Creative Works 403(B) Thrift Plan — Form 5500 plan (Creative Works)
Plain-English plan 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, Creative Works 403(B) Thrift Plan is a benefit plan reported by Creative Works under EIN 01-0280723 and plan number 001. The latest loaded filing year is 2023. The filing reports 416 participants and $5,810,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Creative Works
- EIN
- 01-0280723
- Plan number
- 001
- Plan type
- 2
- Location
- Westbrook, ME
- Latest filing year
- 2023
- Participants
- 416
- End-of-year plan assets
- $5,810,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20250414144400NAL0003316576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,810,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,810,638
- Net assets (BOY)
- $4,688,487
Income & contributions
- Employer contributions
- $301,418
- Participant contributions
- $686,743
- Total contributions
- $1,090,460
- Total income / additions
- $1,775,915
Expenses & distributions
- Benefits paid
- $641,138
- Administrative expenses
- $12,626
- Total expenses
- $653,764
- Net increase / (decrease)
- $1,122,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $12,626 | $0 | 2023 |