How big is James R. Carpenter's plan?

James R. Carpenter's plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20250729144754NAL0007863858001

James R. Carpenter

Name: James R. Carpenter — James R. Carpenter, M.D. Profit, Form 5500 (2024)
Creator: James R. Carpenter
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James R. Carpenter, M.D. Profit Sharing Plan

Defined-contribution retirement plan · James R. Carpenter's James R. Carpenter, M.D. Profit Sharing Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

James Carpenter signed James R. Carpenter's 2024 Form 5500 as plan administrator.

James 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

James R. Carpenter's EIN is 63-1031053.

EIN 63-1031053

Plan number 001

Plan year 2024

ACK ID 20250729144754NAL0007863858001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James R. Carpenter's plan includes profit-sharing.

Decision-maker contacts

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

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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