2023 Form 5500 filing — Carpenter Co. Employee Savings & Investment 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 20240916112145NAL0001010067001) for Carpenter Co. Employee Savings & Investment Plan, reported by Carpenter Co. under EIN 54-0499731 and plan number 002. It reports 3,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916112145NAL0001010067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carpenter Co.
- EIN
- 54-0499731
- Plan number
- 002
- Location
- Richmond, VA
- Participants
- 3,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,321,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,321,433
- Employer contributions
- $0
- Participant contributions
- $10,208,676
- Total income / additions
- $26,818,809
- Benefits paid
- $11,298,329
- Administrative expenses
- $239,100
- Total expenses
- $11,537,429
- Net increase / (decrease)
- $15,281,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $183,675 | $0 |
| Captrust Financial Partners, LLC | CONSULTANT | $55,425 | not reported in the loaded dataset |