How many benefit plans does Charter Hr, Inc. report on Form 5500?

Charter Hr, Inc. (EIN 27-3214766) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Charter Hr, Inc.?

The Employer Identification Number (EIN) reported for Charter Hr, Inc. is 27-3214766.

What is the latest Form 5500 filing year for Charter Hr, Inc.?

The latest loaded Form 5500 filing year for Charter Hr, Inc. is 2023.

Charter Hr, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Charter Hr, Inc. (EIN 27-3214766) is a plan sponsor located in Alexander City, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-3214766
Location: Alexander City, AL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $4,879,958
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $4,879,958

Contributions & income

Employer contributions: $158,587
Participant contributions: $450,203
Total income / additions: $1,288,343

Expenses & distributions

Benefits paid / distributions: $238,114
Total expenses: $287,074
Net increase / (decrease): $1,001,269

Coverage

Total reported participants: 1,790
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Charter Hr, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Charter Hr Retirement Savings Plan	001	347	$4,879,958	2023
Charter Hr, Inc. Employee Benefit Plan	501	1,443	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Charter Hr, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Charter Hr Retirement Savings Plan	347	H, C	20240807075647NAL0005797248001
2023	Charter Hr, Inc. Employee Benefit Plan	1,443	—	20250924202927NAL0007923729001