How big is Charlmaree Tavern's plan?

Charlmaree Tavern's plan covered 10 participants for 2022.

Original filing (PDF)20230419094600NAL0002603808001

Charlmaree Tavern

Name: Charlmaree Tavern — Charlmaree Tavern 401(k) Profit, Form 5500 (2022)
Creator: Charlmaree Tavern
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlmaree Tavern 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Charlmaree Tavern's Charlmaree Tavern 401(k) Profit Sharing Plan & Trust covered 10 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Edward Rojas signed Charlmaree Tavern's 2022 Form 5500 as plan administrator.

Edward Rojas — 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

Charlmaree Tavern's EIN is 20-1909414.

EIN 20-1909414

Plan number 001

Plan year 2022

ACK ID 20230419094600NAL0002603808001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Charlmaree Tavern from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Charlmaree Tavern's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off