Plan5500

Charter Manufacturing Company, 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, Charter Manufacturing Company, Inc. (EIN 39-1138388) is a plan sponsor located in Mequon, WI 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
39-1138388
Location
Mequon, WI
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$454.6MSummed across loaded plans$454,583,744
Total reported assets$454.6M$454,583,744
Total reported participants5.2K5,155
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$454.6M total assets
Net assets$454.6MLiabilities$0
Contributions & income
Employer contributions$16M
Participant contributions$19M
Total income / additions$101.5M
Expenses & distributions
Benefits paid / distributions$35.4M
Total expenses$35.7M
Net increase / (decrease)$65.8M

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 Manufacturing Company, Inc. Profit Sharing & Retirement Plan
Participants per plan2,578Average 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 Manufacturing Company, Inc. Profit Sharing & Retirement Plan$454.6M
    Plan #001 · 2,872 participants · 2023
  2. 2
    Charter Manufacturing Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 2,283 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Charter Manufacturing Company, Inc.
YearPlanParticipantsSchedulesFiling
2023Charter Manufacturing Health And Welfare Plan2,283—20240705151900NAL0005922307001
2023Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan2,872H, C20241011174128NAL0012821923001

Related Form 5500 pages