Civic Intelligence

Carpenter Insurance Service Inc.

Plan context: Carpenter Insurance Service Inc. Money Purchase Plan

EIN 53-0205735 • 6 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

6

2004 Assets

$621,451

2004 Contributions

$101,464

Historical Graphs

Total Assets Over Time

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

$621,451$310,726$0199920022004YearValue
$621,451Latest year 2004

Participants Over Time

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

950199920022004YearValue
6Latest year 2004

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
200416$621,451$101,464$16,911iApproximate average salary by contribution assumption: employee only about $422,767 at 4% or $281,844 at 6%; with 50% employer match about $281,844 at 4% or $187,896 at 6%; with 100% employer match about $211,383 at 4% or $140,922 at 6%.
Carpenter Insurance Service Inc. Money Purchase Plan-6$621,451$101,464$16,911iApproximate average salary by contribution assumption: employee only about $422,767 at 4% or $281,844 at 6%; with 50% employer match about $281,844 at 4% or $187,896 at 6%; with 100% employer match about $211,383 at 4% or $140,922 at 6%.
200318$523,195$100,120$12,515iApproximate average salary by contribution assumption: employee only about $312,875 at 4% or $208,583 at 6%; with 50% employer match about $208,583 at 4% or $139,056 at 6%; with 100% employer match about $156,438 at 4% or $104,292 at 6%.
Carpenter Insurance Service Inc. Money Purchase Plan-8$523,195$100,120$12,515iApproximate average salary by contribution assumption: employee only about $312,875 at 4% or $208,583 at 6%; with 50% employer match about $208,583 at 4% or $139,056 at 6%; with 100% employer match about $156,438 at 4% or $104,292 at 6%.
200219$362,670$73,941$8,216iApproximate average salary by contribution assumption: employee only about $205,392 at 4% or $136,928 at 6%; with 50% employer match about $136,928 at 4% or $91,285 at 6%; with 100% employer match about $102,696 at 4% or $68,464 at 6%.
Carpenter Insurance Service Inc. Money Purchase Plan-9$362,670$73,941$8,216iApproximate average salary by contribution assumption: employee only about $205,392 at 4% or $136,928 at 6%; with 50% employer match about $136,928 at 4% or $91,285 at 6%; with 100% employer match about $102,696 at 4% or $68,464 at 6%.
200117$333,613$43,338$6,191iApproximate average salary by contribution assumption: employee only about $154,779 at 4% or $103,186 at 6%; with 50% employer match about $103,186 at 4% or $68,790 at 6%; with 100% employer match about $77,389 at 4% or $51,593 at 6%.
Carpenter Insurance Service Inc. Money Purchase Plan-7$333,613$43,338$6,191iApproximate average salary by contribution assumption: employee only about $154,779 at 4% or $103,186 at 6%; with 50% employer match about $103,186 at 4% or $68,790 at 6%; with 100% employer match about $77,389 at 4% or $51,593 at 6%.
200017$328,302$36,598$5,228iApproximate average salary by contribution assumption: employee only about $130,707 at 4% or $87,138 at 6%; with 50% employer match about $87,138 at 4% or $58,092 at 6%; with 100% employer match about $65,354 at 4% or $43,569 at 6%.
Carpenter Insurance Service Inc. Money Purchase Plan-7$328,302$36,598$5,228iApproximate average salary by contribution assumption: employee only about $130,707 at 4% or $87,138 at 6%; with 50% employer match about $87,138 at 4% or $58,092 at 6%; with 100% employer match about $65,354 at 4% or $43,569 at 6%.
199918$322,979$42,113$5,264iApproximate average salary by contribution assumption: employee only about $131,603 at 4% or $87,735 at 6%; with 50% employer match about $87,735 at 4% or $58,490 at 6%; with 100% employer match about $65,802 at 4% or $43,868 at 6%.
Carpenter Insurance Service Inc. Money Purchase Plan-8$322,979$42,113$5,264iApproximate average salary by contribution assumption: employee only about $131,603 at 4% or $87,735 at 6%; with 50% employer match about $87,735 at 4% or $58,490 at 6%; with 100% employer match about $65,802 at 4% or $43,868 at 6%.