Carpenter Investments Inc.
Plan context: Carpenter Investments 401(K) Plan
EIN 82-5123695 • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$376,230
2024 Contributions
$363,339
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $376,230 | $0 | - |
| Carpenter Investments 401(K) Plan | - | 2 | $376,230 | - | - |
| 2023 | 1 | 2 | $387,357 | $0 | - |
| Carpenter Investments 401(K) Plan | - | 2 | $387,357 | - | - |
| 2022 | 1 | 2 | $335,197 | $0 | - |
| Carpenter Investments 401(K) Plan | - | 2 | $335,197 | - | - |
| 2021 | 1 | 2 | $416,561 | $0 | - |
| Carpenter Investments 401(K) Plan | - | 2 | $416,561 | - | - |
| 2020 | 1 | 2 | $411,777 | $0 | - |
| Carpenter Investments 401(K) Plan | - | 2 | $411,777 | - | - |
| 2019 | 1 | 2 | $346,189 | $0 | - |
| Carpenter Investments 401(K) Plan | - | 2 | $346,189 | - | - |
| 2018 | 1 | 2 | $363,339 | $363,339 | $181,670iApproximate average salary by contribution assumption: employee only about $4,541,738 at 4% or $3,027,825 at 6%; with 50% employer match about $3,027,825 at 4% or $2,018,550 at 6%; with 100% employer match about $2,270,869 at 4% or $1,513,913 at 6%. |
| Carpenter Investments 401(K) Plan | - | 2 | $363,339 | $363,339 | $181,670iApproximate average salary by contribution assumption: employee only about $4,541,738 at 4% or $3,027,825 at 6%; with 50% employer match about $3,027,825 at 4% or $2,018,550 at 6%; with 100% employer match about $2,270,869 at 4% or $1,513,913 at 6%. |