Charter Construction, Inc. — Form 5500 plan (Charter Construction, 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 Construction, Inc. is a benefit plan reported by Charter Construction, Inc. under EIN 62-1043941 and plan number 001. The latest loaded filing year is 2023. The filing reports 694 participants and $5,807,141 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Charter Construction, Inc.
EIN
62-1043941
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
694
End-of-year plan assets
$5,807,141

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023694H, C20241010122653NAL0020064609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,807,141
Total liabilities (EOY)
$0
Net assets (EOY)
$5,807,141
Net assets (BOY)
$4,038,862

Income & contributions

Employer contributions
$360,484
Participant contributions
$730,043
Total contributions
$1,243,665
Total income / additions
$2,075,526

Expenses & distributions

Benefits paid
$247,431
Administrative expenses
$58,346
Total expenses
$307,247
Net increase / (decrease)
$1,768,279

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$57,074$02023
Ftb Advisor IncINVESTMENT ADVISORY$0$26,6012023

Related Form 5500 pages