2023 Form 5500 filing — Latrobe Company 401(K) Retirement 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 20241010122422NAL0011455363001) for Latrobe Company 401(K) Retirement Plan, reported by Carpenter Technology Corporation under EIN 23-0458500 and plan number 019. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122422NAL0011455363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carpenter Technology Corporation
- EIN
- 23-0458500
- Plan number
- 019
- Location
- Reading, PA
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,950,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,950,477
- Employer contributions
- $452,991
- Participant contributions
- $1,757,375
- Total income / additions
- $8,599,094
- Benefits paid
- $2,622,258
- Administrative expenses
- $21,211
- Total expenses
- $2,643,469
- Net increase / (decrease)
- $5,955,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $20,765 | $0 |