Creative Consulting Services, Inc. 401(K) Plan — Form 5500 plan (Creative Consulting Services, 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 Consulting Services, Inc. 401(K) Plan is a benefit plan reported by Creative Consulting Services, Inc. under EIN 58-2516943 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $4,499,873 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Creative Consulting Services, Inc.
EIN
58-2516943
Plan number
001
Plan type
2
Location
Winder, GA
Latest filing year
2023
Participants
137
End-of-year plan assets
$4,499,873

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241015133349NAL0057860530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,499,873
Total liabilities (EOY)
$0
Net assets (EOY)
$4,499,873
Net assets (BOY)
$3,601,061

Income & contributions

Employer contributions
$163,142
Participant contributions
$241,274
Total contributions
$420,259
Total income / additions
$1,004,079

Expenses & distributions

Benefits paid
$95,228
Administrative expenses
$10,039
Total expenses
$105,267
Net increase / (decrease)
$898,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Beacon Financial Advisors, Inc.INVESTMENT ADVISOR$7,000not reported in the loaded dataset2023
Alerus Financial, N.A.RECORDKEEPER$3,039$02023

Related Form 5500 pages