2023 Form 5500 filing — Creative Office Resources 401(K) Plan & Trust

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 20241015115547NAL0028281137001) for Creative Office Resources 401(K) Plan & Trust, reported by Creative Office Pavilion, LLC Dba Creative Office Resources under EIN 04-3147560 and plan number 001. It reports 391 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)$66.2MReported net assets$66,232,360

Participants391

Provider compensation$62.8K3 Schedule C row(s)$62,768

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015115547NAL0028281137001
Plan sponsor: Creative Office Pavilion, LLC Dba Creative Office Resources
EIN: 04-3147560
Plan number: 001
Location: Boston, MA
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)$66.2M total assets

Net assets$66.2MLiabilities$0

Money in vs. money out

Total income / additions$15.4M

Total expenses$8.4M

Benefits paid / distributions$8.3M

Contributions

Employer$287.8K

Participant$3.8M

Full reported line items

Total assets (EOY): $66,232,360
Total liabilities (EOY): $0
Net assets (EOY): $66,232,360
Employer contributions: $287,775
Participant contributions: $3,847,150
Total income / additions: $15,432,876
Benefits paid: $8,331,381
Administrative expenses: $62,767
Total expenses: $8,394,165
Net increase / (decrease): $7,038,711

Schedule C

Reported service provider compensation

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

1
Commonwealth Financial Network$55.5K
ADVISOR · Direct $55.5K
2
Fidelity Investments Institutional$7.3K
RECORDKEEPER · Direct $7.3K · Indirect $0
3
Raymond James Financial Services$0
ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015115547NAL0028281137001 cover?: It is the 2023 Form 5500 filing for Creative Office Resources 401(K) Plan & Trust, reported by Creative Office Pavilion, LLC Dba Creative Office Resources (EIN 04-3147560).
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).