2023 Form 5500 filing — Charlatte America 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 20241014182054NAL0015411107001) for Charlatte America 401(K) Plan, reported by Charlatte America under EIN 54-1678071 and plan number 001. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014182054NAL0015411107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charlatte America
- EIN
- 54-1678071
- Plan number
- 001
- Location
- Bluefield, VA
- Participants
- 63
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,198,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,198,316
- Employer contributions
- $79,825
- Participant contributions
- $153,799
- Total income / additions
- $446,318
- Benefits paid
- $94,471
- Administrative expenses
- $1,182
- Total expenses
- $95,653
- Net increase / (decrease)
- $350,665
- Schedule source
- Schedule I