Choplick Investment Group Retirement Plan — Form 5500 plan (Choplick Investment Group)
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, Choplick Investment Group Retirement Plan is a benefit plan reported by Choplick Investment Group under EIN 47-4178971 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $29,309 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.3KPlan net assets, end of year$29,309
Participants2Covered participants reported
Assets / participant$14.7KComputed: assets ÷ participants$14,655 (computed)
Provider compensationNone reported
- Plan sponsor
- Choplick Investment Group
- EIN
- 47-4178971
- Plan number
- 001
- Plan type
- 2
- Location
- Glendora, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240314131142NAL0038241505001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.3K total assets
Net assets$29.3KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $29,309
- Net assets (EOY)
- $29,309
- Net assets (BOY)
- $2,117
Income & contributions
- Total income / additions
- $27,192
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $27,192
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.