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CARPENTER FINANCIAL GROUP, INC.

Company Details

Entity Name: CARPENTER FINANCIAL GROUP, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Forfeited
Date Formed: 27 Sep 1989
Business ALEI: 0238697
Place of Formation: CONNECTICUT
Total authorized shares: 5000

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARPENTER FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 061536689 2024-10-15 CARPENTER FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8605737770
Plan sponsor’s mailing address 1 MILL POND LN, SIMSBURY, CT, 060705408
Plan sponsor’s address 1 MILL POND LN, SIMSBURY, CT, 060705408

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-15
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
CARPENTER FINANCIAL GROUP, INC. 401K PLAN & TRUST 2022 061536689 2023-11-15 CARPENTER FINANCIAL GROUP. INC. 3
File View Page
Three-digit plan number (PN) 007
Effective date of plan 2009-02-01
Business code 524210
Sponsor’s telephone number 8605737770
Plan sponsor’s mailing address C/O MOLLY CARPENTER, ATTY IN FACT, 18 PONDSIDE LN, WEST SIMSBURY, CT, 060922422
Plan sponsor’s address C/O MOLLY CARPENTER, ATTY IN FACT, 18 PONDSIDE LN, WEST SIMSBURY, CT, 060922422

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2023-11-15
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-11-15
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
CARPENTER FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 061536689 2023-10-12 CARPENTER FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8605737770
Plan sponsor’s mailing address 1 MILL POND LN, SIMSBURY, CT, 060702486
Plan sponsor’s address 1 MILL POND LN, SIMSBURY, CT, 060702486

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
CARPENTER FINANCIAL GROUP, INC. 401K PLAN & TRUST 2021 061536689 2022-11-15 CARPENTER FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 007
Effective date of plan 2009-02-01
Business code 524210
Sponsor’s telephone number 8605737770
Plan sponsor’s mailing address 10 TOWER LANE, AVON, CT, 06001
Plan sponsor’s address 10 TOWER LANE, AVON, CT, 06001

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2022-11-15
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-11-15
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
CARPENTER FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 061536689 2022-10-13 CARPENTER FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8605737770
Plan sponsor’s mailing address 35 TOWER LANE, AVON, CT, 06001
Plan sponsor’s address 35 TOWER LANE, AVON, CT, 06001

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
CARPENTER FINANCIAL GROUP, INC. 401K PLAN & TRUST 2020 061536689 2021-10-27 CARPENTER FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 007
Effective date of plan 2009-02-01
Business code 524210
Sponsor’s telephone number 8605737770
Plan sponsor’s mailing address 35 TOWER LANE, AVON, CT, 06001
Plan sponsor’s address 35 TOWER LANE, AVON, CT, 06001

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2021-10-27
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-27
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
CARPENTER FINCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 061536689 2021-10-15 CARPENTER FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 005
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8605737770
Plan sponsor’s mailing address 35 TOWER LANE, AVON, CT, 06001
Plan sponsor’s address 35 TOWER LANE, AVON, CT, 06001

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
CARPENTER FINANCIAL GROUP, INC. 401K PLAN & TRUST 2019 061536689 2020-11-12 CARPENTER FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 007
Effective date of plan 2009-02-01
Business code 524210
Sponsor’s telephone number 8605737770
Plan sponsor’s mailing address 35 TOWER LANE, AVON, CT, 06001
Plan sponsor’s address 35 TOWER LANE, AVON, CT, 06001

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2020-11-12
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-11-12
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
CARPENTER FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 061536689 2020-10-13 CARPENTER FINANCIAL GROUP, INC. 3
Three-digit plan number (PN) 005
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8605737770
Plan sponsor’s mailing address 35 TOWER LANE, AVON, CT, 06001
Plan sponsor’s address 35 TOWER LANE, AVON, CT, 06001

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-13
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
CARPENTER FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 061536689 2020-10-13 CARPENTER FINANCIAL GROUP, INC. 3
Three-digit plan number (PN) 005
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 8603230949
Plan sponsor’s mailing address 35 TOWER LANE, AVON, CT, 06001
Plan sponsor’s address 35 TOWER LANE, AVON, CT, 06001

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-13
Name of individual signing INEKE MURPHY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Residence address
DANIEL CARPENTER Agent SAME AS RES ADD 278 CHURCH ST, BROOKLYN, CT, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0000139153 1992-07-31 No data Administrative Dissolution Certificate of Dissolution/Revocation No data
0000139152 1992-04-10 No data Administrative Dissolution Notice of Intent to Dissolve/Revoke No data
0000139151 1989-09-27 No data Business Formation Certificate of Incorporation No data

Related by officers

DANIEL CARPENTER

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Related by address

No related companies by address

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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