Choice Insurance Agency Inc Flexible Benefits Plan — Form 5500 plan (Choice Insurance Agency Inc)
Plain-English plan 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, Choice Insurance Agency Inc Flexible Benefits Plan is a benefit plan reported by Choice Insurance Agency Inc under EIN 04-3173055 and plan number 501. The latest loaded filing year is 2023. The filing reports 10 participants and $401 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Choice Insurance Agency Inc
- EIN
- 04-3173055
- Plan number
- 501
- Plan type
- 2
- Location
- Fitchburg, MA
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $401
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241015172024NAL0029232945001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $401
- Total liabilities (EOY)
- $401
- Net assets (EOY)
- $0
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $86,534
- Participant contributions
- $60,589
- Total income / additions
- $147,123
Expenses & distributions
- Benefits paid
- $146,523
- Administrative expenses
- $600
- Total expenses
- $147,123
- Net increase / (decrease)
- $0
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.