CARPENTER AND COMPANY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-29 | 126985 |
| Net assets as of the end of the plan year | 2025-05-29 | 3791950 |
| Total assets as of the beginning of the plan year | 2025-05-29 | 2994052 |
| Participant contributions to plan in this plan year | 2025-05-29 | 156547 |
| Other expenses paid from plan in this plan year | 2025-05-29 | 0 |
| Other contributions to plan in this plan year | 2025-05-29 | 0 |
| Other income to plan in this plan year | 2025-05-29 | 768334 |
| Plan net income in this plan year | 2025-05-29 | 797898 |
| Net assets as of the end of the plan year | 2025-05-29 | 3791950 |
| Net assets as of the beginning of the plan year | 2025-05-29 | 2994052 |
| Employer contributions to plan in this plan year | 2025-05-29 | 2 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-29 | 17870 |
| 2024 : CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-24 | 32874 |
| Net assets as of the end of the plan year | 2024-06-24 | 2994052 |
| Total assets as of the beginning of the plan year | 2024-06-24 | 2212229 |
| Participant contributions to plan in this plan year | 2024-06-24 | 158564 |
| Other expenses paid from plan in this plan year | 2024-06-24 | 0 |
| Other contributions to plan in this plan year | 2024-06-24 | 0 |
| Other income to plan in this plan year | 2024-06-24 | 656133 |
| Plan net income in this plan year | 2024-06-24 | 781823 |
| Net assets as of the end of the plan year | 2024-06-24 | 2994052 |
| Net assets as of the beginning of the plan year | 2024-06-24 | 2212229 |
| Employer contributions to plan in this plan year | 2024-06-24 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-24 | 13402 |
| 2015 : CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $146,894 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $48,494 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $46,807 |
| Total plan assets at end of year | 2015-12-31 | $1,350,872 |
| Total plan assets at beginning of year | 2015-12-31 | $1,252,472 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $90,941 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $55,953 |
| Net income (gross income less expenses) | 2015-12-31 | $98,400 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,350,872 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,252,472 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,687 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| 2012 : CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $21,216 |
| Total plan liabilities at beginning of year | 2012-12-31 | $21,271 |
| Total income from all sources | 2012-12-31 | $144,843 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $92,752 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $92,752 |
| Total plan assets at end of year | 2012-12-31 | $860,107 |
| Total plan assets at beginning of year | 2012-12-31 | $808,071 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $40,315 |
| Other income received | 2012-12-31 | $101,506 |
| Net income (gross income less expenses) | 2012-12-31 | $52,091 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $838,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $786,800 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $78,621 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $3,022 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $21,271 |
| Total plan liabilities at beginning of year | 2011-12-31 | $21,734 |
| Total income from all sources | 2011-12-31 | $19,693 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $37,813 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $37,813 |
| Total plan assets at end of year | 2011-12-31 | $808,071 |
| Total plan assets at beginning of year | 2011-12-31 | $826,654 |
| Value of fidelity bond covering the plan | 2011-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $49,249 |
| Other income received | 2011-12-31 | $-29,556 |
| Net income (gross income less expenses) | 2011-12-31 | $-18,120 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $786,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $804,920 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $37,954 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $21,734 |
| Total plan liabilities at beginning of year | 2010-12-31 | $20,114 |
| Total income from all sources | 2010-12-31 | $118,918 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $7,718 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $7,718 |
| Total plan assets at end of year | 2010-12-31 | $826,654 |
| Total plan assets at beginning of year | 2010-12-31 | $713,834 |
| Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $47,701 |
| Other income received | 2010-12-31 | $71,217 |
| Net income (gross income less expenses) | 2010-12-31 | $111,200 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $804,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $693,720 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $37,954 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 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 |
| 2012: CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CARPENTER AND COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
