2023 Form 5500 filing — Choice Investments Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015103455NAL0016156707002) for Choice Investments Savings Plan, reported by Extra Energy, Inc. under EIN 55-0688280 and plan number 001. It reports 721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103455NAL0016156707002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Extra Energy, Inc.
- EIN
- 55-0688280
- Plan number
- 001
- Location
- Princeton, WV
- Participants
- 721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,258,944
- Net assets (EOY)
- $11,258,944
- Employer contributions
- $978,846
- Participant contributions
- $870,069
- Total income / additions
- $2,679,439
- Benefits paid
- $977,518
- Administrative expenses
- $6,637
- Total expenses
- $984,155
- Net increase / (decrease)
- $1,695,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $0 | $0 |