Plan5500

Charles M. Salter Associates, 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, Charles M. Salter Associates, Inc. (EIN 94-2461528) is a plan sponsor located in San Francisco, CA 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
94-2461528
Location
San Francisco, CA
Loaded plans
1
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 Charles M. Salter Associates, Inc.

  • 1 loaded plans hold $1.8M in reported assets.
  • The largest, Charles M. Salter Associates, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 71 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,782,881
Total reported assets$1.8M$1,827,482
Total reported participants71
Total reported liabilities$44.6K$44,601

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$44.6K
Contributions & income
Employer contributions$110K
Participant contributionsNot reported
Total income / additions-$387.1K
Expenses & distributions
Benefits paid / distributions$128.3K
Total expenses$128.3K
Net increase / (decrease)-$515.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Charles M. Salter Associates, Inc. Employee Stock Ownership Plan
Participants per plan71Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Charles M. Salter Associates, Inc. Employee Stock Ownership Plan$1.8M
    Plan #001 · 71 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 Charles M. Salter Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Charles M. Salter Associates, Inc. Employee Stock Ownership Plan71 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Charles M. Salter Associates, Inc. report on Form 5500?
Charles M. Salter Associates, Inc. (EIN 94-2461528) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Charles M. Salter Associates, Inc.?
The Employer Identification Number (EIN) reported for Charles M. Salter Associates, Inc. is 94-2461528.
What is the latest Form 5500 filing year for Charles M. Salter Associates, Inc.?
The latest loaded Form 5500 filing year for Charles M. Salter Associates, Inc. is 2023.

Related Form 5500 pages