Carpenter Capital Advisors Ltd
Plan context: Carpenter Capital Advisors Ltd 401(K) Plan
EIN 47-1232352 • Johnstown, PA • 3 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$1,344,364
2017 Contributions
$64,089
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 3 | $1,344,364 | $64,089 | $21,363iApproximate average salary by contribution assumption: employee only about $534,075 at 4% or $356,050 at 6%; with 50% employer match about $356,050 at 4% or $237,367 at 6%; with 100% employer match about $267,038 at 4% or $178,025 at 6%. |
| Carpenter Capital Advisors Ltd 401(K) Plan | - | 3 | $1,344,364 | $64,089 | $21,363iApproximate average salary by contribution assumption: employee only about $534,075 at 4% or $356,050 at 6%; with 50% employer match about $356,050 at 4% or $237,367 at 6%; with 100% employer match about $267,038 at 4% or $178,025 at 6%. |
| 2016 | 1 | 3 | $1,174,316 | $70,370 | $23,457iApproximate average salary by contribution assumption: employee only about $586,417 at 4% or $390,944 at 6%; with 50% employer match about $390,944 at 4% or $260,630 at 6%; with 100% employer match about $293,208 at 4% or $195,472 at 6%. |
| Carpenter Capital Advisors Ltd 401(K) Plan | - | 3 | $1,174,316 | $70,370 | $23,457iApproximate average salary by contribution assumption: employee only about $586,417 at 4% or $390,944 at 6%; with 50% employer match about $390,944 at 4% or $260,630 at 6%; with 100% employer match about $293,208 at 4% or $195,472 at 6%. |
| 2015 | 1 | 3 | $1,013,033 | $983,757 | $327,919iApproximate average salary by contribution assumption: employee only about $8,197,975 at 4% or $5,465,317 at 6%; with 50% employer match about $5,465,317 at 4% or $3,643,544 at 6%; with 100% employer match about $4,098,988 at 4% or $2,732,658 at 6%. |
| Carpenter Capital Advisors Ltd 401(K) Plan | - | 3 | $1,013,033 | $983,757 | $327,919iApproximate average salary by contribution assumption: employee only about $8,197,975 at 4% or $5,465,317 at 6%; with 50% employer match about $5,465,317 at 4% or $3,643,544 at 6%; with 100% employer match about $4,098,988 at 4% or $2,732,658 at 6%. |