Carpenter, Petersen & Associates,
Plan context: Carpenter, Petersen & Associates, CPA'S LLP 401(K) Savings Plan
EIN 93-4563647 • 1 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$5,668,332
2024 Contributions
$305,108
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 | 8 | $5,668,332 | $305,108 | $38,139iApproximate average salary by contribution assumption: employee only about $953,463 at 4% or $635,642 at 6%; with 50% employer match about $635,642 at 4% or $423,761 at 6%; with 100% employer match about $476,731 at 4% or $317,821 at 6%. |
| Carpenter, Petersen & Associates, CPA'S LLP 401(K) Savings Plan | - | 8 | $5,668,332 | $305,108 | $38,139iApproximate average salary by contribution assumption: employee only about $953,463 at 4% or $635,642 at 6%; with 50% employer match about $635,642 at 4% or $423,761 at 6%; with 100% employer match about $476,731 at 4% or $317,821 at 6%. |