Carpenter Financial, Inc.

Form 5500

CARPENTER FINANCIAL, INC.

237 Johns St., Suite 2, Johnstown, Pa 15901 (814) 534-4445 EIN:47-2087748 Plan Admin:Joseph Carpenter

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,477,879 / $1,739,667	2022	CARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN - Plan #002	6 / 5	$1,477,879 / $1,739,667
2022	Plan NameCARPENTER FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$957,811 / $953,124	2022	CARPENTER FINANCIAL, INC. 401(K) PLAN - Plan #001	9 / 9	$957,811 / $953,124
2021	Plan NameCARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,009,849 / $1,477,879	2021	CARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN - Plan #002	6 / 6	$1,009,849 / $1,477,879
2021	Plan NameCARPENTER FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$725,420 / $957,811	2021	CARPENTER FINANCIAL, INC. 401(K) PLAN - Plan #001	9 / 9	$725,420 / $957,811
2020	Plan NameCARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$616,839 / $1,009,849	2020	CARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN - Plan #002	6 / 6	$616,839 / $1,009,849
2020	Plan NameCARPENTER FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$481,634 / $725,420	2020	CARPENTER FINANCIAL, INC. 401(K) PLAN - Plan #001	9 / 9	$481,634 / $725,420
2019	Plan NameCARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$285,236 / $616,839	2019	CARPENTER FINANCIAL, INC. CASH BALANCE PENSION PLAN - Plan #002	5 / 6	$285,236 / $616,839
2019	Plan NameCARPENTER FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$320,319 / $481,634	2019	CARPENTER FINANCIAL, INC. 401(K) PLAN - Plan #001	9 / 9	$320,319 / $481,634