Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan — Form 5500 plan (Charleston/Orwig, 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, Charleston/Orwig, Inc. (Dba C.O.Nxt) Employee Stock Ownership Plan is a benefit plan reported by Charleston/Orwig, Inc. under EIN 39-1733783 and plan number 002. The latest loaded filing year is 2023. The filing reports 35 participants and $5,540,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charleston/Orwig, Inc.
- EIN
- 39-1733783
- Plan number
- 002
- Plan type
- 2
- Location
- Hartland, WI
- Latest filing year
- 2023
- Participants
- 35
- End-of-year plan assets
- $5,540,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35 | I | 20240624130313NAL0003959603001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,540,000
- Total liabilities (EOY)
- $1,417,618
- Net assets (EOY)
- $4,122,382
- Net assets (BOY)
- $3,995,027
Income & contributions
- Employer contributions
- $187,662
- Total income / additions
- $277,662
Expenses & distributions
- Benefits paid
- $99,083
- Total expenses
- $150,307
- Net increase / (decrease)
- $127,355
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.