Charlatte America 401(K) Plan — Form 5500 plan (Charlatte America)
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, Charlatte America 401(K) Plan is a benefit plan reported by Charlatte America under EIN 54-1678071 and plan number 001. The latest loaded filing year is 2023. The filing reports 63 participants and $1,198,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charlatte America
- EIN
- 54-1678071
- Plan number
- 001
- Plan type
- 2
- Location
- Bluefield, VA
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $1,198,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20241014182054NAL0015411107001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,198,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,198,316
- Net assets (BOY)
- $847,651
Income & contributions
- Employer contributions
- $79,825
- Participant contributions
- $153,799
- Total income / additions
- $446,318
Expenses & distributions
- Benefits paid
- $94,471
- Administrative expenses
- $1,182
- Total expenses
- $95,653
- Net increase / (decrease)
- $350,665
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.