How big is Charlies, Inc.'s plan?

Charlies, Inc.'s plan reported $2.1M in assets and 58 participants for 2024.

Original filing (PDF)20251010124023NAL0018554338001

Charlies, Inc.

Name: Charlies, Inc. — Charlies, Inc. Profit Sharing Plan, Form 5500 (2024)
Creator: Charlies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlies, Inc. Profit Sharing Plan

401(k) retirement plan · Charlies, Inc.'s Charlies, Inc. Profit Sharing Plan held $2.1M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Charlies, Inc.'s EIN is 21-0657791.

EIN 21-0657791

Plan number 001

Plan year 2024

ACK ID 20251010124023NAL0018554338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlies, Inc.'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 CHARLIES, INC..

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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