2023 Form 5500 filing — Charter Hr Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807075647NAL0005797248001) for Charter Hr Retirement Savings Plan, reported by Charter Hr, Inc. under EIN 27-3214766 and plan number 001. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807075647NAL0005797248001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Charter Hr, Inc.
- EIN
- 27-3214766
- Plan number
- 001
- Location
- Alexander City, AL
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,879,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,879,958
- Employer contributions
- $158,587
- Participant contributions
- $450,203
- Total income / additions
- $1,288,343
- Benefits paid
- $238,114
- Administrative expenses
- $48,552
- Total expenses
- $287,074
- Net increase / (decrease)
- $1,001,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $37,479 | not reported in the loaded dataset |
| Slavic Mutual Fund Management Corp | INVESTMENT MGMT | $6,876 | not reported in the loaded dataset |