Creative Management Services, LLC 401(K) Plan — Form 5500 plan (Creative Management Services, 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, Creative Management Services, LLC 401(K) Plan is a benefit plan reported by Creative Management Services, LLC under EIN 43-1854837 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $37,584,888 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Creative Management Services, LLC
EIN
43-1854837
Plan number
001
Plan type
2
Location
Paramus, NJ
Latest filing year
2023
Participants
355
End-of-year plan assets
$37,584,888

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023355H, C20240909143018NAL0002419027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,584,888
Total liabilities (EOY)
$0
Net assets (EOY)
$37,584,888
Net assets (BOY)
$33,522,724

Income & contributions

Employer contributions
$583,198
Participant contributions
$2,042,996
Total contributions
$3,572,577
Total income / additions
$10,453,763

Expenses & distributions

Benefits paid
$6,381,182
Administrative expenses
$10,417
Total expenses
$6,391,599
Net increase / (decrease)
$4,062,164

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits & Financial GroupSERVICE PROVIDER$10,417not reported in the loaded dataset2023

Related Form 5500 pages