Choctaw Global LLC Retirement Plan — Form 5500 plan (Choctaw Global, LLC)

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, Choctaw Global LLC Retirement Plan is a benefit plan reported by Choctaw Global, LLC under EIN 82-2045993 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $9,039,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Choctaw Global, LLC
EIN
82-2045993
Plan number
001
Plan type
2
Location
Durant, OK
Latest filing year
2023
Participants
206
End-of-year plan assets
$9,039,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20240905101628NAL0021407473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,039,644
Total liabilities (EOY)
$0
Net assets (EOY)
$9,039,644
Net assets (BOY)
$8,168,049

Income & contributions

Employer contributions
$283,119
Participant contributions
$376,548
Total contributions
$850,294
Total income / additions
$2,062,155

Expenses & distributions

Benefits paid
$1,082,898
Administrative expenses
$48,413
Total expenses
$1,131,311
Net increase / (decrease)
$930,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,413$02023
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$20,7832023

Related Form 5500 pages