G.W. Charles Retirement Plan — Form 5500 plan (G.W. Charles, 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, G.W. Charles Retirement Plan is a benefit plan reported by G.W. Charles, Inc. under EIN 47-1996194 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $104,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G.W. Charles, Inc.
- EIN
- 47-1996194
- Plan number
- 001
- Plan type
- 2
- Location
- Millersville, MD
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $104,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240503212043NAL0020214049001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $104,994
- Net assets (EOY)
- $104,994
- Net assets (BOY)
- $112,681
Income & contributions
- Total income / additions
- -$7,687
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$7,687
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.