2023 Form 5500 filing — Charter Manufacturing Company, Inc. Profit Sharing & 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 20241011174128NAL0012821923001) for Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan, reported by Charter Manufacturing Company, Inc. under EIN 39-1138388 and plan number 001. It reports 2,872 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)$454.6MReported net assets$454,583,744
Participants2.9K2,872
Provider compensation$257.3K3 Schedule C row(s)$257,259
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011174128NAL0012821923001
- Plan sponsor
- Charter Manufacturing Company, Inc.
- EIN
- 39-1138388
- Plan number
- 001
- Location
- Mequon, WI
- Received date
- not reported in the loaded dataset
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)$454.6M total assets
Net assets$454.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $454,583,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,583,744
- Employer contributions
- $16,008,486
- Participant contributions
- $18,983,264
- Total income / additions
- $101,487,676
- Benefits paid
- $35,442,062
- Administrative expenses
- $257,259
- Total expenses
- $35,706,803
- Net increase / (decrease)
- $65,780,873
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $163,918 | $0 |
| Robert W. Baird & Company | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $18,341 | not reported in the loaded dataset |