Original filing (PDF)20230703101157NAL0007444899001

CHARLES OURSLER III

Name: CHARLES OURSLER III — CHARLES OURSLER III SELF-EMPLOYED DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: CHARLES OURSLER III

Form 5500-SF

FILING_RECEIVED

CHARLES OURSLER III SELF-EMPLOYED DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CHARLES OURSLER III

EIN

13-4002157

Address

313 HENRY STREET · NEW YORK, NY · 10002

Phone

(917) 375-4190

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-23

Filed

2023-07-03

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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