Carpenter, Petersen & Associates, Cpa'S An Accountancy Corporation 401(K) Savings Plan — Form 5500 plan (Carpenter, Petersen & Associates,)
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, Petersen & Associates, Cpa'S An Accountancy Corporation 401(K) Savings Plan is a benefit plan reported by Carpenter, Petersen & Associates, under EIN 33-0684234 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $5,068,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenter, Petersen & Associates,
- EIN
- 33-0684234
- Plan number
- 001
- Plan type
- 2
- Location
- Foothill Ranch, CA
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $5,068,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240702151200NAL0005209889001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,068,986
- Total liabilities (EOY)
- $23,395
- Net assets (EOY)
- $5,045,591
- Net assets (BOY)
- $4,401,604
Income & contributions
- Employer contributions
- $169,044
- Participant contributions
- $105,493
- Total income / additions
- $726,374
Expenses & distributions
- Benefits paid
- $51,633
- Total expenses
- $82,387
- Net increase / (decrease)
- $643,987
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.