Plan5500

Choice Investments Savings Plan — Form 5500 plan (Extra Energy, 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 Investments Savings Plan is a benefit plan reported by Extra Energy, Inc. under EIN 55-0688280 and plan number 001. The latest loaded filing year is 2023. The filing reports 721 participants and $11,258,944 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Extra Energy, Inc.
EIN
55-0688280
Plan number
001
Plan type
2
Location
Princeton, WV
Latest filing year
2023
Participants
721
End-of-year plan assets
$11,258,944

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023721H, C20241015103455NAL0016156707002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,258,944
Net assets (EOY)
$11,258,944
Net assets (BOY)
$9,563,660

Income & contributions

Employer contributions
$978,846
Participant contributions
$870,069
Total contributions
$1,863,234
Total income / additions
$2,679,439

Expenses & distributions

Benefits paid
$977,518
Administrative expenses
$6,637
Total expenses
$984,155
Net increase / (decrease)
$1,695,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages