50% employer match about $138,891 at 4% or $92,594 at 6%; with 100% employer match about $104,168 at 4% or $69,445 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-40$8,167,904$333,338$8,333iApproximate average salary by contribution assumption: employee only about $208,336 at 4% or $138,891 at 6%; with 50% employer match about $138,891 at 4% or $92,594 at 6%; with 100% employer match about $104,168 at 4% or $69,445 at 6%.
2009142$7,689,555$504,718$12,017iApproximate average salary by contribution assumption: employee only about $300,427 at 4% or $200,285 at 6%; with 50% employer match about $200,285 at 4% or $133,523 at 6%; with 100% employer match about $150,214 at 4% or $100,142 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-42$7,689,555$504,718$12,017iApproximate average salary by contribution assumption: employee only about $300,427 at 4% or $200,285 at 6%; with 50% employer match about $200,285 at 4% or $133,523 at 6%; with 100% employer match about $150,214 at 4% or $100,142 at 6%.
2008145$6,720,657$563,919$12,532iApproximate average salary by contribution assumption: employee only about $313,288 at 4% or $208,859 at 6%; with 50% employer match about $208,859 at 4% or $139,239 at 6%; with 100% employer match about $156,644 at 4% or $104,429 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-45$6,720,657$563,919$12,532iApproximate average salary by contribution assumption: employee only about $313,288 at 4% or $208,859 at 6%; with 50% employer match about $208,859 at 4% or $139,239 at 6%; with 100% employer match about $156,644 at 4% or $104,429 at 6%.
2007142$8,335,474$528,627$12,586iApproximate average salary by contribution assumption: employee only about $314,659 at 4% or $209,773 at 6%; with 50% employer match about $209,773 at 4% or $139,848 at 6%; with 100% employer match about $157,329 at 4% or $104,886 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-42$8,335,474$528,627$12,586iApproximate average salary by contribution assumption: employee only about $314,659 at 4% or $209,773 at 6%; with 50% employer match about $209,773 at 4% or $139,848 at 6%; with 100% employer match about $157,329 at 4% or $104,886 at 6%.
2006142$7,449,856$512,149$12,194iApproximate average salary by contribution assumption: employee only about $304,851 at 4% or $203,234 at 6%; with 50% employer match about $203,234 at 4% or $135,489 at 6%; with 100% employer match about $152,425 at 4% or $101,617 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-42$7,449,856$512,149$12,194iApproximate average salary by contribution assumption: employee only about $304,851 at 4% or $203,234 at 6%; with 50% employer match about $203,234 at 4% or $135,489 at 6%; with 100% employer match about $152,425 at 4% or $101,617 at 6%.
2005140$6,386,293$370,618$9,265iApproximate average salary by contribution assumption: employee only about $231,636 at 4% or $154,424 at 6%; with 50% employer match about $154,424 at 4% or $102,949 at 6%; with 100% employer match about $115,818 at 4% or $77,212 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-40$6,386,293$370,618$9,265iApproximate average salary by contribution assumption: employee only about $231,636 at 4% or $154,424 at 6%; with 50% employer match about $154,424 at 4% or $102,949 at 6%; with 100% employer match about $115,818 at 4% or $77,212 at 6%.
2004137$5,868,393$300,081$8,110iApproximate average salary by contribution assumption: employee only about $202,757 at 4% or $135,172 at 6%; with 50% employer match about $135,172 at 4% or $90,114 at 6%; with 100% employer match about $101,379 at 4% or $67,586 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-37$5,868,393$300,081$8,110iApproximate average salary by contribution assumption: employee only about $202,757 at 4% or $135,172 at 6%; with 50% employer match about $135,172 at 4% or $90,114 at 6%; with 100% employer match about $101,379 at 4% or $67,586 at 6%.
2003137$5,894,219$263,073$7,110iApproximate average salary by contribution assumption: employee only about $177,752 at 4% or $118,501 at 6%; with 50% employer match about $118,501 at 4% or $79,001 at 6%; with 100% employer match about $88,876 at 4% or $59,251 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-37$5,894,219$263,073$7,110iApproximate average salary by contribution assumption: employee only about $177,752 at 4% or $118,501 at 6%; with 50% employer match about $118,501 at 4% or $79,001 at 6%; with 100% employer match about $88,876 at 4% or $59,251 at 6%.
2002137$4,647,309$249,908$6,754iApproximate average salary by contribution assumption: employee only about $168,857 at 4% or $112,571 at 6%; with 50% employer match about $112,571 at 4% or $75,047 at 6%; with 100% employer match about $84,428 at 4% or $56,286 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-37$4,647,309$249,908$6,754iApproximate average salary by contribution assumption: employee only about $168,857 at 4% or $112,571 at 6%; with 50% employer match about $112,571 at 4% or $75,047 at 6%; with 100% employer match about $84,428 at 4% or $56,286 at 6%.
2001137$5,195,526$292,025$7,893iApproximate average salary by contribution assumption: employee only about $197,314 at 4% or $131,543 at 6%; with 50% employer match about $131,543 at 4% or $87,695 at 6%; with 100% employer match about $98,657 at 4% or $65,771 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-37$5,195,526$292,025$7,893iApproximate average salary by contribution assumption: employee only about $197,314 at 4% or $131,543 at 6%; with 50% employer match about $131,543 at 4% or $87,695 at 6%; with 100% employer match about $98,657 at 4% or $65,771 at 6%.
2000137$5,476,623$254,214$6,871iApproximate average salary by contribution assumption: employee only about $171,766 at 4% or $114,511 at 6%; with 50% employer match about $114,511 at 4% or $76,341 at 6%; with 100% employer match about $85,883 at 4% or $57,255 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-37$5,476,623$254,214$6,871iApproximate average salary by contribution assumption: employee only about $171,766 at 4% or $114,511 at 6%; with 50% employer match about $114,511 at 4% or $76,341 at 6%; with 100% employer match about $85,883 at 4% or $57,255 at 6%.
1999137$5,537,020$281,186$7,600iApproximate average salary by contribution assumption: employee only about $189,991 at 4% or $126,660 at 6%; with 50% employer match about $126,660 at 4% or $84,440 at 6%; with 100% employer match about $94,995 at 4% or $63,330 at 6%.
Carpenter Brothers Inc. 401(K) Savings Plan-37$5,537,020$281,186$7,600iApproximate average salary by contribution assumption: employee only about $189,991 at 4% or $126,660 at 6%; with 50% employer match about $126,660 at 4% or $84,440 at 6%; with 100% employer match about $94,995 at 4% or $63,330 at 6%.