2023 Form 5500 filing — Charlie Health 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 20241015153756NAL0030196001001) for Charlie Health 401(K) Plan, reported by Charlie Health, Inc. under EIN 84-4582670 and plan number 001. It reports 344 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)$5.1MReported net assets$5,140,910
Participants344
Provider compensation$9.3K1 Schedule C row(s)$9,300
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015153756NAL0030196001001
- Plan sponsor
- Charlie Health, Inc.
- EIN
- 84-4582670
- Plan number
- 001
- Location
- Bozeman, MT
- 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)$5.1M total assets
Net assets$5.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,140,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,140,910
- Employer contributions
- $1,080,787
- Participant contributions
- $2,079,326
- Total income / additions
- $4,317,524
- Benefits paid
- $281,651
- Administrative expenses
- $10,416
- Total expenses
- $303,659
- Net increase / (decrease)
- $4,013,865
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
Frequently asked questions
- What does EFAST2 acknowledgement 20241015153756NAL0030196001001 cover?
- It is the 2023 Form 5500 filing for Charlie Health 401(K) Plan, reported by Charlie Health, Inc. (EIN 84-4582670).
- 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).