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PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 401k Plan overview

Plan NamePENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE
Plan identification number 002

PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

CARPENTERS FUNDS ADMINISTRATIVE OFFICE OFFICE OF NORTHERN CALIFORNIA, has sponsored the creation of one or more 401k plans.

Company Name:CARPENTERS FUNDS ADMINISTRATIVE OFFICE OFFICE OF NORTHERN CALIFORNIA,
Employer identification number (EIN):941557079
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-09-01JAY BRADSHAW2023-06-12 DAVID A LEE2023-06-12
0022020-09-01JAY BRADSHAW2022-06-07 DAVID A. LEE2022-06-07
0022019-09-01ROBERT ALVARADO2021-06-10 DAVID A. LEE2021-06-11
0022018-09-01ROBERT ALVERADO2020-06-30 DAVID LEE2020-06-30
0022017-09-01DAVID LEE2019-06-03 ROBERT ALVARADO
0022016-09-01
0022015-09-01
0022014-09-01
0022013-09-01
0022012-09-01GENE H. PRICE
0022011-09-01GENE H. PRICE
0022009-09-01DAVID LEE

Plan Statistics for PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE

401k plan membership statisitcs for PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE

Measure Date Value
2022: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2022 401k membership
Market value of plan assets2022-08-3120,828,317
Acturial value of plan assets2022-08-3118,868,469
Funding target for retired participants and beneficiaries receiving payment2022-08-3111,536,735
Number of terminated vested participants2022-08-312
Fundng target for terminated vested participants2022-08-31190,798
Active participant vested funding target2022-08-314,690,196
Number of active participants2022-08-3120
Total funding liabilities for active participants2022-08-315,137,542
Total participant count2022-08-3150
Total funding target for all participants2022-08-3116,865,075
Balance at beginning of prior year after applicable adjustments2022-08-310
Prefunding balance at beginning of prior year after applicable adjustments2022-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-08-310
Prefunding balanced used to offset prior years funding requirement2022-08-310
Present value of excess contributions2022-08-31303,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-08-31319,732
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-08-310
Reductions in caryover balances due to elections or deemed elections2022-08-310
Reductions in prefunding balances due to elections or deemed elections2022-08-310
Balance of carryovers at beginning of current year2022-08-310
Balance of prefunding at beginning of current year2022-08-310
Total employer contributions2022-08-31192,672
Contributions allocated toward unpaid minimum require contributions from prior years2022-08-310
Contributions made to avoid restrictions adjusted to valuation date2022-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-08-31184,866
Remaining amount of unpaid minimum required contributions2022-08-310
Minimum required contributions for current year target normal cost2022-08-31598,854
Net shortfall amortization installment of oustanding balance2022-08-310
Waiver amortization installment2022-08-310
Carryover balance elected to use to offset funding requirement2022-08-310
Prefunding balance elected to use to offset funding requirement2022-08-310
Contributions allocatedtoward minimum required contributions for current year2022-08-31184,866
Unpaid minimum required contributions for current year2022-08-310
Unpaid minimum required contributions for all years2022-08-310
2021: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2021 401k membership
Total participants, beginning-of-year2021-09-0151
Total number of active participants reported on line 7a of the Form 55002021-09-0121
Number of retired or separated participants receiving benefits2021-09-0127
Number of other retired or separated participants entitled to future benefits2021-09-011
Total of all active and inactive participants2021-09-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-011
Total participants2021-09-0150
Number of participants with account balances2021-09-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
Market value of plan assets2021-08-3117,805,747
Acturial value of plan assets2021-08-3117,355,831
Funding target for retired participants and beneficiaries receiving payment2021-08-3111,467,764
Number of terminated vested participants2021-08-312
Fundng target for terminated vested participants2021-08-31185,757
Active participant vested funding target2021-08-315,010,545
Number of active participants2021-08-3120
Total funding liabilities for active participants2021-08-315,350,188
Total participant count2021-08-3149
Total funding target for all participants2021-08-3117,003,709
Balance at beginning of prior year after applicable adjustments2021-08-310
Prefunding balance at beginning of prior year after applicable adjustments2021-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-08-310
Prefunding balanced used to offset prior years funding requirement2021-08-310
Present value of excess contributions2021-08-31347,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-08-31366,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-08-310
Reductions in caryover balances due to elections or deemed elections2021-08-310
Reductions in prefunding balances due to elections or deemed elections2021-08-310
Balance of carryovers at beginning of current year2021-08-310
Balance of prefunding at beginning of current year2021-08-310
Total employer contributions2021-08-31510,854
Contributions allocated toward unpaid minimum require contributions from prior years2021-08-310
Contributions made to avoid restrictions adjusted to valuation date2021-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-08-31495,736
Remaining amount of unpaid minimum required contributions2021-08-310
Minimum required contributions for current year target normal cost2021-08-31544,392
Net shortfall amortization installment of oustanding balance2021-08-310
Waiver amortization installment2021-08-310
Total funding amount beforereflecting carryover/prefunding balances2021-08-31192,270
Carryover balance elected to use to offset funding requirement2021-08-310
Prefunding balance elected to use to offset funding requirement2021-08-310
Additional cash requirement2021-08-31192,270
Contributions allocatedtoward minimum required contributions for current year2021-08-31495,736
Unpaid minimum required contributions for current year2021-08-310
Unpaid minimum required contributions for all years2021-08-310
2020: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2020 401k membership
Total participants, beginning-of-year2020-09-0149
Total number of active participants reported on line 7a of the Form 55002020-09-0121
Number of retired or separated participants receiving benefits2020-09-0127
Number of other retired or separated participants entitled to future benefits2020-09-012
Total of all active and inactive participants2020-09-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-011
Total participants2020-09-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
Market value of plan assets2020-08-3116,403,512
Acturial value of plan assets2020-08-3116,415,873
Funding target for retired participants and beneficiaries receiving payment2020-08-318,088,898
Number of terminated vested participants2020-08-313
Fundng target for terminated vested participants2020-08-31562,485
Active participant vested funding target2020-08-317,149,764
Number of active participants2020-08-3122
Total funding liabilities for active participants2020-08-317,430,517
Total participant count2020-08-3150
Total funding target for all participants2020-08-3116,081,900
Balance at beginning of prior year after applicable adjustments2020-08-310
Prefunding balance at beginning of prior year after applicable adjustments2020-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-310
Prefunding balanced used to offset prior years funding requirement2020-08-310
Amount remaining of carryover balance2020-08-310
Amount remaining of prefunding balance2020-08-310
Present value of excess contributions2020-08-31423,819
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-31447,850
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-310
Reductions in caryover balances due to elections or deemed elections2020-08-310
Reductions in prefunding balances due to elections or deemed elections2020-08-310
Balance of carryovers at beginning of current year2020-08-310
Balance of prefunding at beginning of current year2020-08-310
Total employer contributions2020-08-31536,666
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-310
Contributions made to avoid restrictions adjusted to valuation date2020-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-31522,925
Unpaid minimum required contributions for all prior years2020-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-310
Remaining amount of unpaid minimum required contributions2020-08-310
Minimum required contributions for current year target normal cost2020-08-31509,202
Net shortfall amortization installment of oustanding balance2020-08-310
Waiver amortization installment2020-08-310
Total funding amount beforereflecting carryover/prefunding balances2020-08-31175,229
Carryover balance elected to use to offset funding requirement2020-08-310
Prefunding balance elected to use to offset funding requirement2020-08-310
Additional cash requirement2020-08-31175,229
Contributions allocatedtoward minimum required contributions for current year2020-08-31522,925
Unpaid minimum required contributions for current year2020-08-310
Unpaid minimum required contributions for all years2020-08-310
2019: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2019 401k membership
Total participants, beginning-of-year2019-09-0150
Total number of active participants reported on line 7a of the Form 55002019-09-0120
Number of retired or separated participants receiving benefits2019-09-0127
Number of other retired or separated participants entitled to future benefits2019-09-012
Total of all active and inactive participants2019-09-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
Market value of plan assets2019-08-3116,058,988
Acturial value of plan assets2019-08-3115,469,554
Funding target for retired participants and beneficiaries receiving payment2019-08-318,625,420
Number of terminated vested participants2019-08-312
Fundng target for terminated vested participants2019-08-31158,206
Active participant vested funding target2019-08-316,122,198
Number of active participants2019-08-3119
Total funding liabilities for active participants2019-08-316,366,372
Total participant count2019-08-3147
Total funding target for all participants2019-08-3115,149,998
Balance at beginning of prior year after applicable adjustments2019-08-310
Prefunding balance at beginning of prior year after applicable adjustments2019-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-08-310
Prefunding balanced used to offset prior years funding requirement2019-08-310
Amount remaining of carryover balance2019-08-310
Amount remaining of prefunding balance2019-08-310
Present value of excess contributions2019-08-31272,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-31288,735
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-08-310
Reductions in caryover balances due to elections or deemed elections2019-08-310
Reductions in prefunding balances due to elections or deemed elections2019-08-310
Balance of carryovers at beginning of current year2019-08-310
Balance of prefunding at beginning of current year2019-08-310
Total employer contributions2019-08-31465,804
Total employee contributions2019-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-08-310
Contributions made to avoid restrictions adjusted to valuation date2019-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-08-31445,699
Unpaid minimum required contributions for all prior years2019-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-08-310
Remaining amount of unpaid minimum required contributions2019-08-310
Minimum required contributions for current year target normal cost2019-08-31341,436
Net shortfall amortization installment of oustanding balance2019-08-310
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-3121,880
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-3121,880
Contributions allocatedtoward minimum required contributions for current year2019-08-31445,699
Unpaid minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for all years2019-08-310
2018: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2018 401k membership
Total participants, beginning-of-year2018-09-0147
Total number of active participants reported on line 7a of the Form 55002018-09-0122
Number of retired or separated participants receiving benefits2018-09-0125
Number of other retired or separated participants entitled to future benefits2018-09-013
Total of all active and inactive participants2018-09-0150
Total participants2018-09-0150
Market value of plan assets2018-08-3115,066,462
Acturial value of plan assets2018-08-3114,651,606
Funding target for retired participants and beneficiaries receiving payment2018-08-318,383,044
Number of terminated vested participants2018-08-312
Fundng target for terminated vested participants2018-08-31141,737
Active participant vested funding target2018-08-315,110,090
Number of active participants2018-08-3118
Total funding liabilities for active participants2018-08-315,286,702
Total participant count2018-08-3146
Total funding target for all participants2018-08-3113,811,483
Balance at beginning of prior year after applicable adjustments2018-08-310
Prefunding balance at beginning of prior year after applicable adjustments2018-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-310
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-310
Amount remaining of prefunding balance2018-08-310
Present value of excess contributions2018-08-31245,955
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-31260,786
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-08-310
Reductions in caryover balances due to elections or deemed elections2018-08-310
Reductions in prefunding balances due to elections or deemed elections2018-08-310
Balance of carryovers at beginning of current year2018-08-310
Balance of prefunding at beginning of current year2018-08-310
Total employer contributions2018-08-31281,202
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-31272,803
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-31393,796
Net shortfall amortization installment of oustanding balance2018-08-310
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-310
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-310
Contributions allocatedtoward minimum required contributions for current year2018-08-31272,803
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2017 401k membership
Total participants, beginning-of-year2017-09-0147
Total number of active participants reported on line 7a of the Form 55002017-09-0119
Number of retired or separated participants receiving benefits2017-09-0126
Number of other retired or separated participants entitled to future benefits2017-09-012
Total of all active and inactive participants2017-09-0147
Total participants2017-09-0147
Market value of plan assets2017-08-3114,077,952
Acturial value of plan assets2017-08-3114,321,275
Funding target for retired participants and beneficiaries receiving payment2017-08-315,554,911
Number of terminated vested participants2017-08-312
Fundng target for terminated vested participants2017-08-31129,088
Active participant vested funding target2017-08-317,101,846
Number of active participants2017-08-3118
Total funding liabilities for active participants2017-08-317,231,107
Total participant count2017-08-3144
Total funding target for all participants2017-08-3112,915,106
Balance at beginning of prior year after applicable adjustments2017-08-310
Prefunding balance at beginning of prior year after applicable adjustments2017-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-08-310
Prefunding balanced used to offset prior years funding requirement2017-08-310
Amount remaining of carryover balance2017-08-310
Amount remaining of prefunding balance2017-08-310
Present value of excess contributions2017-08-31313,545
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-31333,047
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-08-310
Reductions in caryover balances due to elections or deemed elections2017-08-310
Reductions in prefunding balances due to elections or deemed elections2017-08-310
Balance of carryovers at beginning of current year2017-08-310
Balance of prefunding at beginning of current year2017-08-310
Total employer contributions2017-08-31259,451
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-31245,955
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-31362,613
Net shortfall amortization installment of oustanding balance2017-08-310
Waiver amortization installment2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-310
Carryover balance elected to use to offset funding requirement2017-08-310
Prefunding balance elected to use to offset funding requirement2017-08-310
Additional cash requirement2017-08-310
Contributions allocatedtoward minimum required contributions for current year2017-08-31245,955
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310
2016: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2016 401k membership
Total participants, beginning-of-year2016-09-0144
Total number of active participants reported on line 7a of the Form 55002016-09-0119
Number of retired or separated participants receiving benefits2016-09-0126
Number of other retired or separated participants entitled to future benefits2016-09-012
Total of all active and inactive participants2016-09-0147
Total participants2016-09-0147
2015: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2015 401k membership
Total participants, beginning-of-year2015-09-0145
Total number of active participants reported on line 7a of the Form 55002015-09-0118
Number of retired or separated participants receiving benefits2015-09-0124
Number of other retired or separated participants entitled to future benefits2015-09-012
Total of all active and inactive participants2015-09-0144
Total participants2015-09-0144
2014: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2014 401k membership
Total participants, beginning-of-year2014-09-0145
Total number of active participants reported on line 7a of the Form 55002014-09-0118
Number of retired or separated participants receiving benefits2014-09-0124
Number of other retired or separated participants entitled to future benefits2014-09-013
Total of all active and inactive participants2014-09-0145
Total participants2014-09-0145
2013: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2013 401k membership
Total participants, beginning-of-year2013-09-0144
Total number of active participants reported on line 7a of the Form 55002013-09-0117
Number of retired or separated participants receiving benefits2013-09-0125
Number of other retired or separated participants entitled to future benefits2013-09-013
Total of all active and inactive participants2013-09-0145
Total participants2013-09-0145
2012: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2012 401k membership
Total participants, beginning-of-year2012-09-0144
Total number of active participants reported on line 7a of the Form 55002012-09-0116
Number of retired or separated participants receiving benefits2012-09-0124
Number of other retired or separated participants entitled to future benefits2012-09-014
Total of all active and inactive participants2012-09-0144
Total participants2012-09-0144
2011: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2011 401k membership
Total participants, beginning-of-year2011-09-0144
Total number of active participants reported on line 7a of the Form 55002011-09-0116
Number of retired or separated participants receiving benefits2011-09-0124
Number of other retired or separated participants entitled to future benefits2011-09-014
Total of all active and inactive participants2011-09-0144
Total participants2011-09-0144
2009: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2009 401k membership
Total participants, beginning-of-year2009-09-0146
Total number of active participants reported on line 7a of the Form 55002009-09-0118
Number of retired or separated participants receiving benefits2009-09-0124
Number of other retired or separated participants entitled to future benefits2009-09-014
Total of all active and inactive participants2009-09-0146
Total participants2009-09-0146

Financial Data on PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE

Measure Date Value
2022 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2022 401k financial data
Total income from all sources2022-08-31$-1,183,740
Expenses. Total of all expenses incurred2022-08-31$1,092,299
Benefits paid (including direct rollovers)2022-08-31$1,078,551
Total plan assets at end of year2022-08-31$18,552,278
Total plan assets at beginning of year2022-08-31$20,828,317
Value of fidelity bond covering the plan2022-08-31$1,000,000
Other income received2022-08-31$-1,376,412
Net income (gross income less expenses)2022-08-31$-2,276,039
Net plan assets at end of year (total assets less liabilities)2022-08-31$18,552,278
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$20,828,317
Assets. Value of assets in partnership/joint-venture interests2022-08-31$2,853,445
Total contributions received or receivable from employer(s)2022-08-31$192,672
Expenses. Administrative service providers (salaries,fees and commissions)2022-08-31$13,748
2021 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2021 401k financial data
Total income from all sources2021-08-31$4,090,893
Expenses. Total of all expenses incurred2021-08-31$1,068,323
Benefits paid (including direct rollovers)2021-08-31$1,053,659
Total plan assets at end of year2021-08-31$20,828,317
Total plan assets at beginning of year2021-08-31$17,805,747
Value of fidelity bond covering the plan2021-08-31$1,000,000
Other income received2021-08-31$3,580,039
Net income (gross income less expenses)2021-08-31$3,022,570
Net plan assets at end of year (total assets less liabilities)2021-08-31$20,828,317
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$17,805,747
Assets. Value of assets in partnership/joint-venture interests2021-08-31$2,824,689
Total contributions received or receivable from employer(s)2021-08-31$510,854
Expenses. Administrative service providers (salaries,fees and commissions)2021-08-31$14,664
2020 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2020 401k financial data
Total income from all sources2020-08-31$2,370,882
Expenses. Total of all expenses incurred2020-08-31$968,647
Benefits paid (including direct rollovers)2020-08-31$952,240
Total plan assets at end of year2020-08-31$17,805,747
Total plan assets at beginning of year2020-08-31$16,403,512
Value of fidelity bond covering the plan2020-08-31$1,000,000
Other income received2020-08-31$1,834,216
Net income (gross income less expenses)2020-08-31$1,402,235
Net plan assets at end of year (total assets less liabilities)2020-08-31$17,805,747
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$16,403,512
Assets. Value of assets in partnership/joint-venture interests2020-08-31$2,638,515
Total contributions received or receivable from employer(s)2020-08-31$536,666
Expenses. Administrative service providers (salaries,fees and commissions)2020-08-31$16,407
2019 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2019 401k financial data
Total income from all sources2019-08-31$1,168,681
Expenses. Total of all expenses incurred2019-08-31$824,157
Benefits paid (including direct rollovers)2019-08-31$806,571
Total plan assets at end of year2019-08-31$16,403,512
Total plan assets at beginning of year2019-08-31$16,058,988
Value of fidelity bond covering the plan2019-08-31$1,000,000
Other income received2019-08-31$702,877
Net income (gross income less expenses)2019-08-31$344,524
Net plan assets at end of year (total assets less liabilities)2019-08-31$16,403,512
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$16,058,988
Assets. Value of assets in partnership/joint-venture interests2019-08-31$2,594,387
Total contributions received or receivable from employer(s)2019-08-31$465,804
Expenses. Administrative service providers (salaries,fees and commissions)2019-08-31$17,586
2017 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2017 401k financial data
Total income from all sources2017-08-31$1,806,253
Expenses. Total of all expenses incurred2017-08-31$817,743
Benefits paid (including direct rollovers)2017-08-31$802,841
Total plan assets at end of year2017-08-31$15,066,462
Total plan assets at beginning of year2017-08-31$14,077,952
Value of fidelity bond covering the plan2017-08-31$1,000,000
Other income received2017-08-31$1,540,711
Net income (gross income less expenses)2017-08-31$988,510
Net plan assets at end of year (total assets less liabilities)2017-08-31$15,066,462
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$14,077,952
Assets. Value of assets in partnership/joint-venture interests2017-08-31$2,163,399
Total contributions received or receivable from employer(s)2017-08-31$265,542
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$14,902
2016 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2016 401k financial data
Total income from all sources2016-08-31$1,405,992
Expenses. Total of all expenses incurred2016-08-31$674,006
Benefits paid (including direct rollovers)2016-08-31$661,064
Total plan assets at end of year2016-08-31$14,077,952
Total plan assets at beginning of year2016-08-31$13,345,966
Value of fidelity bond covering the plan2016-08-31$1,000,000
Other income received2016-08-31$922,535
Net income (gross income less expenses)2016-08-31$731,986
Net plan assets at end of year (total assets less liabilities)2016-08-31$14,077,952
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$13,345,966
Assets. Value of assets in partnership/joint-venture interests2016-08-31$1,235,339
Total contributions received or receivable from employer(s)2016-08-31$483,457
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$12,942
2015 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2015 401k financial data
Total income from all sources2015-08-31$931,505
Expenses. Total of all expenses incurred2015-08-31$665,272
Benefits paid (including direct rollovers)2015-08-31$656,288
Total plan assets at end of year2015-08-31$13,345,966
Total plan assets at beginning of year2015-08-31$13,079,733
Value of fidelity bond covering the plan2015-08-31$1,000,000
Other income received2015-08-31$196,797
Net income (gross income less expenses)2015-08-31$266,233
Net plan assets at end of year (total assets less liabilities)2015-08-31$13,345,966
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$13,079,733
Assets. Value of assets in partnership/joint-venture interests2015-08-31$1,161,103
Total contributions received or receivable from employer(s)2015-08-31$734,708
Expenses. Administrative service providers (salaries,fees and commissions)2015-08-31$8,984
2014 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2014 401k financial data
Total income from all sources2014-08-31$2,585,205
Expenses. Total of all expenses incurred2014-08-31$665,380
Benefits paid (including direct rollovers)2014-08-31$658,891
Total plan assets at end of year2014-08-31$13,079,733
Total plan assets at beginning of year2014-08-31$11,159,908
Value of fidelity bond covering the plan2014-08-31$1,000,000
Other income received2014-08-31$1,639,925
Net income (gross income less expenses)2014-08-31$1,919,825
Net plan assets at end of year (total assets less liabilities)2014-08-31$13,079,733
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$11,159,908
Assets. Value of assets in partnership/joint-venture interests2014-08-31$1,137,473
Total contributions received or receivable from employer(s)2014-08-31$945,280
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$6,489
2013 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2013 401k financial data
Total income from all sources2013-08-31$2,133,341
Expenses. Total of all expenses incurred2013-08-31$662,662
Benefits paid (including direct rollovers)2013-08-31$656,749
Total plan assets at end of year2013-08-31$11,159,908
Total plan assets at beginning of year2013-08-31$9,689,229
Value of fidelity bond covering the plan2013-08-31$1,000,000
Other income received2013-08-31$1,367,447
Net income (gross income less expenses)2013-08-31$1,470,679
Net plan assets at end of year (total assets less liabilities)2013-08-31$11,159,908
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$9,689,229
Assets. Value of assets in partnership/joint-venture interests2013-08-31$1,032,924
Total contributions received or receivable from employer(s)2013-08-31$765,894
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$5,913
2012 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2012 401k financial data
Total income from all sources2012-08-31$1,711,468
Expenses. Total of all expenses incurred2012-08-31$624,803
Benefits paid (including direct rollovers)2012-08-31$619,645
Total plan assets at end of year2012-08-31$9,689,229
Total plan assets at beginning of year2012-08-31$8,602,564
Value of fidelity bond covering the plan2012-08-31$1,000,000
Other income received2012-08-31$779,086
Net income (gross income less expenses)2012-08-31$1,086,665
Net plan assets at end of year (total assets less liabilities)2012-08-31$9,689,229
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$8,602,564
Assets. Value of assets in partnership/joint-venture interests2012-08-31$934,085
Total contributions received or receivable from employer(s)2012-08-31$932,382
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$5,158
2011 : PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2011 401k financial data
Total income from all sources2011-08-31$1,980,424
Expenses. Total of all expenses incurred2011-08-31$606,831
Benefits paid (including direct rollovers)2011-08-31$599,819
Total plan assets at end of year2011-08-31$8,602,564
Total plan assets at beginning of year2011-08-31$7,228,971
Contributions received from other sources (not participants or employers)2011-08-31$814
Other income received2011-08-31$868,319
Net income (gross income less expenses)2011-08-31$1,373,593
Net plan assets at end of year (total assets less liabilities)2011-08-31$8,602,564
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$7,228,971
Assets. Value of assets in partnership/joint-venture interests2011-08-31$824,419
Total contributions received or receivable from employer(s)2011-08-31$1,111,291
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$7,012

Form 5500 Responses for PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE

2021: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF CARPENTER FUNDS ADMINISTRATIVE OFFICE 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01This submission is the final filingNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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