Choice Financial Group LLC
Plan context: Choice Financial Group LLC 401(K) Plan
EIN 82-1650902 • Virginia Beach, VA • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
291
2024 Assets
$6,869,119
2024 Contributions
$1,216,059
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 291 | $6,869,119 | $1,216,059 | $4,179iApproximate average salary by contribution assumption: employee only about $104,472 at 4% or $69,648 at 6%; with 50% employer match about $69,648 at 4% or $46,432 at 6%; with 100% employer match about $52,236 at 4% or $34,824 at 6%. |
| Choice Financial Group LLC 401(K) Plan | - | 291 | $6,869,119 | $1,216,059 | $4,179iApproximate average salary by contribution assumption: employee only about $104,472 at 4% or $69,648 at 6%; with 50% employer match about $69,648 at 4% or $46,432 at 6%; with 100% employer match about $52,236 at 4% or $34,824 at 6%. |
| 2023 | 1 | 220 | $5,065,248 | $925,161 | $4,205iApproximate average salary by contribution assumption: employee only about $105,132 at 4% or $70,088 at 6%; with 50% employer match about $70,088 at 4% or $46,725 at 6%; with 100% employer match about $52,566 at 4% or $35,044 at 6%. |
| Choice Financial Group LLC 401(K) Plan | - | 220 | $5,065,248 | $925,161 | $4,205iApproximate average salary by contribution assumption: employee only about $105,132 at 4% or $70,088 at 6%; with 50% employer match about $70,088 at 4% or $46,725 at 6%; with 100% employer match about $52,566 at 4% or $35,044 at 6%. |
| 2022 | 1 | 204 | $3,483,819 | $3,045,312 | $14,928iApproximate average salary by contribution assumption: employee only about $373,200 at 4% or $248,800 at 6%; with 50% employer match about $248,800 at 4% or $165,867 at 6%; with 100% employer match about $186,600 at 4% or $124,400 at 6%. |
| Choice Financial Group LLC 401(K) Plan | - | 204 | $3,483,819 | $3,045,312 | $14,928iApproximate average salary by contribution assumption: employee only about $373,200 at 4% or $248,800 at 6%; with 50% employer match about $248,800 at 4% or $165,867 at 6%; with 100% employer match about $186,600 at 4% or $124,400 at 6%. |
| 2021 | 1 | 74 | $692,831 | $330,911 | $4,472iApproximate average salary by contribution assumption: employee only about $111,794 at 4% or $74,530 at 6%; with 50% employer match about $74,530 at 4% or $49,686 at 6%; with 100% employer match about $55,897 at 4% or $37,265 at 6%. |
| Choice Financial Group LLC 401(K) Plan | - | 74 | $692,831 | $330,911 | $4,472iApproximate average salary by contribution assumption: employee only about $111,794 at 4% or $74,530 at 6%; with 50% employer match about $74,530 at 4% or $49,686 at 6%; with 100% employer match about $55,897 at 4% or $37,265 at 6%. |
| 2020 | 1 | 56 | $325,727 | $226,452 | $4,044iApproximate average salary by contribution assumption: employee only about $101,095 at 4% or $67,396 at 6%; with 50% employer match about $67,396 at 4% or $44,931 at 6%; with 100% employer match about $50,547 at 4% or $33,698 at 6%. |
| Choice Financial Group LLC 401(K) Plan | - | 56 | $325,727 | $226,452 | $4,044iApproximate average salary by contribution assumption: employee only about $101,095 at 4% or $67,396 at 6%; with 50% employer match about $67,396 at 4% or $44,931 at 6%; with 100% employer match about $50,547 at 4% or $33,698 at 6%. |
| 2019 | 1 | 33 | $84,177 | $79,930 | $2,422iApproximate average salary by contribution assumption: employee only about $60,553 at 4% or $40,369 at 6%; with 50% employer match about $40,369 at 4% or $26,912 at 6%; with 100% employer match about $30,277 at 4% or $20,184 at 6%. |
| Choice Financial Group LLC 401(K) Plan | - | 33 | $84,177 | $79,930 | $2,422iApproximate average salary by contribution assumption: employee only about $60,553 at 4% or $40,369 at 6%; with 50% employer match about $40,369 at 4% or $26,912 at 6%; with 100% employer match about $30,277 at 4% or $20,184 at 6%. |