2023 Form 5500 filing — Choice Insurance Agency Inc Flexible Benefits 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 20241015172024NAL0029232945001) for Choice Insurance Agency Inc Flexible Benefits Plan, reported by Choice Insurance Agency Inc under EIN 04-3173055 and plan number 501. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015172024NAL0029232945001
Plan sponsor
Choice Insurance Agency Inc
EIN
04-3173055
Plan number
501
Location
Fitchburg, MA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$401 total assets
Net assets$0Liabilities$401
Money in vs. money out
Total income / additions$147.1K
Total expenses$147.1K
Benefits paid / distributions$146.5K
Contributions
Employer$86.5K
Participant$60.6K
Full reported line items
Total assets (EOY)
$401
Total liabilities (EOY)
$401
Net assets (EOY)
$0
Employer contributions
$86,534
Participant contributions
$60,589
Total income / additions
$147,123
Benefits paid
$146,523
Administrative expenses
$600
Total expenses
$147,123
Net increase / (decrease)
$0

Related Form 5500 pages