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CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN
Plan identification number 001

CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CHARLES E. CARPENTER has sponsored the creation of one or more 401k plans.

Company Name:CHARLES E. CARPENTER
Employer identification number (EIN):621493143
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01CHARLES CARPENTER2022-07-15
0012021-01-01CHARLES E. CARPENTER2022-07-31 CHARLES E. CARPENTER2022-07-31
0012020-01-01CHARLES E CARPENTER2021-07-07
0012019-01-01CHARLES E. CARPENTER2020-07-06
0012018-01-01CHARLES E CARPENTER2019-07-03
0012017-01-01CHARLES E. CARPENTER2018-06-20 CHARLES E. CARPENTER2018-06-20
0012016-01-01CHARLES E. CARPENTER2017-07-19 CHARLES E. CARPENTER2017-07-19
0012015-01-01CHARLES E CARPENTER
0012014-01-01CHARLES E CARPENTER CHARLES E CARPENTER2015-06-12
0012013-01-01CHARLES E CARPENTER
0012012-01-01CHARLES E CARPENTER2013-07-05
0012011-01-01CHARLES E CARPENTER2012-07-26
0012010-01-01CHARLES E CARPENTER2011-06-06

Plan Statistics for CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$26,467
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$335,528
Total plan assets at beginning of year2015-12-31$309,061
Total contributions received or receivable from participants2015-12-31$25,350
Other income received2015-12-31$-2,464
Net income (gross income less expenses)2015-12-31$26,467
Net plan assets at end of year (total assets less liabilities)2015-12-31$335,528
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$309,061
Assets. Value of participant loans2015-12-31$33,159
Total contributions received or receivable from employer(s)2015-12-31$3,581
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$46,538
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$309,061
Total plan assets at beginning of year2014-12-31$262,523
Total contributions received or receivable from participants2014-12-31$24,350
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$18,055
Net income (gross income less expenses)2014-12-31$46,538
Net plan assets at end of year (total assets less liabilities)2014-12-31$309,061
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$262,523
Assets. Value of participant loans2014-12-31$44,156
Total contributions received or receivable from employer(s)2014-12-31$4,133
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$92,112
Expenses. Total of all expenses incurred2013-12-31$74,481
Benefits paid (including direct rollovers)2013-12-31$74,481
Total plan assets at end of year2013-12-31$262,523
Total plan assets at beginning of year2013-12-31$244,892
Total contributions received or receivable from participants2013-12-31$23,900
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$58,188
Net income (gross income less expenses)2013-12-31$17,631
Net plan assets at end of year (total assets less liabilities)2013-12-31$262,523
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$244,892
Assets. Value of participant loans2013-12-31$43,909
Total contributions received or receivable from employer(s)2013-12-31$10,024
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0

Form 5500 Responses for CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN

2015: CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES E. CARPENTER 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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