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 One 401(K) Plan is a benefit plan reported by Charter One, LLC under EIN 82-3735558 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,844 participants and $23,205,934 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,205,934
- Net assets (EOY)
- $23,205,934
- Net assets (BOY)
- $14,913,953
Income & contributions
- Employer contributions
- $1,887,751
- Participant contributions
- $4,332,259
- Total contributions
- $7,319,258
- Total income / additions
- $10,268,830
Expenses & distributions
- Benefits paid
- $1,717,907
- Administrative expenses
- $258,942
- Total expenses
- $1,976,849
- Net increase / (decrease)
- $8,291,981