Charter Oak Landscape, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Charter Oak Landscape, 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, Charter Oak Landscape, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Charter Oak Landscape, Inc. under EIN 06-0868390 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $110,344 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charter Oak Landscape, Inc.
- EIN
- 06-0868390
- Plan number
- 002
- Plan type
- 2
- Location
- Avon, CT
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $110,344
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20250130104506NAL0000461347002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $110,344
- Net assets (EOY)
- $110,344
- Net assets (BOY)
- $121,426
Income & contributions
- Total income / additions
- $3,918
Expenses & distributions
- Benefits paid
- $15,000
- Total expenses
- $15,000
- Net increase / (decrease)
- -$11,082
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.