2023 Form 5500 filing — Chartiers Enterprises, Inc. 401(K) And Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717090618NAL0003789217001) for Chartiers Enterprises, Inc. 401(K) And Employee Stock Ownership Plan, reported by Chartiers Enterprises, Inc. under EIN 26-3511849 and plan number 001. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,617,702
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240717090618NAL0003789217001
Plan sponsor
Chartiers Enterprises, Inc.
EIN
26-3511849
Plan number
001
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$756.3K
Total expenses$930.8K
Benefits paid / distributions$925.9K
Contributions
Employer$625K
Participant$62K
Full reported line items
Total assets (EOY)
$6,617,702
Total liabilities (EOY)
$0
Net assets (EOY)
$6,617,702
Employer contributions
$625,000
Participant contributions
$62,040
Total income / additions
$756,270
Benefits paid
$925,947
Administrative expenses
$265
Total expenses
$930,777
Net increase / (decrease)
-$174,507

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717090618NAL0003789217001 cover?
It is the 2023 Form 5500 filing for Chartiers Enterprises, Inc. 401(K) And Employee Stock Ownership Plan, reported by Chartiers Enterprises, Inc. (EIN 26-3511849).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages