2023 Form 5500 filing — Charter One 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 20250415142851NAL0003367745001) for Charter One 401(K) Plan, reported by Charter One, LLC under EIN 82-3735558 and plan number 001. It reports 2,844 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415142851NAL0003367745001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Charter One, LLC
- EIN
- 82-3735558
- Plan number
- 001
- Location
- Mesa, AZ
- Participants
- 2,844
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,205,934
- Net assets (EOY)
- $23,205,934
- Employer contributions
- $1,887,751
- Participant contributions
- $4,332,259
- Total income / additions
- $10,268,830
- Benefits paid
- $1,717,907
- Administrative expenses
- $258,942
- Total expenses
- $1,976,849
- Net increase / (decrease)
- $8,291,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Ins Co | RECORDKEEPER | $23,781 | not reported in the loaded dataset |