Creative Associates International, Inc. Incentive Savings Program — Form 5500 plan (Creative Associates International, 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, Creative Associates International, Inc. Incentive Savings Program is a benefit plan reported by Creative Associates International, Inc. under EIN 52-1154258 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $35,111,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Creative Associates International, Inc.
- EIN
- 52-1154258
- Plan number
- 001
- Plan type
- 2
- Location
- Chevy Chase, MD
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $35,111,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20241015144244NAL0058195634001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,111,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,111,600
- Net assets (BOY)
- $31,449,789
Income & contributions
- Employer contributions
- $1,177,588
- Participant contributions
- $2,071,691
- Total contributions
- $3,638,792
- Total income / additions
- $8,793,761
Expenses & distributions
- Benefits paid
- $5,045,426
- Administrative expenses
- $86,524
- Total expenses
- $5,131,950
- Net increase / (decrease)
- $3,661,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $48,542 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER & INV | $33,997 | not reported in the loaded dataset | 2023 |
| Jm Pension Advisory, Inc. | CONTRACT ADMINISTRATOR | $14,881 | not reported in the loaded dataset | 2023 |
| Rubino & Company | AUDITOR | $2,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Creative Associates International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Chevy Chase, MD
- Global Retirement Partners — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Jm Pension Advisory, Inc. — Schedule C compensation
- Rubino & Company — Schedule C compensation