CARPENTER, PETERSEN & ASSOCIATES, CPA'S AN ACCOUNTANCY CORPORATION 401

[ EIN: 33-0684234 | Plan No. 001 ]

CARPENTER, PETERSEN & ASSOCIATES, CPA'S AN ACCOUNTANCY CORPORATION 401 is reported on Form 5500 as a 401(k) plan sponsored by CARPENTER, PETERSEN & ASSOCIATES,. For the 2023 plan year, the plan had 8 participants and total assets of $5,068,986.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: CARPENTER, PETERSEN & ASSOCIATES,

Location: 26020 TOWNE CENTRE DRIVE, FOOTHILL RANCH, CA 92610

EIN: 330684234

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $5,068,986

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