Original filing (PDF)20231009155310NAL0036059664001

CHARIS FOOD & BEVERAGE CONSULT

Name: CHARIS FOOD & BEVERAGE CONSULT — CHARIS FOOD & BEVERAGE CONSULT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: CHARIS FOOD & BEVERAGE CONSULT

Form 5500-SF

FILING_RECEIVED

CHARIS FOOD & BEVERAGE CONSULT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$113K

Net assets (EOY)

$113K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARIS FOOD & BEVERAGE CONSULT.

Plan sponsor

Name

CHARIS FOOD & BEVERAGE CONSULT

EIN

82-0950764

Address

7691 GARLAND AVE · FRESNO, CA · 93737

Phone

(559) 392-4088

Industry

Accommodation & Food Servicessee 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

2023-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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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