Creekside Companies, Inc. 401(K) Plan — Form 5500 plan (Creekside Companies, Inc.)

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, Creekside Companies, Inc. 401(K) Plan is a benefit plan reported by Creekside Companies, Inc. under EIN 32-0484813 and plan number 001. The latest loaded filing year is 2023. The filing reports 446 participants and $13,022,347 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Creekside Companies, Inc.
EIN
32-0484813
Plan number
001
Plan type
2
Location
Buffalo, MN
Latest filing year
2023
Participants
446
End-of-year plan assets
$13,022,347

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023446H, C20241009092347NAL0009068083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,022,347
Total liabilities (EOY)
$7,675
Net assets (EOY)
$13,014,672
Net assets (BOY)
$10,331,093

Income & contributions

Employer contributions
$499,238
Participant contributions
$962,383
Total contributions
$1,594,273
Total income / additions
$3,606,418

Expenses & distributions

Benefits paid
$862,073
Administrative expenses
$60,766
Total expenses
$922,839
Net increase / (decrease)
$2,683,579

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cpi Qualified Plan ConsultantsRECORDKEEPER$22,356not reported in the loaded dataset2023
Jw Cole Financial Inc.ADVISOR$21,836not reported in the loaded dataset2023

Related Form 5500 pages