Plan5500

2023 Form 5500 filing — Charleston Ent Associates, LLC Profit Sharing 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 20240925093950NAL0008200691001) for Charleston Ent Associates, LLC Profit Sharing Plan, reported by Charleston Ent Associates, LLC under EIN 58-2281023 and plan number 001. It reports 572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240925093950NAL0008200691001
Filing year
2023
Form type
2
Plan sponsor
Charleston Ent Associates, LLC
EIN
58-2281023
Plan number
001
Location
Charleston, SC
Participants
572
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$41,849,676
Total liabilities (EOY)
$0
Net assets (EOY)
$41,849,676
Employer contributions
$606,387
Participant contributions
$1,629,772
Total income / additions
$8,234,429
Benefits paid
$1,310,263
Administrative expenses
$100,097
Total expenses
$1,410,360
Net increase / (decrease)
$6,824,069
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wells Fargo Advisors Fin Network LlINVESTMENT ADVISOR$42,278not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$24,072$0
Bkd LlpAUDITOR$19,530not reported in the loaded dataset
Envestnet Retirement Solutions, LLCOTHER$7,455not reported in the loaded dataset
Qualified Retirement Plan Services,OTHER$5,000not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$1,762not reported in the loaded dataset

Related Form 5500 pages