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 Asset Management, Inc. Retirement Plan is a benefit plan reported by Creative Asset Management, Inc. under EIN 58-2025951 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $8,971,942 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,971,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,971,942
- Net assets (BOY)
- $6,888,992
Income & contributions
- Employer contributions
- $352,126
- Participant contributions
- $623,381
- Total contributions
- $1,105,568
- Total income / additions
- $2,265,947
Expenses & distributions
- Benefits paid
- $179,222
- Administrative expenses
- $3,775
- Total expenses
- $182,997
- Net increase / (decrease)
- $2,082,950