How big is Wingate Carpenter & Associates' plan?

Wingate Carpenter & Associates' plan reported $5K in assets and 1 participants for 2024.

Original filing (PDF)20250721173116NAL0001996752001

Wingate Carpenter & Associates

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

Form 5500-SF

FILING_RECEIVED

Wingate Carpenter & Associates 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wingate Carpenter & Associates' Wingate Carpenter & Associates 401(k) Profit Sharing Plan & Trust held $5K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Malcolm Carpenter signed Wingate Carpenter & Associates' 2024 Form 5500 as plan administrator.

Malcolm 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

Wingate Carpenter & Associates' EIN is 52-2115021.

EIN 52-2115021

Plan number 001

Plan year 2024

ACK ID 20250721173116NAL0001996752001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wingate Carpenter & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wingate Carpenter & Associates' 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 WINGATE CARPENTER & ASSOCIATES.

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