Plan5500

Charter Construction, Inc. Employee Stock Ownership Plan — Form 5500 plan (Charter Construction Transition 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 Construction, Inc. Employee Stock Ownership Plan is a benefit plan reported by Charter Construction Transition Company, Inc. under EIN 87-4112890 and plan number 002. The latest loaded filing year is 2023. The filing reports 279 participants and $15,431,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Charter Construction Transition Company, Inc.
EIN
87-4112890
Plan number
002
Plan type
2
Location
Kenmore, WA
Latest filing year
2023
Participants
279
End-of-year plan assets
$15,431,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20241003085546NAL0004725539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,431,427
Total liabilities (EOY)
$0
Net assets (EOY)
$15,431,427
Net assets (BOY)
$14,225,731

Income & contributions

Total contributions
$0
Total income / additions
$1,247,005

Expenses & distributions

Benefits paid
$3,046
Administrative expenses
$38,263
Total expenses
$41,309
Net increase / (decrease)
$1,205,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
UbsINVESTMENT MANAGEMENT$26,262not reported in the loaded dataset2023
Urbach Law GroupTRUSTEE$12,000not reported in the loaded dataset2023

Related Form 5500 pages