Charter Construction, 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 Construction, Inc. (EIN 62-1043941) is a plan sponsor located in Nashville, TN 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
62-1043941
Location
Nashville, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,807,141
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,807,141

Contributions & income

Employer contributions
$360,484
Participant contributions
$730,043
Total income / additions
$2,075,526

Expenses & distributions

Benefits paid / distributions
$247,431
Total expenses
$307,247
Net increase / (decrease)
$1,768,279

Coverage

Total reported participants
1,265
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Charter Construction, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Charter Construction, Inc.001694$5,807,1412023
Charter Construction, Inc. Employee Benefits Plan501571not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Charter Construction, Inc.
YearPlanParticipantsSchedulesFiling
2023Charter Construction, Inc.694H, C20241010122653NAL0020064609001
2023Charter Construction, Inc. Employee Benefits Plan57120241218153120NAL0002422595001

Related Form 5500 pages