Civic Intelligence

Carrier Process Equipment Group Inc.

Plan context: CARRIER PROCESS EQUIPMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

EIN 81-2418317 • Louisville, KY • 26 filings • 4 plans

3400 Fern Valley RoadLouisville, KY 40233-7070
Current Snapshot

Latest Year

2023

2023 Participants

292

2023 Assets

$113,041,335

2023 Contributions

$2,923,034

Historical Graphs

Total Assets Over Time

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

$113,041,335$56,520,668$0201620202023YearValue
$113,041,335Latest year 2023

Participants Over Time

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

2921460201520192023YearValue
292Latest year 2023

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
20234292$113,041,335$2,923,034$10,010iApproximate average salary by contribution assumption: employee only about $250,260 at 4% or $166,840 at 6%; with 50% employer match about $166,840 at 4% or $111,227 at 6%; with 100% employer match about $125,130 at 4% or $83,420 at 6%.
CARRIER PROCESS EQUIPMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN-227$82,484,369$768,444$3,385iApproximate average salary by contribution assumption: employee only about $84,630 at 4% or $56,420 at 6%; with 50% employer match about $56,420 at 4% or $37,614 at 6%; with 100% employer match about $42,315 at 4% or $28,210 at 6%.
CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST-226$23,944,119$1,119,590$4,954iApproximate average salary by contribution assumption: employee only about $123,848 at 4% or $82,566 at 6%; with 50% employer match about $82,566 at 4% or $55,044 at 6%; with 100% employer match about $61,924 at 4% or $41,283 at 6%.
Carrier Process Equipment Group Inc. Cash Balance Plan-292$6,612,847$1,035,000$3,545iApproximate average salary by contribution assumption: employee only about $88,613 at 4% or $59,075 at 6%; with 50% employer match about $59,075 at 4% or $39,384 at 6%; with 100% employer match about $44,307 at 4% or $29,538 at 6%.
Carrier Process Equipment Group Inc. Welfare Benefit Plan-275---
20224253$106,948,915$7,032,846$27,798iApproximate average salary by contribution assumption: employee only about $694,945 at 4% or $463,297 at 6%; with 50% employer match about $463,297 at 4% or $308,865 at 6%; with 100% employer match about $347,473 at 4% or $231,648 at 6%.
CARRIER PROCESS EQUIPMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN-217$80,308,534$2,735,319$12,605iApproximate average salary by contribution assumption: employee only about $315,129 at 4% or $210,086 at 6%; with 50% employer match about $210,086 at 4% or $140,057 at 6%; with 100% employer match about $157,564 at 4% or $105,043 at 6%.
CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST-202$21,646,630$3,093,527$15,314iApproximate average salary by contribution assumption: employee only about $382,862 at 4% or $255,242 at 6%; with 50% employer match about $255,242 at 4% or $170,161 at 6%; with 100% employer match about $191,431 at 4% or $127,621 at 6%.
Carrier Process Equipment Group Inc. Cash Balance Plan-253$4,993,751$1,204,000$4,759iApproximate average salary by contribution assumption: employee only about $118,972 at 4% or $79,315 at 6%; with 50% employer match about $79,315 at 4% or $52,877 at 6%; with 100% employer match about $59,486 at 4% or $39,657 at 6%.
Carrier Process Equipment Group Inc. Welfare Benefit Plan-248---
20214248$98,236,087$5,541,250$22,344iApproximate average salary by contribution assumption: employee only about $558,594 at 4% or $372,396 at 6%; with 50% employer match about $372,396 at 4% or $248,264 at 6%; with 100% employer match about $279,297 at 4% or $186,198 at 6%.
CARRIER PROCESS EQUIPMENT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN-193$73,412,948$3,321,138$17,208iApproximate average salary by contribution assumption: employee only about $430,199 at 4% or $286,799 at 6%; with 50% employer match about $286,799 at 4% or $191,200 at 6%; with 100% employer match about $215,100 at 4% or $143,400 at 6%.
CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST-193$20,860,126$1,426,017$7,389iApproximate average salary by contribution assumption: employee only about $184,717 at 4% or $123,145 at 6%; with 50% employer match about $123,145 at 4% or $82,097 at 6%; with 100% employer match about $92,359 at 4% or $61,572 at 6%.
Carrier Process Equipment Group Inc. Cash Balance Plan-235$3,963,013$794,095$3,379iApproximate average salary by contribution assumption: employee only about $84,478 at 4% or $56,319 at 6%; with 50% employer match about $56,319 at 4% or $37,546 at 6%; with 100% employer match about $42,239 at 4% or $28,159 at 6%.
Carrier Process Equipment Group Inc. Welfare Benefit Plan-248---
20203235$28,751,637$1,904,628$8,105iApproximate average salary by contribution assumption: employee only about $202,620 at 4% or $135,080 at 6%; with 50% employer match about $135,080 at 4% or $90,053 at 6%; with 100% employer match about $101,310 at 4% or $67,540 at 6%.
CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST-200$25,041,430$1,230,583$6,153iApproximate average salary by contribution assumption: employee only about $153,823 at 4% or $102,549 at 6%; with 50% employer match about $102,549 at 4% or $68,366 at 6%; with 100% employer match about $76,911 at 4% or $51,274 at 6%.
Carrier Process Equipment Group Inc. Cash Balance Plan-235$3,710,207$674,045$2,868iApproximate average salary by contribution assumption: employee only about $71,707 at 4% or $47,805 at 6%; with 50% employer match about $47,805 at 4% or $31,870 at 6%; with 100% employer match about $35,853 at 4% or $23,902 at 6%.
Carrier Process Equipment Group Inc. Welfare Benefit Plan-228---
20193172$21,674,989$1,812,965$10,540iApproximate average salary by contribution assumption: employee only about $263,512 at 4% or $175,675 at 6%; with 50% employer match about $175,675 at 4% or $117,117 at 6%; with 100% employer match about $131,756 at 4% or $87,837 at 6%.
CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST-141$18,959,830$1,144,685$8,118iApproximate average salary by contribution assumption: employee only about $202,958 at 4% or $135,306 at 6%; with 50% employer match about $135,306 at 4% or $90,204 at 6%; with 100% employer match about $101,479 at 4% or $67,653 at 6%.
Carrier Process Equipment Group Inc. Cash Balance Plan-164$2,715,159$668,280$4,075iApproximate average salary by contribution assumption: employee only about $101,872 at 4% or $67,915 at 6%; with 50% employer match about $67,915 at 4% or $45,276 at 6%; with 100% employer match about $50,936 at 4% or $33,957 at 6%.
Carrier Process Equipment Group Inc. Welfare Benefit Plan-172---
20183162$20,263,423$1,612,246$9,952iApproximate average salary by contribution assumption: employee only about $248,803 at 4% or $165,869 at 6%; with 50% employer match about $165,869 at 4% or $110,579 at 6%; with 100% employer match about $124,402 at 4% or $82,934 at 6%.
CARRIER PROCESS EQUIPMENT GROUP, INC. 401(K) PLAN AND TRUST-139$18,245,171$1,085,050$7,806iApproximate average salary by contribution assumption: employee only about $195,153 at 4% or $130,102 at 6%; with 50% employer match about $130,102 at 4% or $86,735 at 6%; with 100% employer match about $97,576 at 4% or $65,051 at 6%.
Carrier Process Equipment Group Inc. Cash Balance Plan-162$2,018,252$527,196$3,254iApproximate average salary by contribution assumption: employee only about $81,357 at 4% or $54,238 at 6%; with 50% employer match about $54,238 at 4% or $36,159 at 6%; with 100% employer match about $40,679 at 4% or $27,119 at 6%.
Carrier Process Equipment Group Inc. Welfare Benefit Plan-162---
20172161$1,418,432$700,000$4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
Carrier Process Equipment Group Inc. Cash Balance Plan-161$1,418,432$700,000$4,348iApproximate average salary by contribution assumption: employee only about $108,696 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
Carrier Process Equipment Group Inc. Welfare Benefit Plan-128---
20162149$758,000$758,000$5,087iApproximate average salary by contribution assumption: employee only about $127,181 at 4% or $84,787 at 6%; with 50% employer match about $84,787 at 4% or $56,525 at 6%; with 100% employer match about $63,591 at 4% or $42,394 at 6%.
Carrier Process Equipment Group Inc. Cash Balance Plan-149$758,000$758,000$5,087iApproximate average salary by contribution assumption: employee only about $127,181 at 4% or $84,787 at 6%; with 50% employer match about $84,787 at 4% or $56,525 at 6%; with 100% employer match about $63,591 at 4% or $42,394 at 6%.
Carrier Process Equipment Group Inc. Welfare Benefit Plan-149---
20151118$0$0-
Carrier Process Equipment Group Inc. Welfare Benefit Plan-118---