401k Plan data: CHARTER 401(K) PLAN plan

CHARTER 401(K) PLAN 401k Plan overview

Plan Name	CHARTER 401(K) PLAN
Plan identification number	001

CHARTER 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHARTER GLOBAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARTER GLOBAL, INC.

Employer identification number (EIN): 582117761

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MONIKA SINGH
001 2016-01-01 MONIKA SINGH
001 2015-01-01 NAVEEN CHAWLA NAVEEN CHAWLA
001 2015-01-01 NAVEEN CHAWLA NAVEEN CHAWLA
001 2015-01-01 NAVEEN CHAWLA
001 2014-01-01 NAVEEN CHAWLA NAVEEN CHAWLA
001 2012-01-01 NAVEEN CHAWLA 2013-10-15
001 2011-01-01 NAVEEN CHAWLA 2012-10-09
001 2010-01-01 NAVEEN CHAWLA 2011-10-04

Plan Statistics for CHARTER 401(K) PLAN

401k plan membership statisitcs for CHARTER 401(K) PLAN

Measure Date Value
2022: CHARTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 59
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 44
Total of all active and inactive participants 2022-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 103
Number of participants with account balances 2022-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CHARTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 68
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 46
Total of all active and inactive participants 2021-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 114
Number of participants with account balances 2021-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CHARTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 85
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 36
Total of all active and inactive participants 2020-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 121
Number of participants with account balances 2020-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CHARTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 143
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 183
Number of participants with account balances 2019-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CHARTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 169
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 208
Number of participants with account balances 2018-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CHARTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 227
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 61
Total of all active and inactive participants 2017-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 288
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CHARTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 352
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 47
Total of all active and inactive participants 2016-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 399
Number of participants with account balances 2016-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CHARTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 252
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 273
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CHARTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 159
Number of retired or separated participants receiving benefits 2014-01-01 34
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: CHARTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	59
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	44
Total of all active and inactive participants	2022-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	103
Number of participants with account balances	2022-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CHARTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	68
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	46
Total of all active and inactive participants	2021-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	114
Number of participants with account balances	2021-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CHARTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	85
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	36
Total of all active and inactive participants	2020-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	121
Number of participants with account balances	2020-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CHARTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	143
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	183
Number of participants with account balances	2019-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CHARTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	169
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	208
Number of participants with account balances	2018-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CHARTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	227
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	61
Total of all active and inactive participants	2017-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	288
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CHARTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	352
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	47
Total of all active and inactive participants	2016-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	399
Number of participants with account balances	2016-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CHARTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	252
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	273
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CHARTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	159
Number of retired or separated participants receiving benefits	2014-01-01	34
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on CHARTER 401(K) PLAN

Measure	Date	Value
2022 : CHARTER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-647,253
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$236,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$207,802
Value of total corrective distributions	2022-12-31	$15,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$467,992
Value of total assets at end of year	2022-12-31	$3,584,260
Value of total assets at beginning of year	2022-12-31	$4,468,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,094
Total interest from all sources	2022-12-31	$1,611
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$47,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$47,146
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$384,107
Participant contributions at end of year	2022-12-31	$18,180
Participant contributions at beginning of year	2022-12-31	$6,365
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$492,470
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$758,402
Other income not declared elsewhere	2022-12-31	$-290,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-883,805
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,584,260
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,468,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$11,419
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,943,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,651,584
Interest on participant loans	2022-12-31	$203
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$32,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$96,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$19,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$19,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$33,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-873,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$83,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$207,802
Contract administrator fees	2022-12-31	$1,675
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	AGL CPA GROUP, LLC
Accountancy firm EIN	2022-12-31	471077462
2021 : CHARTER 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,071,845
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$245,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$182,956
Value of total corrective distributions	2021-12-31	$48,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$438,504
Value of total assets at end of year	2021-12-31	$4,468,065
Value of total assets at beginning of year	2021-12-31	$3,641,509
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,381
Total interest from all sources	2021-12-31	$1,714
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$96,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$96,981
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$363,181
Participant contributions at end of year	2021-12-31	$6,365
Participant contributions at beginning of year	2021-12-31	$45,213
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$11,136
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$758,402
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$630,836
Other income not declared elsewhere	2021-12-31	$55,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$826,556
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,468,065
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,641,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$11,741
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,651,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,867,603
Interest on participant loans	2021-12-31	$1,714
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$32,708
Value of interest in common/collective trusts at beginning of year	2021-12-31	$44,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$19,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$39,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$39,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$478,783
Net investment gain or loss from common/collective trusts	2021-12-31	$643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$75,323
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$2,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$182,956
Contract administrator fees	2021-12-31	$1,640
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	AGL CPA GROUP, LLC
Accountancy firm EIN	2021-12-31	471077462
2020 : CHARTER 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,026,770
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$494,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$371,185
Value of total corrective distributions	2020-12-31	$106,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$483,781
Value of total assets at end of year	2020-12-31	$3,641,509
Value of total assets at beginning of year	2020-12-31	$3,109,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,157
Total interest from all sources	2020-12-31	$1,092
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$45,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$45,975
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$350,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$336,307
Participant contributions at end of year	2020-12-31	$45,213
Participant contributions at beginning of year	2020-12-31	$5,975
Participant contributions at end of year	2020-12-31	$11,136
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$630,836
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$213,441
Other income not declared elsewhere	2020-12-31	$95,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$532,195
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,641,509
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,109,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$8,947
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,867,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,847,016
Interest on participant loans	2020-12-31	$1,074
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$44,649
Value of interest in common/collective trusts at beginning of year	2020-12-31	$42,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$39,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$399,909
Net investment gain or loss from common/collective trusts	2020-12-31	$990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$147,474
Employer contributions (assets) at end of year	2020-12-31	$2,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$371,185
Contract administrator fees	2020-12-31	$8,210
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	AGL CPA GROUP, LLC
Accountancy firm EIN	2020-12-31	471077462
2019 : CHARTER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,139,412
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$362,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$261,628
Value of total corrective distributions	2019-12-31	$81,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$488,155
Value of total assets at end of year	2019-12-31	$3,109,314
Value of total assets at beginning of year	2019-12-31	$2,332,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,043
Total interest from all sources	2019-12-31	$452
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$65,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$65,459
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$382,222
Participant contributions at end of year	2019-12-31	$5,975
Participant contributions at beginning of year	2019-12-31	$17,582
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$19,468
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$213,441
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,964
Other income not declared elsewhere	2019-12-31	$25,097
Administrative expenses (other) incurred	2019-12-31	$132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$776,977
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,109,314
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,332,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,007
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,847,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,221,735
Interest on participant loans	2019-12-31	$9
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$42,594
Value of interest in common/collective trusts at beginning of year	2019-12-31	$46,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$23,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$23,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$559,143
Net investment gain or loss from common/collective trusts	2019-12-31	$1,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$80,969
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$3,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$261,628
Contract administrator fees	2019-12-31	$10,904
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	AGL CPA GROUP, LLC
Accountancy firm EIN	2019-12-31	471077462
2018 : CHARTER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$276,996
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$536,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$514,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$443,029
Value of total assets at end of year	2018-12-31	$2,332,337
Value of total assets at beginning of year	2018-12-31	$2,591,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,137
Total interest from all sources	2018-12-31	$606
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$53,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$53,678
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$391,705
Participant contributions at end of year	2018-12-31	$17,582
Participant contributions at beginning of year	2018-12-31	$30,842
Participant contributions at end of year	2018-12-31	$19,468
Participant contributions at beginning of year	2018-12-31	$15,887
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-259,536
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,332,337
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,591,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$7,569
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,221,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,419,887
Value of interest in common/collective trusts at end of year	2018-12-31	$46,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$23,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$125,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$125,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$606
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-222,239
Net investment gain or loss from common/collective trusts	2018-12-31	$1,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$43,986
Employer contributions (assets) at end of year	2018-12-31	$3,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$514,395
Contract administrator fees	2018-12-31	$14,568
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	AGL CPA GROUP, LLC
Accountancy firm EIN	2018-12-31	471077462
2017 : CHARTER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$716,841
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$318,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$289,329
Value of total corrective distributions	2017-12-31	$9,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$380,733
Value of total assets at end of year	2017-12-31	$2,591,873
Value of total assets at beginning of year	2017-12-31	$2,193,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,170
Total interest from all sources	2017-12-31	$734
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$52,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$52,701
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$350,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$376,118
Participant contributions at end of year	2017-12-31	$30,842
Participant contributions at beginning of year	2017-12-31	$49,823
Participant contributions at end of year	2017-12-31	$15,887
Participant contributions at beginning of year	2017-12-31	$1,628
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$398,001
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,591,873
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,193,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$6,674
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,419,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,012,240
Interest on participant loans	2017-12-31	$270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$125,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$130,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$130,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$464
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$282,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$289,329
Contract administrator fees	2017-12-31	$13,496
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	AGL CPA GROUP, LLC
Accountancy firm EIN	2017-12-31	471077462
2016 : CHARTER 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,064
Total income from all sources (including contributions)	2016-12-31	$851,211
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$201,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$184,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$688,989
Value of total assets at end of year	2016-12-31	$2,193,872
Value of total assets at beginning of year	2016-12-31	$1,546,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,429
Total interest from all sources	2016-12-31	$6,199
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$52,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$52,124
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$350,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$528,803
Participant contributions at end of year	2016-12-31	$49,823
Participant contributions at beginning of year	2016-12-31	$50,591
Participant contributions at end of year	2016-12-31	$1,628
Participant contributions at beginning of year	2016-12-31	$26,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$649,227
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,193,872
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,544,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$5,300
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,012,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,361,352
Interest on participant loans	2016-12-31	$6,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$130,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$73,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$73,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$102,689
Net investment gain or loss from common/collective trusts	2016-12-31	$1,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$160,186
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$33,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$184,555
Contract administrator fees	2016-12-31	$12,129
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$2,064
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	AGL CPA GROUP, LLC
Accountancy firm EIN	2016-12-31	471077462
2015 : CHARTER 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$689
Total income from all sources (including contributions)	2015-12-31	$599,739
Total of all expenses incurred	2015-12-31	$310,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$303,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$609,507
Value of total assets at end of year	2015-12-31	$1,546,354
Value of total assets at beginning of year	2015-12-31	$1,255,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,644
Total interest from all sources	2015-12-31	$36,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$50,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$398,690
Participant contributions at end of year	2015-12-31	$50,591
Participant contributions at beginning of year	2015-12-31	$35,843
Participant contributions at end of year	2015-12-31	$26,986
Participant contributions at beginning of year	2015-12-31	$9,009
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$2,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$289,210
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,544,290
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,255,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$6,644
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,361,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$136,771
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,050,375
Interest on participant loans	2015-12-31	$3,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$73,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$32,285
Net investment gain/loss from pooled separate accounts	2015-12-31	$-45,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	Yes
Contributions received in cash from employer	2015-12-31	$209,997
Employer contributions (assets) at end of year	2015-12-31	$33,469
Employer contributions (assets) at beginning of year	2015-12-31	$23,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$303,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WILSON LEWIS, LLC
Accountancy firm EIN	2015-12-31	582466648
2014 : CHARTER 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$316
Total income from all sources (including contributions)	2014-12-31	$527,497
Total of all expenses incurred	2014-12-31	$146,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$146,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$415,456
Value of total assets at end of year	2014-12-31	$1,255,769
Value of total assets at beginning of year	2014-12-31	$874,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$850
Total interest from all sources	2014-12-31	$4,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$25,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$166,202
Participant contributions at end of year	2014-12-31	$35,843
Participant contributions at beginning of year	2014-12-31	$86,408
Participant contributions at end of year	2014-12-31	$9,009
Participant contributions at beginning of year	2014-12-31	$13,686
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$380,561
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,255,080
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$874,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$850
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,050,375
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$723,763
Interest on participant loans	2014-12-31	$2,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$136,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$26,457
Net investment gain/loss from pooled separate accounts	2014-12-31	$107,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	Yes
Contributions received in cash from employer	2014-12-31	$242,073
Employer contributions (assets) at end of year	2014-12-31	$23,771
Employer contributions (assets) at beginning of year	2014-12-31	$24,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$146,086
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WILSON LEWIS, LLC
Accountancy firm EIN	2014-12-31	582466648
2013 : CHARTER 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$316
Total income from all sources (including contributions)	2013-12-31	$348,790
Total of all expenses incurred	2013-12-31	$46,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$46,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$268,068
Value of total assets at end of year	2013-12-31	$874,835
Value of total assets at beginning of year	2013-12-31	$572,704
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$500
Total interest from all sources	2013-12-31	$1,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$50,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$94,001
Participant contributions at end of year	2013-12-31	$86,408
Participant contributions at beginning of year	2013-12-31	$8,908
Participant contributions at end of year	2013-12-31	$13,686
Participant contributions at beginning of year	2013-12-31	$1,367
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$115,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$301,815
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$874,519
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$572,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$500
Value of interest in pooled separate accounts at end of year	2013-12-31	$723,763
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$543,736
Interest on participant loans	2013-12-31	$1,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$26,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$17,733
Net investment gain/loss from pooled separate accounts	2013-12-31	$78,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	Yes
Contributions received in cash from employer	2013-12-31	$58,838
Employer contributions (assets) at end of year	2013-12-31	$24,521
Employer contributions (assets) at beginning of year	2013-12-31	$960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$46,475
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WILSON LEWIS, LLC
Accountancy firm EIN	2013-12-31	582466648

Form 5500 Responses for CHARTER 401(K) PLAN

2022: CHARTER 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHARTER 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHARTER 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHARTER 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHARTER 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHARTER 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHARTER 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHARTER 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHARTER 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

809636

Policy instance

Insurance contract or identification number	809636
Number of Individuals Covered	81
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHT617

Policy instance

Insurance contract or identification number	PHT617
Number of Individuals Covered	81
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $246
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $246
Insurance broker organization code?	3
Insurance broker name	NFP ADVISOR SERVICES, LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHT617

Policy instance

Insurance contract or identification number	PHT617
Number of Individuals Covered	89
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,354
Total amount of fees paid to insurance company	USD $528
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHT617

Policy instance

Insurance contract or identification number	PHT617
Number of Individuals Covered	55
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $1,624
Total amount of fees paid to insurance company	USD $259,414
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

CHARTER 401(K) PLAN [EIN = 853671214]

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Company Name:	CHARTER GLOBAL, INC.
Employer identification number (EIN):	582117761
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services