2023 Form 5500 filing — Creative Plan Designs, Ltd. 401k Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627100440NAL0014141856001) for Creative Plan Designs, Ltd. 401k Profit Sharing Plan, reported by Creative Plan Designs, Ltd. under EIN 11-2515970 and plan number 001. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240627100440NAL0014141856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creative Plan Designs, Ltd.
- EIN
- 11-2515970
- Plan number
- 001
- Location
- East Meadow, NY
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,812,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,812,750
- Employer contributions
- $49,301
- Participant contributions
- $236,860
- Total income / additions
- $1,164,998
- Benefits paid
- $1,928,462
- Administrative expenses
- $34,323
- Total expenses
- $1,962,785
- Net increase / (decrease)
- -$797,787
- Schedule source
- Schedule I