How big is Charles W TATE's plan?

Charles W TATE's plan reported $55K in assets and 3 participants for 2024.

Original filing (PDF)20250704070740NAL0000707091001

Charles W TATE

Name: Charles W TATE — Charles W TATE 401(k), Form 5500 (2024)
Creator: Charles W TATE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles W TATE 401(k)

401(k) retirement plan · Charles W TATE's Charles W TATE 401(k) held $55K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Shirley Horner signed Charles W TATE's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charles W TATE's EIN is 74-2576246.

EIN 74-2576246

Plan number 001

Plan year 2024

ACK ID 20250704070740NAL0000707091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles W TATE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles W TATE'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 CHARLES W TATE.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CHARLES W TATE

EIN

all filings

Address

1302 WAUGH DR BOX 940 · HOUSTON, TX · 77019

Phone

(913) 221-4026

Industry

Finance & Insurance

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

2025-07-04

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

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