2023 Form 5500 filing — Charter Contracting Company, LLC 401(K) 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 20241015082114NAL0048474768001) for Charter Contracting Company, LLC 401(K) Retirement Plan, reported by Charter Contracting Company, LLC under EIN 47-2200775 and plan number 001. It reports 177 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)$16.4MReported net assets$16,350,883
Participants177
Provider compensation$64.6K3 Schedule C row(s)$64,641
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015082114NAL0048474768001
Plan sponsor
Charter Contracting Company, LLC
EIN
47-2200775
Plan number
001
Location
Boston, MA
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)$16.4M total assets
Net assets$16.4MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$403.6K
Benefits paid / distributions$359K
Contributions
Employer$359.9K
Participant$1.1M
Full reported line items
Total assets (EOY)
$16,350,883
Total liabilities (EOY)
$0
Net assets (EOY)
$16,350,883
Employer contributions
$359,872
Participant contributions
$1,051,276
Total income / additions
$4,077,747
Benefits paid
$359,000
Administrative expenses
$44,642
Total expenses
$403,642
Net increase / (decrease)
$3,674,105
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $44.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $20K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015082114NAL0048474768001 cover?
It is the 2023 Form 5500 filing for Charter Contracting Company, LLC 401(K) Retirement Plan, reported by Charter Contracting Company, LLC (EIN 47-2200775).
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