Civic Intelligence

Carpenters Home Estates Inc. Welfare Plan

Plan context: Carpenter'S Home Estates 403(B) Plan

EIN 59-2347336 • Lakeland, FL • 33 filings • 6 plans

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1001 Carpenters WayLakeland, FL 33809
Current Snapshot

Latest Year

2024

2024 Participants

63

2024 Assets

$2,229,238

2024 Contributions

$147,939

Historical Graphs

Total Assets Over Time

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

$2,484,225$1,242,113$0200920172024YearValue
$2,229,238Latest year 2024

Participants Over Time

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

3261630200120132024YearValue
63Latest 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
2024163$2,229,238$147,939$2,348iApproximate average salary by contribution assumption: employee only about $58,706 at 4% or $39,137 at 6%; with 50% employer match about $39,137 at 4% or $26,092 at 6%; with 100% employer match about $29,353 at 4% or $19,569 at 6%.
Carpenter'S Home Estates 403(B) Plan-63$2,229,238$147,939$2,348iApproximate average salary by contribution assumption: employee only about $58,706 at 4% or $39,137 at 6%; with 50% employer match about $39,137 at 4% or $26,092 at 6%; with 100% employer match about $29,353 at 4% or $19,569 at 6%.
2023164$2,188,349$135,437$2,116iApproximate average salary by contribution assumption: employee only about $52,905 at 4% or $35,270 at 6%; with 50% employer match about $35,270 at 4% or $23,513 at 6%; with 100% employer match about $26,453 at 4% or $17,635 at 6%.
Carpenter'S Home Estates 403(B) Plan-64$2,188,349$135,437$2,116iApproximate average salary by contribution assumption: employee only about $52,905 at 4% or $35,270 at 6%; with 50% employer match about $35,270 at 4% or $23,513 at 6%; with 100% employer match about $26,453 at 4% or $17,635 at 6%.
20221235$1,957,788$168,702$718iApproximate average salary by contribution assumption: employee only about $17,947 at 4% or $11,965 at 6%; with 50% employer match about $11,965 at 4% or $7,976 at 6%; with 100% employer match about $8,974 at 4% or $5,982 at 6%.
Carpenter'S Home Estates 403(B) Plan-235$1,957,788$168,702$718iApproximate average salary by contribution assumption: employee only about $17,947 at 4% or $11,965 at 6%; with 50% employer match about $11,965 at 4% or $7,976 at 6%; with 100% employer match about $8,974 at 4% or $5,982 at 6%.
20211219$2,484,225$148,985$680iApproximate average salary by contribution assumption: employee only about $17,007 at 4% or $11,338 at 6%; with 50% employer match about $11,338 at 4% or $7,559 at 6%; with 100% employer match about $8,504 at 4% or $5,669 at 6%.
Carpenter'S Home Estates 403(B) Plan-219$2,484,225$148,985$680iApproximate average salary by contribution assumption: employee only about $17,007 at 4% or $11,338 at 6%; with 50% employer match about $11,338 at 4% or $7,559 at 6%; with 100% employer match about $8,504 at 4% or $5,669 at 6%.
20201236$2,200,665$135,483$574iApproximate average salary by contribution assumption: employee only about $14,352 at 4% or $9,568 at 6%; with 50% employer match about $9,568 at 4% or $6,379 at 6%; with 100% employer match about $7,176 at 4% or $4,784 at 6%.
Carpenter'S Home Estates 403(B) Plan-236$2,200,665$135,483$574iApproximate average salary by contribution assumption: employee only about $14,352 at 4% or $9,568 at 6%; with 50% employer match about $9,568 at 4% or $6,379 at 6%; with 100% employer match about $7,176 at 4% or $4,784 at 6%.
20191324$1,826,070$137,372$424iApproximate average salary by contribution assumption: employee only about $10,600 at 4% or $7,066 at 6%; with 50% employer match about $7,066 at 4% or $4,711 at 6%; with 100% employer match about $5,300 at 4% or $3,533 at 6%.
Carpenter'S Home Estates 403(B) Plan-324$1,826,070$137,372$424iApproximate average salary by contribution assumption: employee only about $10,600 at 4% or $7,066 at 6%; with 50% employer match about $7,066 at 4% or $4,711 at 6%; with 100% employer match about $5,300 at 4% or $3,533 at 6%.
20182315$1,441,268$140,475$446iApproximate average salary by contribution assumption: employee only about $11,149 at 4% or $7,433 at 6%; with 50% employer match about $7,433 at 4% or $4,955 at 6%; with 100% employer match about $5,574 at 4% or $3,716 at 6%.
Carpenter'S Home Estates 403(B) Plan-315$1,441,268$140,475$446iApproximate average salary by contribution assumption: employee only about $11,149 at 4% or $7,433 at 6%; with 50% employer match about $7,433 at 4% or $4,955 at 6%; with 100% employer match about $5,574 at 4% or $3,716 at 6%.
The Estate at Carpenters-206---
20172326$1,451,235$133,462$409iApproximate average salary by contribution assumption: employee only about $10,235 at 4% or $6,823 at 6%; with 50% employer match about $6,823 at 4% or $4,549 at 6%; with 100% employer match about $5,117 at 4% or $3,412 at 6%.
Carpenter'S Home Estates 403(B) Plan-326$1,451,235$133,462$409iApproximate average salary by contribution assumption: employee only about $10,235 at 4% or $6,823 at 6%; with 50% employer match about $6,823 at 4% or $4,549 at 6%; with 100% employer match about $5,117 at 4% or $3,412 at 6%.
The Estate at Carpenters-206---
20162257$1,210,164$164,077$638iApproximate average salary by contribution assumption: employee only about $15,961 at 4% or $10,641 at 6%; with 50% employer match about $10,641 at 4% or $7,094 at 6%; with 100% employer match about $7,980 at 4% or $5,320 at 6%.
Carpenter'S Home Estates 403(B) Plan-257$1,210,164$164,077$638iApproximate average salary by contribution assumption: employee only about $15,961 at 4% or $10,641 at 6%; with 50% employer match about $10,641 at 4% or $7,094 at 6%; with 100% employer match about $7,980 at 4% or $5,320 at 6%.
The Estate at Carpenters-134---
20152284$1,031,727$158,288$557iApproximate average salary by contribution assumption: employee only about $13,934 at 4% or $9,289 at 6%; with 50% employer match about $9,289 at 4% or $6,193 at 6%; with 100% employer match about $6,967 at 4% or $4,645 at 6%.
Carpenter'S Home Estates 403(B) Plan-284$1,031,727$158,288$557iApproximate average salary by contribution assumption: employee only about $13,934 at 4% or $9,289 at 6%; with 50% employer match about $9,289 at 4% or $6,193 at 6%; with 100% employer match about $6,967 at 4% or $4,645 at 6%.
The Estate at Carpenters-175---
20142205$984,607$158,436$773iApproximate average salary by contribution assumption: employee only about $19,321 at 4% or $12,881 at 6%; with 50% employer match about $12,881 at 4% or $8,587 at 6%; with 100% employer match about $9,661 at 4% or $6,440 at 6%.
Carpenter'S Home Estates 403(B) Plan-205$984,607$158,436$773iApproximate average salary by contribution assumption: employee only about $19,321 at 4% or $12,881 at 6%; with 50% employer match about $12,881 at 4% or $8,587 at 6%; with 100% employer match about $9,661 at 4% or $6,440 at 6%.
The Estate at Carpenters-205---
20132276$833,240$125,147$453iApproximate average salary by contribution assumption: employee only about $11,336 at 4% or $7,557 at 6%; with 50% employer match about $7,557 at 4% or $5,038 at 6%; with 100% employer match about $5,668 at 4% or $3,779 at 6%.
Carpenter'S Home Estates 403(B) Plan-276$833,240$125,147$453iApproximate average salary by contribution assumption: employee only about $11,336 at 4% or $7,557 at 6%; with 50% employer match about $7,557 at 4% or $5,038 at 6%; with 100% employer match about $5,668 at 4% or $3,779 at 6%.
The Estate at Carpenters-118---
20122279$740,183$123,496$443iApproximate average salary by contribution assumption: employee only about $11,066 at 4% or $7,377 at 6%; with 50% employer match about $7,377 at 4% or $4,918 at 6%; with 100% employer match about $5,533 at 4% or $3,689 at 6%.
Carpenter'S Home Estates 403(B) Plan-279$740,183$123,496$443iApproximate average salary by contribution assumption: employee only about $11,066 at 4% or $7,377 at 6%; with 50% employer match about $7,377 at 4% or $4,918 at 6%; with 100% employer match about $5,533 at 4% or $3,689 at 6%.
The Estate at Carpenters-170---
20112256$671,491$145,826$570iApproximate average salary by contribution assumption: employee only about $14,241 at 4% or $9,494 at 6%; with 50% employer match about $9,494 at 4% or $6,329 at 6%; with 100% employer match about $7,120 at 4% or $4,747 at 6%.
Carpenter'S Home Estates 403(B) Plan-256$671,491$145,826$570iApproximate average salary by contribution assumption: employee only about $14,241 at 4% or $9,494 at 6%; with 50% employer match about $9,494 at 4% or $6,329 at 6%; with 100% employer match about $7,120 at 4% or $4,747 at 6%.
The Estate at Carpenters-197---
20102217$644,646$186,004$857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,715 at 4% or $7,143 at 6%.
Carpenter'S Home Estates 403(B) Plan-186$644,646$186,004$1,000iApproximate average salary by contribution assumption: employee only about $25,001 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,334 at 6%.
The Estate at Carpenters-217---
20092204$462,437$134,098$657iApproximate average salary by contribution assumption: employee only about $16,434 at 4% or $10,956 at 6%; with 50% employer match about $10,956 at 4% or $7,304 at 6%; with 100% employer match about $8,217 at 4% or $5,478 at 6%.
Carpenter'S Home Estates 403(B) Plan-187$462,437$134,098$717iApproximate average salary by contribution assumption: employee only about $17,928 at 4% or $11,952 at 6%; with 50% employer match about $11,952 at 4% or $7,968 at 6%; with 100% employer match about $8,964 at 4% or $5,976 at 6%.
The Estate at Carpenters-204---
20081220$0$0-
The Estate at Carpenters-220---
20071116$0$0-
The Estate at Carpenters-116---
20061125$0$0-
The Estate at Carpenters-125---
20051117$0$0-
The Estate at Carpenters-117---
20031121$0$0-
The Estate at Carpenters-121---
20021118$0$0-
The Estate at Carpenters-118---
20011116$0$0-
The Estate at Carpenters-116---