2023 Form 5500 filing — Charter Next Generation, Inc. 401(K) 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 20240812152642NAL0005235043001) for Charter Next Generation, Inc. 401(K) Plan, reported by Charter Next Generation, Inc. under EIN 47-3019794 and plan number 001. It reports 2,419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$115.1MReported net assets$115,114,819
Participants2.4K2,419
Provider compensation$257.4K3 Schedule C row(s)$257,355
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240812152642NAL0005235043001
Plan sponsor
Charter Next Generation, Inc.
EIN
47-3019794
Plan number
001
Location
Chicago, IL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$115.1M total assets
Net assets$115.1MLiabilities$0
Money in vs. money out
Total income / additions$33.1M
Total expenses$7M
Benefits paid / distributions$6.7M
Contributions
Employer$5.1M
Participant$8.8M
Full reported line items
Total assets (EOY)
$115,114,819
Total liabilities (EOY)
$0
Net assets (EOY)
$115,114,819
Employer contributions
$5,098,349
Participant contributions
$8,843,909
Total income / additions
$33,079,475
Benefits paid
$6,716,918
Administrative expenses
$257,355
Total expenses
$6,979,142
Net increase / (decrease)
$26,100,333
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $210.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $29.3K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $17.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240812152642NAL0005235043001 cover?
It is the 2023 Form 5500 filing for Charter Next Generation, Inc. 401(K) Plan, reported by Charter Next Generation, Inc. (EIN 47-3019794).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages