2023 Form 5500 filing — Executive Charge Inc 401(K) Profit Sharing Plan & Trust

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 20241003090846NAL0005610723001) for Executive Charge Inc 401(K) Profit Sharing Plan & Trust, reported by Executive Charge Inc under EIN 11-2456247 and plan number 002. It reports 212 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)$5.6MReported net assets$5,632,940
Participants212
Provider compensation$23.3K2 Schedule C row(s)$23,340
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003090846NAL0005610723001
Plan sponsor
Executive Charge Inc
EIN
11-2456247
Plan number
002
Location
Long Island City, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$679.9K
Benefits paid / distributions$624.9K
Contributions
Employer$0
Participant$203.2K
Full reported line items
Total assets (EOY)
$5,632,940
Total liabilities (EOY)
$0
Net assets (EOY)
$5,632,940
Employer contributions
$0
Participant contributions
$203,203
Total income / additions
$1,119,806
Benefits paid
$624,891
Administrative expenses
$39,460
Total expenses
$679,939
Net increase / (decrease)
$439,867
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $14.3K
  2. 2
    RECORDKEEPER · Direct $9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003090846NAL0005610723001 cover?
It is the 2023 Form 5500 filing for Executive Charge Inc 401(K) Profit Sharing Plan & Trust, reported by Executive Charge Inc (EIN 11-2456247).
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