Original filing (PDF)20250430092826NAL0001708369001

THE CHATLOS FOUNDATION, INC.

Name: THE CHATLOS FOUNDATION, INC. — THE CHATLOS FOUNDATION, INC. MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: THE CHATLOS FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

THE CHATLOS FOUNDATION, INC. MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHATLOS FOUNDATION, INC..

Plan sponsor

Name

THE CHATLOS FOUNDATION, INC.

EIN

13-6161425

Address

PO BOX 915048 · LONGWOOD, FL · 327915048

Phone

(407) 862-5077

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

INTERNATIONAL DAIRY DELI BAKERY ASSOCIATION, INC.

IDDBA 401(K) PLAN

$4.5M · 20 participants

UNITED WAY OF THE CAPITAL REGION

UNITED WAY OF THE CAPITAL REGION 401(K) RETIREMENT PLAN

$4.5M · 22 participants

AMERICAN GAMING ASSOCIATION

AMERICAN GAMING ASSOCIATION 401(K) PROFIT SHARING PLAN

$4.5M · 21 participants

ROBINSON HALL LLC

ROBINSON HALL LLC 401K PLAN

$4.5M · 15 participants

AMERICAN BOARD OF PHYSICAL MEDICINE AND REHABILITATION

ABPMR 401(K) RETIREMENT PLAN