Carpenter Smith Consulting LLC
Plan context: Carpenter Smith Consulting LLC Retirement Plan
EIN 61-1480879 • Portland, OR • 4 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$664,627
2019 Contributions
$43,983
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Carpenter Smith Consulting LLC Retirement Plan | - | 0 | $0 | - | - |
| 2018 | 1 | 3 | $664,627 | $43,983 | $14,661iApproximate average salary by contribution assumption: employee only about $366,525 at 4% or $244,350 at 6%; with 50% employer match about $244,350 at 4% or $162,900 at 6%; with 100% employer match about $183,263 at 4% or $122,175 at 6%. |
| Carpenter Smith Consulting LLC Retirement Plan | - | 3 | $664,627 | $43,983 | $14,661iApproximate average salary by contribution assumption: employee only about $366,525 at 4% or $244,350 at 6%; with 50% employer match about $244,350 at 4% or $162,900 at 6%; with 100% employer match about $183,263 at 4% or $122,175 at 6%. |
| 2017 | 1 | 3 | $659,216 | $84,672 | $28,224iApproximate average salary by contribution assumption: employee only about $705,600 at 4% or $470,400 at 6%; with 50% employer match about $470,400 at 4% or $313,600 at 6%; with 100% employer match about $352,800 at 4% or $235,200 at 6%. |
| Carpenter Smith Consulting LLC Retirement Plan | - | 3 | $659,216 | $84,672 | $28,224iApproximate average salary by contribution assumption: employee only about $705,600 at 4% or $470,400 at 6%; with 50% employer match about $470,400 at 4% or $313,600 at 6%; with 100% employer match about $352,800 at 4% or $235,200 at 6%. |
| 2016 | 1 | 2 | $477,787 | $9,404 | $4,702iApproximate average salary by contribution assumption: employee only about $117,550 at 4% or $78,367 at 6%; with 50% employer match about $78,367 at 4% or $52,244 at 6%; with 100% employer match about $58,775 at 4% or $39,183 at 6%. |
| Carpenter Smith Consulting LLC Retirement Plan | - | 2 | $477,787 | $9,404 | $4,702iApproximate average salary by contribution assumption: employee only about $117,550 at 4% or $78,367 at 6%; with 50% employer match about $78,367 at 4% or $52,244 at 6%; with 100% employer match about $58,775 at 4% or $39,183 at 6%. |