Original filing (PDF)20250916173205NAL0001306563001

Jeffrey L Charter a SOLE Proprietor

Name: Jeffrey L Charter a SOLE Proprietor — Jeffrey L, Form 5500 (2024)
Creator: Jeffrey L Charter a SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey L Charter a SOLE Proprietor Cash Balance Pension Plan

Defined-benefit pension plan · Jeffrey L Charter a SOLE Proprietor's Jeffrey L Charter a SOLE Proprietor Cash Balance Pension Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Jeffrey L Charter a SOLE Proprietor's EIN is 47-2241735.

EIN 47-2241735

Plan number 002

Plan year 2024

ACK ID 20250916173205NAL0001306563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey L Charter a SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey L Charter a SOLE Proprietor's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY L CHARTER A SOLE PROPRIETOR.

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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