2023 Form 5500 filing — Creative Alternatives, Inc Retirement 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 20250116150014NAL0023594145001) for Creative Alternatives, Inc Retirement Plan & Trust, reported by Creative Alternatives, Inc. under EIN 94-2378380 and plan number 003. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250116150014NAL0023594145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creative Alternatives, Inc.
- EIN
- 94-2378380
- Plan number
- 003
- Location
- Turlock, CA
- Participants
- 335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,177,787
- Net assets (EOY)
- $9,177,787
- Employer contributions
- $242,974
- Total income / additions
- $1,491,909
- Benefits paid
- $688,724
- Administrative expenses
- $52,065
- Total expenses
- $740,789
- Net increase / (decrease)
- $751,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $35,177 | $0 |
| Merrill Lynch, Pierce, Fenner & S | INVESTMENT ADVISOR | $16,888 | not reported in the loaded dataset |