CARPENTER & SCHUMACHER, P.C. has sponsored the creation of one or more 401k plans.
Additional information about CARPENTER & SCHUMACHER, P.C.
Submission information for form 5500 for 401k plan CARPENTER & SCHUMACHER, P.C. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2025 : CARPENTER & SCHUMACHER, P.C. RETIREMENT TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-23 | 23115 |
| Net assets as of the end of the plan year | 2025-06-23 | 3717678 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 3149757 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 385500 |
| Participant contributions to plan in this plan year | 2025-06-23 | 68844 |
| Other expenses paid from plan in this plan year | 2025-06-23 | 22610 |
| Other income to plan in this plan year | 2025-06-23 | 471432 |
| Plan net income in this plan year | 2025-06-23 | 567921 |
| Net assets as of the end of the plan year | 2025-06-23 | 3717678 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 3149757 |
| Employer contributions to plan in this plan year | 2025-06-23 | 50760 |
| 2024 : CARPENTER & SCHUMACHER, P.C. RETIREMENT TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-18 | 18942 |
| Net assets as of the end of the plan year | 2024-06-18 | 3149757 |
| Total assets as of the beginning of the plan year | 2024-06-18 | 2527251 |
| Value of plan covered by a fidelity bond | 2024-06-18 | 385500 |
| Participant contributions to plan in this plan year | 2024-06-18 | 142835 |
| Other contributions to plan in this plan year | 2024-06-18 | 0 |
| Other income to plan in this plan year | 2024-06-18 | 455284 |
| Plan net income in this plan year | 2024-06-18 | 622506 |
| Net assets as of the end of the plan year | 2024-06-18 | 3149757 |
| Net assets as of the beginning of the plan year | 2024-06-18 | 2527251 |
| Employer contributions to plan in this plan year | 2024-06-18 | 43329 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-18 | 18942 |
| 2022 : CARPENTER & SCHUMACHER, P.C. RETIREMENT TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-23 | 16899 |
| Net assets as of the end of the plan year | 2022-06-23 | 2872535 |
| Total assets as of the beginning of the plan year | 2022-06-23 | 2363415 |
| Value of plan covered by a fidelity bond | 2022-06-23 | 385000 |
| Participant contributions to plan in this plan year | 2022-06-23 | 88321 |
| Other income to plan in this plan year | 2022-06-23 | 437698 |
| Plan net income in this plan year | 2022-06-23 | 509120 |
| Net assets as of the end of the plan year | 2022-06-23 | 2872535 |
| Net assets as of the beginning of the plan year | 2022-06-23 | 2363415 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-23 | 16899 |
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