How big is Carpenter INS & FIN SERV's plan?

Carpenter INS & FIN SERV's plan reported $383 in assets and 4 participants for 2022.

Original filing (PDF)20230731124003NAL0016934577001

Carpenter INS & FIN SERV

Name: Carpenter INS & FIN SERV — Carpenter INS & FIN SERV, Form 5500 (2022)
Creator: Carpenter INS & FIN SERV
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carpenter INS & FIN SERV SOCA Benefit Plan

Health & welfare plan · Carpenter INS & FIN SERV's Carpenter INS & FIN SERV SOCA Benefit Plan held $383 in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$383

Net assets (EOY)

$88

People on this filing

Matt Appenzeller signed Carpenter INS & FIN SERV's 2022 Form 5500 as plan administrator.

Matt Appenzeller — 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 INS & FIN SERV's EIN is 82-2326168.

EIN 82-2326168

Plan number 501

Plan year 2022

ACK ID 20230731124003NAL0016934577001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Carpenter INS & FIN SERV from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Carpenter INS & FIN SERV's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score