Retirement plan

CARPENTER PROPERTIES INC. PROFIT SHARING PLAN

Name: CARPENTER PROPERTIES, INC. - CARPENTER PROPERTIES INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: CARPENTER PROPERTIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARPENTER PROPERTIES INC. PROFIT SHARING PLAN, CARPENTER PROPERTIES, INC.

CARPENTER PROPERTIES, INC.EIN 64-0821321Plan #002PY 2024

1437 OLD SQUARE ROAD, SUITE 104 - JACKSON, MS 39211601-957-1001carpenterproperties.comLinkedIn1-10 employeesreal estate

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.4M

+14.7% from 2023

Total participants

0.0% from 2023

Average account balance

No prior year

Annual return

9.78%

-4.16 pp from 2023

Benchmarks

See 37,126 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,126 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.86M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$714K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$50K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.37%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$3791 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.477%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$201,344-100.0%

$184,243-100.0%

$145,877-100.0%

Participation rate

0.0%

87.5%-87.5pp

86.8%-86.8pp

80.3%-80.3pp

Annual return

9.78%

29.01%-19.2pp

28.82%-19.0pp

551.28%-541.5pp

Employer contribution / active EE

$23,926

$7,022+240.7%

$6,427+272.3%

$4,663+413.1%

Participant deferral / active EE

$10,167

$9,807+3.7%

$9,132+11.3%

$6,691+52.0%

Admin fee / account holder

$16,382-100.0%

$13,914-100.0%

$13,402-100.0%

CARPENTER PROPERTIES INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARPENTER PROPERTIES INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion