How big is JEFF Carpenter, Inc.'s plan?

JEFF Carpenter, Inc.'s plan reported $2.2M in assets and 14 participants for 2025.

Original filing (PDF)20260515101803NAL0018334578001

JEFF Carpenter, Inc.

Name: JEFF Carpenter, Inc. — JEFF Carpenter, Inc. 401(k), Form 5500 (2025)
Creator: JEFF Carpenter, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Carpenter, Inc. 401(k) P/S Plan

401(k) retirement plan · JEFF Carpenter, Inc.'s JEFF Carpenter, Inc. 401(k) P/S Plan held $2.2M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Brenda Unterseher signed JEFF Carpenter, Inc.'s 2025 Form 5500 as plan administrator.

Brenda Unterseher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JEFF Carpenter, Inc.'s EIN is 33-0404600.

EIN 33-0404600

Plan number 001

Plan year 2025

ACK ID 20260515101803NAL0018334578001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JEFF Carpenter, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JEFF Carpenter, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFF CARPENTER, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score