Creative Plan Designs, Ltd. 401k Profit Sharing Plan — Form 5500 plan (Creative Plan Designs, Ltd.)
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 Plan Designs, Ltd. 401k Profit Sharing Plan is a benefit plan reported by Creative Plan Designs, Ltd. under EIN 11-2515970 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $3,812,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Creative Plan Designs, Ltd.
- EIN
- 11-2515970
- Plan number
- 001
- Plan type
- 2
- Location
- East Meadow, NY
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $3,812,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240627100440NAL0014141856001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,812,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,812,750
- Net assets (BOY)
- $4,610,537
Income & contributions
- Employer contributions
- $49,301
- Participant contributions
- $236,860
- Total income / additions
- $1,164,998
Expenses & distributions
- Benefits paid
- $1,928,462
- Administrative expenses
- $34,323
- Total expenses
- $1,962,785
- Net increase / (decrease)
- -$797,787
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.