Original filing (PDF)20231026132652NAL0004862899001

CHARLES AQUATICS, INC.

Name: CHARLES AQUATICS, INC. — CHARLES AQUATICS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: CHARLES AQUATICS, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES AQUATICS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 5.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 5.8 months past the 10.5-month grace window.

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 AQUATICS, INC..

Plan sponsor

Name

CHARLES AQUATICS, INC.

EIN

20-2372508

Address

6869 PHILLIPS PARKWAY DR S · JACKSONVILLE, FL · 322561565

Phone

(904) 997-0044

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

JAMES H. CHARLES III

EIN

20-2372508

City

JACKSONVILLE, FL

Phone

(904) 997-0044

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-06-16

Filed

2023-10-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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