How big is Charles Samelson, Inc.'s plan?

Charles Samelson, Inc.'s plan reported $6.8M in assets and 29 participants for 2025.

Original filing (PDF)20260305064813NAL0004108673001

Charles Samelson, Inc.

Name: Charles Samelson, Inc. — Charles Samelson, Inc., Form 5500 (2025)
Creator: Charles Samelson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Samelson, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Charles Samelson, Inc.'s Charles Samelson, Inc. Profit Sharing Plan held $6.8M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Robert Wolfson signed Charles Samelson, Inc.'s 2025 Form 5500 as plan administrator.

Robert Wolfson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charles Samelson, Inc.'s EIN is 13-2784382.

EIN 13-2784382

Plan number 003

Plan year 2025

ACK ID 20260305064813NAL0004108673001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles Samelson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles Samelson, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES SAMELSON, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score