Plan5500

Charm-Tex, Inc — 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, Charm-Tex, Inc (EIN 11-2582405) is a plan sponsor located in Brooklyn, NY with 2 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
11-2582405
Location
Brooklyn, NY
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 Charm-Tex, Inc

  • 2 loaded plans hold $4.1M in reported assets.
  • The largest, Charmtex, Inc. Retirement Plan, holds 50% of this company's reported plan assets.
  • Plans cover 20 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,098,433
Total reported assets$4.1M$4,098,433
Total reported participants20
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities—
Contributions & income
Employer contributions$295K
Participant contributionsNot reported
Total income / additions$299.5K
Expenses & distributions
Benefits paid / distributions$120K
Total expenses$120K
Net increase / (decrease)$179.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets50%Charmtex, Inc. Retirement Plan
Participants per plan10Average 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
    Charmtex, Inc. Retirement Plan$2.1M
    Plan #003 · 11 participants · 2023
  2. 2
    Charm-Tex, Inc. Money Purchase Plan$2M
    Plan #002 · 9 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 Charm-Tex, Inc. Open one for its full reported snapshot.

  1. 2023
    Charmtex, Inc. Retirement Plan11 participants · 2Sch I
    View filing →
  2. 2023
    Charm-Tex, Inc. Money Purchase Plan9 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Charm-Tex, Inc report on Form 5500?
Charm-Tex, Inc (EIN 11-2582405) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Charm-Tex, Inc?
The Employer Identification Number (EIN) reported for Charm-Tex, Inc is 11-2582405.
What is the latest Form 5500 filing year for Charm-Tex, Inc?
The latest loaded Form 5500 filing year for Charm-Tex, Inc is 2023.

Related Form 5500 pages