How big is Paul Carpenter Capital Advisors' plan?

Paul Carpenter Capital Advisors' plan reported $1.8M in assets for 2022.

Original filing (PDF)20230728145725NAL0013705809001

Paul Carpenter Capital Advisors

Name: Paul Carpenter Capital Advisors — Paul Carpenter, Form 5500 (2022)
Creator: Paul Carpenter Capital Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul Carpenter Capital Advisors 401(k) Plan

401(k) retirement plan · Paul Carpenter Capital Advisors' Paul Carpenter Capital Advisors 401(k) Plan reported $1.8M in plan assets in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Paul Carpenter Capital Advisors' EIN is 82-3429764.

EIN 82-3429764

Plan number 001

Plan year 2022

ACK ID 20230728145725NAL0013705809001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Paul Carpenter Capital Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Paul Carpenter Capital Advisors' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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

100

Vendor & structure

100

Helping the score