Choate Construction Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Choate Construction Company (EIN 58-1851823) is a plan sponsor located in Atlanta, GA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1851823
Location
Atlanta, GA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Choate Construction Company

  • 3 loaded plans hold $485.1M in reported assets.
  • The largest, Choate Construction Company Employee Stock Ownership Plan, holds 84% of this company's reported plan assets.
  • Plans cover 1,896 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$429.6MSummed across loaded plans$429,601,525
Total reported assets$485.1M$485,134,326
Total reported participants1.9K1,896
Total reported liabilities$55.5M$55,532,801

Reported net position

Reported assets = net assets + liabilities (summed)$485.1M total assets
Net assets$429.6MLiabilities$55.5M
Contributions & income
Employer contributions$17M
Participant contributions$5.1M
Total income / additions$120.6M
Expenses & distributions
Benefits paid / distributions$13.9M
Total expenses$15.6M
Net increase / (decrease)$105.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets84%Choate Construction Company Employee Stock Ownership Plan
Participants per plan632Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 621 participants · 2023
  2. 2
    Plan #001 · 713 participants · 2023
  3. 3
    Choate Construction Company Benefit Plannot reported in the loaded dataset
    Plan #516 · 562 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Choate Construction Company. Open one for its full reported snapshot.

  1. 2023
    Choate Construction Company Profit Sharing Plan713 participants · 2Sch HSch C
    View filing →
  2. 2023
    Choate Construction Company Employee Stock Ownership Plan621 participants · 2Sch H
    View filing →
  3. 2023
    Choate Construction Company Benefit Plan562 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Choate Construction Company report on Form 5500?
Choate Construction Company (EIN 58-1851823) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Choate Construction Company?
The Employer Identification Number (EIN) reported for Choate Construction Company is 58-1851823.
What is the latest Form 5500 filing year for Choate Construction Company?
The latest loaded Form 5500 filing year for Choate Construction Company is 2023.

Related Form 5500 pages