Original filing (PDF)20240611200952NAL0028492321001

CHOY & COMPANY, INC.

Name: CHOY & COMPANY, INC. — CHOY & COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CHOY & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

CHOY & COMPANY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHOY & COMPANY, INC..

Plan sponsor

Name

CHOY & COMPANY, INC.

EIN

99-0252022

Address

PO BOX 61946 · HONOLULU, HI · 96839

Phone

(808) 737-9122

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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