2023 Form 5500 filing — Choice Schools Profit Sharing 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 20241015115236NAL0028266241001) for Choice Schools Profit Sharing Plan, reported by Choice Schools Associates, LLC under EIN 52-2113308 and plan number 001. It reports 1,310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115236NAL0028266241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Choice Schools Associates, LLC
- EIN
- 52-2113308
- Plan number
- 001
- Location
- Wyoming, MI
- Participants
- 1,310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,134,432
- Total liabilities (EOY)
- $66,658
- Net assets (EOY)
- $20,067,774
- Employer contributions
- $1,063,930
- Participant contributions
- $1,920,382
- Total income / additions
- $5,242,827
- Benefits paid
- $1,774,889
- Administrative expenses
- $142,610
- Total expenses
- $1,950,517
- Net increase / (decrease)
- $3,292,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluewater Asset Management | FINANCIAL ADVISOR | $71,164 | not reported in the loaded dataset |
| Penserv Plan Services, Inc. | RECORDKEEPER | $60,237 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAL | $11,205 | not reported in the loaded dataset |