2023 Form 5500 filing — Charter Foods 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 20241010082040NAL0019791585001) for Charter Foods Inc. 401(K) Plan, reported by Charter Foods Inc. under EIN 62-1742741 and plan number 001. It reports 1,014 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010082040NAL0019791585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charter Foods Inc.
- EIN
- 62-1742741
- Plan number
- 001
- Location
- Morristown, TN
- Participants
- 1,014
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,768,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,768,948
- Employer contributions
- $543,149
- Participant contributions
- $1,057,130
- Total income / additions
- $2,626,910
- Benefits paid
- $393,946
- Administrative expenses
- $61,350
- Total expenses
- $455,296
- Net increase / (decrease)
- $2,171,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Silver Oak Securities, Inc. | INVESTMENT ADVISORY - PL | $24,211 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $16,339 | $5,985 |
| Erisa Services, Inc. | RECORDKEEPER | $17,251 | $0 |
| Active Core Passive Through Targetd | INVESTMENT ADVISORY - PL | $3,549 | not reported in the loaded dataset |