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

Carpenter Financial, Inc.'s plan reported $615K in assets and 6 participants for 2024.

Original filing (PDF)20250711104650NAL0004175635001

Carpenter Financial, Inc.

Name: Carpenter Financial, Inc. — Carpenter Financial, Form 5500 (2024)
Creator: Carpenter Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpenter Financial, Inc. 401(k) Plan

401(k) retirement plan · Carpenter Financial, Inc.'s Carpenter Financial, Inc. 401(k) Plan held $615K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$615K

Net assets (EOY)

$615K

People on this filing

Joseph Carpenter signed Carpenter Financial, Inc.'s 2024 Form 5500 as plan administrator.

Joseph Carpenter — 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

Carpenter Financial, Inc.'s EIN is 47-2087748.

EIN 47-2087748

Plan number 001

Plan year 2024

ACK ID 20250711104650NAL0004175635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carpenter Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carpenter Financial, Inc.'s plan includes profit-sharing, 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 CARPENTER FINANCIAL, INC..

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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