Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan — Form 5500 plan (Charter Manufacturing Company, 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 Manufacturing Company, Inc. Profit Sharing & Retirement Plan is a benefit plan reported by Charter Manufacturing Company, Inc. under EIN 39-1138388 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,872 participants and $454,583,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charter Manufacturing Company, Inc.
- EIN
- 39-1138388
- Plan number
- 001
- Plan type
- 2
- Location
- Mequon, WI
- Latest filing year
- 2023
- Participants
- 2,872
- End-of-year plan assets
- $454,583,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,872 | H, C | 20241011174128NAL0012821923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $454,583,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,583,744
- Net assets (BOY)
- $388,802,871
Income & contributions
- Employer contributions
- $16,008,486
- Participant contributions
- $18,983,264
- Total contributions
- $36,125,889
- Total income / additions
- $101,487,676
Expenses & distributions
- Benefits paid
- $35,442,062
- Administrative expenses
- $257,259
- Total expenses
- $35,706,803
- Net increase / (decrease)
- $65,780,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $163,918 | $0 | 2023 |
| Robert W. Baird & Company | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $18,341 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charter Manufacturing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Mequon, WI
- Fidelity Investments Institutional — Schedule C compensation
- Robert W. Baird & Company — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation