· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
R JONATHAN CHARLESTON PA — R JONATHAN CHARLESTON PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014101443NAL0005384530001
R JONATHAN CHARLESTON PA
Form 5500-SF
FILING_RECEIVED
R JONATHAN CHARLESTON PA 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
9
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
R JONATHAN CHARLESTON PA
.
Find decision makers
Plan sponsor
Name
R JONATHAN CHARLESTON PA
EIN
56-2172215
Address
201 HAY ST · FAYETTEVILLE, NC · 283015582
Phone
(910) 485-2500
Industry
Law Offices
· Professional & Technical Services
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
2025-10-14
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
HARTMAN SIMONS & WOOD, LLP
HARTMAN SIMONS & WOOD LLP ASSOCIATES 401(K) PLAN
$1.1M · 11 participants
CONRADI DISSTON, LLP
CONRADI DISSTON 401(K) PLAN
$1.1M · 3 participants
RICE & QUATTRONE P.C.
RICE & QUATTRONE P.C. 401(K) PLAN
$1.1M · 7 participants
CARR, POTTER AND KWON
CARR, POTTER AND KWON RETIREMENT SAVINGS PLAN
$1.1M · 3 participants
NELSON & NELSON, LLP DBA THE NELSON LAW GROUP
NELSON & NELSON, LLP DBA THE NELSON LAW GROUP 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 9 participants
BYRON CHAPPELL LAW OFFICE INC
BYRON CHAPPELL LAW OFFICE INC DBA CHAPPELL & LANEHART PC EXPANDED MPP
$1.1M · 5 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
