2023 Form 5500 filing — The Carpenter Group Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730141246NAL0020181377001) for The Carpenter Group Profit Sharing Plan, reported by The Carpenter Group under EIN 94-1167896 and plan number 007. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730141246NAL0020181377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Carpenter Group
- EIN
- 94-1167896
- Plan number
- 007
- Location
- San Francisco, CA
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,153,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,153,115
- Employer contributions
- $120,000
- Participant contributions
- $0
- Total income / additions
- $2,079,587
- Benefits paid
- $500,999
- Administrative expenses
- $105,182
- Total expenses
- $606,181
- Net increase / (decrease)
- $1,473,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fairview Capital | INVESTMENT MANAGER | $49,534 | $0 |
| City National Bank | INSTITUTIONAL TRUSTEE | $23,575 | $0 |
| Redwitz, Inc. | PROFESSIONAL SERVICE | $15,000 | $0 |
| Pensionalysis, Inc. | THIRD PARTY A DMINISTRATI | $14,350 | $0 |