2023 Form 5500 filing — Charter Construction, Inc. Employee Stock Ownership 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 20241003085546NAL0004725539001) for Charter Construction, Inc. Employee Stock Ownership Plan, reported by Charter Construction Transition Company, Inc. under EIN 87-4112890 and plan number 002. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003085546NAL0004725539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charter Construction Transition Company, Inc.
- EIN
- 87-4112890
- Plan number
- 002
- Location
- Kenmore, WA
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,431,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,431,427
- Total income / additions
- $1,247,005
- Benefits paid
- $3,046
- Administrative expenses
- $38,263
- Total expenses
- $41,309
- Net increase / (decrease)
- $1,205,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs | INVESTMENT MANAGEMENT | $26,262 | not reported in the loaded dataset |
| Urbach Law Group | TRUSTEE | $12,000 | not reported in the loaded dataset |