Carpenter Financial Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Carpenter Financial Group, Inc.)
Plain-English plan 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, Carpenter Financial Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Carpenter Financial Group, Inc. under EIN 06-1536689 and plan number 005. The latest loaded filing year is 2023. The filing reports 3 participants and $1,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenter Financial Group, Inc.
- EIN
- 06-1536689
- Plan number
- 005
- Plan type
- 2
- Location
- Simsbury, CT
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241015141307NAL0014807763001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,500
- Net assets (EOY)
- $1,500
- Net assets (BOY)
- $1,500
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.