Plan5500

Charter Hr Retirement Savings Plan — Form 5500 plan (Charter Hr, Inc.)

Plain-English plan 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 Retirement Savings Plan is a benefit plan reported by Charter Hr, Inc. under EIN 27-3214766 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $4,879,958 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Charter Hr, Inc.
EIN
27-3214766
Plan number
001
Plan type
3
Location
Alexander City, AL
Latest filing year
2023
Participants
347
End-of-year plan assets
$4,879,958

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023347H, C20240807075647NAL0005797248001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,879,958
Total liabilities (EOY)
$0
Net assets (EOY)
$4,879,958
Net assets (BOY)
$3,878,689

Income & contributions

Employer contributions
$158,587
Participant contributions
$450,203
Total contributions
$608,790
Total income / additions
$1,288,343

Expenses & distributions

Benefits paid
$238,114
Administrative expenses
$48,552
Total expenses
$287,074
Net increase / (decrease)
$1,001,269

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$37,479not reported in the loaded dataset2023
Slavic Mutual Fund Management CorpINVESTMENT MGMT$6,876not reported in the loaded dataset2023

Related Form 5500 pages