Plan5500

Charter Brokerage LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Brokerage LLC (EIN 05-0562792) is a plan sponsor located in Katy, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
05-0562792
Location
Katy, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Charter Brokerage LLC

  • 2 loaded plans hold $27.8M in reported assets.
  • The largest, Charter Brokerage, LLC 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 347 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.8MSummed across loaded plans$27,775,395
Total reported assets$27.8M$27,775,395
Total reported participants347
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.8M total assets
Net assets$27.8MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1.2M
Total income / additions$6.4M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Charter Brokerage, LLC 401(K) Profit Sharing Plan
Participants per plan174Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Charter Brokerage, LLC 401(K) Profit Sharing Plan$27.8M
    Plan #004 · 211 participants · 2023
  2. 2
    Charter Brokerage LLCnot reported in the loaded dataset
    Plan #501 · 136 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Charter Brokerage LLC. Open one for its full reported snapshot.

  1. 2023
    Charter Brokerage LLC136 participants · 2No schedules
    View filing →
  2. 2023
    Charter Brokerage, LLC 401(K) Profit Sharing Plan211 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Charter Brokerage LLC report on Form 5500?
Charter Brokerage LLC (EIN 05-0562792) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Charter Brokerage LLC?
The Employer Identification Number (EIN) reported for Charter Brokerage LLC is 05-0562792.
What is the latest Form 5500 filing year for Charter Brokerage LLC?
The latest loaded Form 5500 filing year for Charter Brokerage LLC is 2023.

Related Form 5500 pages