Charter Foods Inc. 401(K) Plan — Form 5500 plan (Charter Foods 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 Foods Inc. 401(K) Plan is a benefit plan reported by Charter Foods Inc. under EIN 62-1742741 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,014 participants and $7,768,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charter Foods Inc.
- EIN
- 62-1742741
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, TN
- Latest filing year
- 2023
- Participants
- 1,014
- End-of-year plan assets
- $7,768,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,014 | H, C | 20241010082040NAL0019791585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,768,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,768,948
- Net assets (BOY)
- $5,597,334
Income & contributions
- Employer contributions
- $543,149
- Participant contributions
- $1,057,130
- Total contributions
- $1,616,707
- Total income / additions
- $2,626,910
Expenses & distributions
- Benefits paid
- $393,946
- Administrative expenses
- $61,350
- Total expenses
- $455,296
- Net increase / (decrease)
- $2,171,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silver Oak Securities, Inc. | INVESTMENT ADVISORY - PL | $24,211 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $16,339 | $5,985 | 2023 |
| Erisa Services, Inc. | RECORDKEEPER | $17,251 | $0 | 2023 |
| Active Core Passive Through Targetd | INVESTMENT ADVISORY - PL | $3,549 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charter Foods Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Morristown, TN
- Silver Oak Securities, Inc. — Schedule C compensation
- Nationwide — Schedule C compensation
- Erisa Services, Inc. — Schedule C compensation
- Active Core Passive Through Targetd — Schedule C compensation