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SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 401k Plan overview

Plan NameSAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012
Plan identification number 027

SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARPENTER TECHNOLOGY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CARPENTER TECHNOLOGY CORPORATION
Employer identification number (EIN):230458500
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Additional information about CARPENTER TECHNOLOGY CORPORATION

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 57505

More information about CARPENTER TECHNOLOGY CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0272016-01-01ERIN STEINER ERIN STEINER2017-10-12
0272015-01-01ERIN STEINER ERIN STEINER2016-10-17
0272014-01-01MICHAEL A. HAJOST MICHAEL A. HAJOST2015-10-09
0272013-01-01MICHAEL A. HAJOST MICHAEL A. HAJOST2014-10-10
0272012-01-01MICHAEL A. HAJOST

Plan Statistics for SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012

401k plan membership statisitcs for SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012

Measure Date Value
2016: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2016 401k membership
Total participants, beginning-of-year2016-01-011,550
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2015 401k membership
Total participants, beginning-of-year2015-01-011,409
Total number of active participants reported on line 7a of the Form 55002015-01-011,443
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01106
Total of all active and inactive participants2015-01-011,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,550
Number of participants with account balances2015-01-011,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2014 401k membership
Total participants, beginning-of-year2014-01-011,055
Total number of active participants reported on line 7a of the Form 55002014-01-011,323
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-011,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,409
Number of participants with account balances2014-01-011,398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2013 401k membership
Total participants, beginning-of-year2013-01-01863
Total number of active participants reported on line 7a of the Form 55002013-01-01996
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,055
Number of participants with account balances2013-01-011,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-01798
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0165
Total of all active and inactive participants2012-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01863
Number of participants with account balances2012-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012

Measure Date Value
2016 : SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,464,000
Total transfer of assets from this plan2016-12-31$81,254,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$20,003,636
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,320,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,285,134
Value of total corrective distributions2016-12-31$1,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,692,403
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$65,106,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,880
Total interest from all sources2016-12-31$117,221
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,642,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,642,111
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,433,768
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$2,474,064
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$988,022
Other income not declared elsewhere2016-12-31$5,464
Administrative expenses (other) incurred2016-12-31$33,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,683,381
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,106,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$56,349,611
Interest on participant loans2016-12-31$117,221
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$6,283,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,292,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,270,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,285,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31390859910
2015 : SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$300,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$13,185,372
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,690,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,668,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,641,194
Value of total assets at end of year2015-12-31$65,106,748
Value of total assets at beginning of year2015-12-31$57,311,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,783
Total interest from all sources2015-12-31$84,078
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,119,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,119,815
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,761,064
Participant contributions at end of year2015-12-31$2,474,064
Participant contributions at beginning of year2015-12-31$1,748,699
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,189,766
Administrative expenses (other) incurred2015-12-31$22,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,494,505
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,106,748
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,311,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$56,349,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$49,248,285
Interest on participant loans2015-12-31$84,078
Value of interest in master investment trust accounts at end of year2015-12-31$6,283,073
Value of interest in master investment trust accounts at beginning of year2015-12-31$6,314,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,451,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,690,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,668,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$166,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$14,607,246
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,813,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,780,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,540,977
Value of total assets at end of year2014-12-31$57,311,842
Value of total assets at beginning of year2014-12-31$46,351,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,405
Total interest from all sources2014-12-31$59,811
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,315,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,315,589
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,610,649
Participant contributions at end of year2014-12-31$1,748,699
Participant contributions at beginning of year2014-12-31$1,207,580
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,570,939
Administrative expenses (other) incurred2014-12-31$33,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,793,654
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,311,842
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$46,351,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$49,248,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,275,212
Interest on participant loans2014-12-31$59,811
Value of interest in master investment trust accounts at end of year2014-12-31$6,314,858
Value of interest in master investment trust accounts at beginning of year2014-12-31$5,868,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,586,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,359,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,780,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$221,866
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,322,105
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,581,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,556,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,802,599
Value of total assets at end of year2013-12-31$46,351,549
Value of total assets at beginning of year2013-12-31$34,389,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,628
Total interest from all sources2013-12-31$46,217
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$734,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$734,143
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,320,340
Participant contributions at end of year2013-12-31$1,207,580
Participant contributions at beginning of year2013-12-31$921,189
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,403,307
Administrative expenses (other) incurred2013-12-31$25,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,740,285
Value of net assets at end of year (total assets less liabilities)2013-12-31$46,351,549
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,389,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$39,275,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,939,457
Interest on participant loans2013-12-31$46,217
Value of interest in master investment trust accounts at end of year2013-12-31$5,868,757
Value of interest in master investment trust accounts at beginning of year2013-12-31$5,528,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,750,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,078,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,556,192
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PARENTEBEARD, LLC
Accountancy firm EIN2013-12-31232932984
2012 : SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$32,553,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,848,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,578,710
Value of total assets at end of year2012-12-31$34,389,398
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,421
Total interest from all sources2012-12-31$1,222
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$31,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$31,735
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$346,884
Participant contributions at end of year2012-12-31$921,189
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$666,203
Administrative expenses (other) incurred2012-12-31$2,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,835,667
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,389,398
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,939,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,222
Value of interest in master investment trust accounts at end of year2012-12-31$5,528,752
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$38,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$565,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,912
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PARENTEBEARD, LLC
Accountancy firm EIN2012-12-31232932984

Form 5500 Responses for SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012

2016: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAVINGS PLAN OF CARPENTER TECHNOLOGY CORPORATION EFFECTIVE JANUARY 1, 2012 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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