2023 Form 5500 filing — Choreo Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002145901NAL0017625858001) for Choreo Retirement Plan, reported by Choreo, LLC under EIN 41-1944416 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$37.9MReported net assets$37,908,953
Participants149
Provider compensation$10.6K1 Schedule C row(s)$10,615
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002145901NAL0017625858001
Plan sponsor
Choreo, LLC
EIN
41-1944416
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$37.9M total assets
Net assets$37.9MLiabilities$0
Money in vs. money out
Total income / additions$10.6M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$1.4M
Participant$2.9M
Full reported line items
Total assets (EOY)
$37,908,953
Total liabilities (EOY)
$0
Net assets (EOY)
$37,908,953
Employer contributions
$1,390,659
Participant contributions
$2,851,676
Total income / additions
$10,591,214
Benefits paid
$1,251,786
Administrative expenses
$11,143
Total expenses
$1,266,433
Net increase / (decrease)
$9,324,781
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $10.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002145901NAL0017625858001 cover?
It is the 2023 Form 5500 filing for Choreo Retirement Plan, reported by Choreo, LLC (EIN 41-1944416).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages