2023 Form 5500 filing — Charmtex, Inc. Retirement 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 20240923084125NAL0011231505002) for Charmtex, Inc. Retirement Plan, reported by Charm-Tex, Inc under EIN 11-2582405 and plan number 003. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,052,157
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240923084125NAL0011231505002
Plan sponsor
Charm-Tex, Inc
EIN
11-2582405
Plan number
003
Location
Brooklyn, NY
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)$2.1M total assets
Net assets$2.1MLiabilities
Money in vs. money out
Total income / additions$307.5K
Total expenses$20K
Benefits paid / distributions$20K
Contributions
Employer$295K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,052,157
Net assets (EOY)
$2,052,157
Employer contributions
$295,000
Total income / additions
$307,502
Benefits paid
$20,000
Total expenses
$20,000
Net increase / (decrease)
$287,502

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923084125NAL0011231505002 cover?
It is the 2023 Form 5500 filing for Charmtex, Inc. Retirement Plan, reported by Charm-Tex, Inc (EIN 11-2582405).
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