2023 Form 5500 filing — Creative & Response Research Services, Inc. Eps And 401k 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 20240828051000NAL0006632659001) for Creative & Response Research Services, Inc. Eps And 401k Plan, reported by Creative & Response Research Inc under EIN 36-2441654 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828051000NAL0006632659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creative & Response Research Inc
- EIN
- 36-2441654
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,554,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,554,090
- Employer contributions
- $358,626
- Participant contributions
- $1,456,045
- Total income / additions
- $7,187,277
- Benefits paid
- $3,148,646
- Administrative expenses
- $58,094
- Total expenses
- $3,206,740
- Net increase / (decrease)
- $3,980,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors, LLC | INVESTMENT/FINANCIAL ADVI | $29,150 | $0 |
| Adp, Inc. | RECORD KEEPER | $20,443 | $0 |
| Dufek & Company LLC | ACCOUNTANT | $8,500 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |