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JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameJOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST
Plan identification number 003

JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN F CARPENTER has sponsored the creation of one or more 401k plans.

Company Name:JOHN F CARPENTER
Employer identification number (EIN):141648765
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01JOHN F. CARPENTER, D.M.D.2024-11-21
0032023-01-01JOHN F. CARPENTER, D.M.D.2024-04-22
0032022-01-01JOHN F. CARPENTER, D.M.D.2023-06-25
0032021-01-01JOHN F. CARPENTER, D.M.D.2022-07-06
0032020-01-01JOHN F. CARPENTER, D.M.D.2021-06-26
0032019-01-01JOHN F. CARPENTER, D.M.D.2020-07-08
0032018-01-01JOHN F. CARPENTER, D.M.D.2019-04-24
0032017-01-01JOHN F. CARPENTER, D.M.D.2018-04-27
0032016-01-01JOHN F. CARPENTER, D.M.D.2017-06-29
0032015-01-01JOHN F. CARPENTER, D.M.D.2016-06-17
0032013-01-01JOHN F. CARPENTER, D.M.D.2014-07-30
0032012-01-01JOHN F. CARPENTER, D.M.D.2013-10-03
0032011-01-01JOHN F. CARPENTER, D.M.D.2012-07-06
0032010-01-01JOHN F. CARPENTER, D.M.D.2011-07-22

Plan Statistics for JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST

401k plan membership statisitcs for JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST

Measure Date Value
2024: JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-11-216
Total number of particpants at end of year2024-11-210
Number of Participants With Account Balances2024-11-210
Total number of particpants at beginning of year2024-04-227
Total number of particpants at end of year2024-04-226
Number of Participants With Account Balances2024-04-226
2022: JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-067
Total number of particpants at end of year2022-07-068
Number of Participants With Account Balances2022-07-068

Financial Data on JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST

Measure Date Value
2024 : JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-214397730
Net assets as of the end of the plan year2024-11-210
Total assets as of the beginning of the plan year2024-11-214247731
Value of plan covered by a fidelity bond2024-11-21500000
Other income to plan in this plan year2024-11-21149999
Plan net income in this plan year2024-11-21-4247731
Net assets as of the end of the plan year2024-11-210
Net assets as of the beginning of the plan year2024-11-214247731
Total liabilities as of the beginning of the plan year2024-04-220
Net assets as of the end of the plan year2024-04-224247731
Total assets as of the beginning of the plan year2024-04-223736870
Value of plan covered by a fidelity bond2024-04-22500000
Participant contributions to plan in this plan year2024-04-2239467
Other income to plan in this plan year2024-04-22462252
Plan net income in this plan year2024-04-22510861
Net assets as of the end of the plan year2024-04-224247731
Net assets as of the beginning of the plan year2024-04-223736870
Employer contributions to plan in this plan year2024-04-229142
2022 : JOHN F. CARPENTER, D.M.D. INCENTIVE SAVINGS PLAN AND TRUST 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-060
Total liabilities as of the beginning of the plan year2022-07-060
Total expenses incurred by plan in this plan year2022-07-0638233
Net assets as of the end of the plan year2022-07-063958027
Total assets as of the beginning of the plan year2022-07-063512903
Value of plan covered by a fidelity bond2022-07-06500000
Participant contributions to plan in this plan year2022-07-0654540
Other contributions to plan in this plan year2022-07-060
Other income to plan in this plan year2022-07-06400650
Plan net income in this plan year2022-07-06445124
Net assets as of the end of the plan year2022-07-063958027
Net assets as of the beginning of the plan year2022-07-063512903
Employer contributions to plan in this plan year2022-07-0628167
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-060

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