CARPENTER & CAPT, CHARTERED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARPENTER & CAPT, CHARTERED SIMPLE 401(K)
| Measure | Date | Value |
|---|
| 2025: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-09 | 3 |
| Total number of particpants at end of year | 2025-07-09 | 3 |
| Number of Participants With Account Balances | 2025-07-09 | 2 |
| 2024: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-10 | 3 |
| Total number of particpants at end of year | 2024-07-10 | 3 |
| Number of Participants With Account Balances | 2024-07-10 | 2 |
| 2015: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 5 |
| Number of participants with account balances | 2010-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-09 | 125 |
| Net assets as of the end of the plan year | 2025-07-09 | 212146 |
| Total assets as of the beginning of the plan year | 2025-07-09 | 174073 |
| Value of plan covered by a fidelity bond | 2025-07-09 | 300000 |
| Participant contributions to plan in this plan year | 2025-07-09 | 23350 |
| Other income to plan in this plan year | 2025-07-09 | 12048 |
| Plan net income in this plan year | 2025-07-09 | 38073 |
| Net assets as of the end of the plan year | 2025-07-09 | 212146 |
| Net assets as of the beginning of the plan year | 2025-07-09 | 174073 |
| Value of employer contributions paid | 2025-07-09 | 0 |
| Employer contributions to plan in this plan year | 2025-07-09 | 2800 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-09 | 125 |
| 2024 : CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-10 | 500 |
| Net assets as of the end of the plan year | 2024-07-10 | 174073 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 125079 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 300000 |
| Participant contributions to plan in this plan year | 2024-07-10 | 15000 |
| Other income to plan in this plan year | 2024-07-10 | 31694 |
| Plan net income in this plan year | 2024-07-10 | 48994 |
| Net assets as of the end of the plan year | 2024-07-10 | 174073 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 125079 |
| Value of employer contributions paid | 2024-07-10 | 0 |
| Employer contributions to plan in this plan year | 2024-07-10 | 2800 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-10 | 500 |
| 2015 : CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $2,596 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $153,778 |
| Total plan assets at beginning of year | 2015-12-31 | $151,182 |
| Other income received | 2015-12-31 | $2,596 |
| Net income (gross income less expenses) | 2015-12-31 | $2,596 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $153,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $151,182 |
| Assets. Value of participant loans | 2015-12-31 | $51,150 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $6,674 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $151,182 |
| Total plan assets at beginning of year | 2014-12-31 | $144,508 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $6,674 |
| Net income (gross income less expenses) | 2014-12-31 | $6,674 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $151,182 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $144,508 |
| Assets. Value of participant loans | 2014-12-31 | $39,479 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $15,153 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $144,508 |
| Total plan assets at beginning of year | 2013-12-31 | $129,355 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $400 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $14,538 |
| Net income (gross income less expenses) | 2013-12-31 | $15,153 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $144,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $129,355 |
| Assets. Value of participant loans | 2013-12-31 | $32,854 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $215 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $10,518 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,868 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,868 |
| Total plan assets at end of year | 2012-12-31 | $129,355 |
| Total plan assets at beginning of year | 2012-12-31 | $121,705 |
| Total contributions received or receivable from participants | 2012-12-31 | $100 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $10,345 |
| Net income (gross income less expenses) | 2012-12-31 | $7,650 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $129,355 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $121,705 |
| Assets. Value of participant loans | 2012-12-31 | $44,807 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $73 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $2,241 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $121,705 |
| Total plan assets at beginning of year | 2011-12-31 | $119,463 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $2,241 |
| Net income (gross income less expenses) | 2011-12-31 | $2,241 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $121,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $119,463 |
| Assets. Value of participant loans | 2011-12-31 | $54,088 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $17,374 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $119,463 |
| Total plan assets at beginning of year | 2010-12-31 | $102,090 |
| Total contributions received or receivable from participants | 2010-12-31 | $4,800 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $10,710 |
| Net income (gross income less expenses) | 2010-12-31 | $17,374 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $119,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $102,090 |
| Assets. Value of participant loans | 2010-12-31 | $51,759 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,864 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| 2015: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CARPENTER & CAPT, CHARTERED SIMPLE 401(K) 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |