Charleston Ent Associates, LLC Profit Sharing Plan — Form 5500 plan (Charleston Ent Associates, LLC)
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, Charleston Ent Associates, LLC Profit Sharing Plan is a benefit plan reported by Charleston Ent Associates, LLC under EIN 58-2281023 and plan number 001. The latest loaded filing year is 2023. The filing reports 572 participants and $41,849,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charleston Ent Associates, LLC
- EIN
- 58-2281023
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 572
- End-of-year plan assets
- $41,849,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 572 | H, C | 20240925093950NAL0008200691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,849,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,849,676
- Net assets (BOY)
- $35,025,607
Income & contributions
- Employer contributions
- $606,387
- Participant contributions
- $1,629,772
- Total contributions
- $2,330,837
- Total income / additions
- $8,234,429
Expenses & distributions
- Benefits paid
- $1,310,263
- Administrative expenses
- $100,097
- Total expenses
- $1,410,360
- Net increase / (decrease)
- $6,824,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $42,278 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,072 | $0 | 2023 |
| Bkd Llp | AUDITOR | $19,530 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $7,455 | not reported in the loaded dataset | 2023 |
| Qualified Retirement Plan Services, | OTHER | $5,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,762 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charleston Ent Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Bkd Llp — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Qualified Retirement Plan Services, — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation