Original filing (PDF)20250616153353NAL0001094241001

CHARITABLE SERVICES COMPANY

Name: CHARITABLE SERVICES COMPANY — CHARITABLE SERVICES COMPANY PENSION PLAN, Form 5500 (2023)
Creator: CHARITABLE SERVICES COMPANY

Form 5500-SF

FILING_RECEIVED

CHARITABLE SERVICES COMPANY PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$913K

Net assets (EOY)

$913K

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 CHARITABLE SERVICES COMPANY.

Plan sponsor

Name

CHARITABLE SERVICES COMPANY

EIN

58-1337595all filings

Address

P.O. BOX 790 · LAGRANGE, GA · 30241

Phone

(706) 884-7348

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-16

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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