Creare 401(K) Savings And Retirement Plan And Trust — Form 5500 plan (Creare LLC)
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, Creare 401(K) Savings And Retirement Plan And Trust is a benefit plan reported by Creare LLC under EIN 02-0259551 and plan number 003. The latest loaded filing year is 2023. The filing reports 252 participants and $49,615,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Creare LLC
- EIN
- 02-0259551
- Plan number
- 003
- Plan type
- 2
- Location
- Hanover, NH
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $49,615,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20240725141948NAL0022672400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,615,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,615,587
- Net assets (BOY)
- $40,838,217
Income & contributions
- Employer contributions
- $622,993
- Participant contributions
- $1,916,845
- Total contributions
- $3,361,451
- Total income / additions
- $11,380,189
Expenses & distributions
- Benefits paid
- $2,546,083
- Administrative expenses
- $56,736
- Total expenses
- $2,602,819
- Net increase / (decrease)
- $8,777,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $55,536 | $0 | 2023 |
| Third Party Administrators, Inc | CONTRACT ADMINISTRATOR | $800 | $0 | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $400 | $0 | 2023 |