2023 Form 5500 filing — Charter Construction, Inc.
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 20241010122653NAL0020064609001) for Charter Construction, Inc., reported by Charter Construction, Inc. under EIN 62-1043941 and plan number 001. It reports 694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122653NAL0020064609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charter Construction, Inc.
- EIN
- 62-1043941
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,807,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,807,141
- Employer contributions
- $360,484
- Participant contributions
- $730,043
- Total income / additions
- $2,075,526
- Benefits paid
- $247,431
- Administrative expenses
- $58,346
- Total expenses
- $307,247
- Net increase / (decrease)
- $1,768,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,074 | $0 |
| Ftb Advisor Inc | INVESTMENT ADVISORY | $0 | $26,601 |