Charm Sciences, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Charm Sciences, Inc.)
Plain-English plan 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, Charm Sciences, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Charm Sciences, Inc. under EIN 04-2635968 and plan number 002. The latest loaded filing year is 2023. The filing reports 437 participants and $41,424,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charm Sciences, Inc.
- EIN
- 04-2635968
- Plan number
- 002
- Plan type
- 2
- Location
- Lawrence, MA
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $41,424,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20241003142131NAL0010659105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,424,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,424,279
- Net assets (BOY)
- $34,727,100
Income & contributions
- Employer contributions
- $899,316
- Participant contributions
- $1,814,339
- Total contributions
- $2,786,231
- Total income / additions
- $8,108,991
Expenses & distributions
- Benefits paid
- $1,346,991
- Administrative expenses
- $63,982
- Total expenses
- $1,411,812
- Net increase / (decrease)
- $6,697,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $48,119 | not reported in the loaded dataset | 2023 |
| Charm Sciences Inc | OTHER | $15,438 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $125 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charm Sciences, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lawrence, MA
- Global Retirement Partners LLC — Schedule C compensation
- Charm Sciences Inc — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation