2023 Form 5500 filing — Creare 401(K) Savings And Retirement Plan And Trust
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 20240725141948NAL0022672400001) for Creare 401(K) Savings And Retirement Plan And Trust, reported by Creare LLC under EIN 02-0259551 and plan number 003. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725141948NAL0022672400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creare LLC
- EIN
- 02-0259551
- Plan number
- 003
- Location
- Hanover, NH
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,615,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,615,587
- Employer contributions
- $622,993
- Participant contributions
- $1,916,845
- Total income / additions
- $11,380,189
- Benefits paid
- $2,546,083
- Administrative expenses
- $56,736
- Total expenses
- $2,602,819
- Net increase / (decrease)
- $8,777,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $55,536 | $0 |
| Third Party Administrators, Inc | CONTRACT ADMINISTRATOR | $800 | $0 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $400 | $0 |