Charming Charlie Holdings Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2017. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Charming Charlie Holdings Inc. 401(k) Plan Facts (plan year 2017)

Plan name
CHARMING CHARLIE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CHARMING CHARLIE HOLDINGS INC.
Participants
2,083 (1,475 active employees)
Former employees with a balance
248
Plan assets
$9,664,472 at Dec 31, 2017
Average account balance
$19,603 across 493 accounts
Employer contributions
$134,772 in plan year 2017 (9% of all contributions)
Plan year
Jan 1, 2017 – Dec 31, 2017
Plan established
Jan 1, 2009
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2017 (Jan 1, 2017 – Dec 31, 2017), filed Jan 28, 2019. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2017

  • $1.46 million went into the plan in contributions, $134,772 of it from the employer (9%).
  • $1.33 million was paid out to participants.
  • Investment and other income added $1.62 million.
  • Administrative expenses were $50,579, about $103 per account.

How the Charming Charlie Holdings Inc. 401(k) changed, 2012–2017

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20121,171$2.00 million$375,636$44,333
20132,001$3.78 million$412,942$518,847
20142,513$5.92 million$414,493$691,962
20153,120$7.37 million$485,089$686,304
20163,298$7.98 million—$1.56 million
20172,083$9.66 million$134,772$1.33 million

Charming Charlie Holdings Inc. 401(k) Contact Information

Phone
713-579-1907
Mailing address
5999 SAVOY DRIVE, HOUSTON TX 77036
Plan sponsor
CHARMING CHARLIE HOLDINGS INC.
Employer identification number (EIN)
87-0720263
Plan number
001

Questions about the Charming Charlie Holdings Inc. 401(k)

Is the Charming Charlie Holdings Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2017, and no later filing was found under this employer's EIN.

Does Charming Charlie Holdings Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2017 the employer contributed $134,772, 9% of all contributions.

Does the Charming Charlie Holdings Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Charming Charlie Holdings Inc 401(k) plan?

2,083 participants at the start of plan year 2017, 1,475 of them active employees, and 248 former employees who still had money in the plan.

What is the average 401(k) balance at Charming Charlie Holdings Inc?

About $19,603 per account: $9.66 million in plan assets across 493 accounts with a balance at the end of plan year 2017.

Who manages the Charming Charlie Holdings Inc 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

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