Original filing (PDF)20230530170014NAL0027773520001

CHARTER ENGINEERING, INC.

Name: CHARTER ENGINEERING, INC. — CHARTER ENGINEERING, INC. DEFINED BENEFIT PLAN, Form 5500 (2022)
Creator: CHARTER ENGINEERING, INC.

Form 5500-SF

FILING_RECEIVED

CHARTER ENGINEERING, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARTER ENGINEERING, INC..

Plan sponsor

Name

CHARTER ENGINEERING, INC.

EIN

59-3400419

Address

6729 55TH STREET NORTH · PINELLAS PARK, FL · 33781

Phone

(727) 525-1025

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-30

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

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

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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$0 · 4 participants