2023 Form 5500 filing — C.C. Creations, Ltd. Retirement Savings 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 20240801092804NAL0015066963001) for C.C. Creations, Ltd. Retirement Savings Plan, reported by C.C. Creations, Ltd. under EIN 20-2419975 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801092804NAL0015066963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.C. Creations, Ltd.
- EIN
- 20-2419975
- Plan number
- 001
- Location
- Bryan, TX
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,049,863
- Net assets (EOY)
- $6,049,863
- Participant contributions
- $637,647
- Total income / additions
- $1,489,766
- Benefits paid
- $458,990
- Administrative expenses
- $42,200
- Total expenses
- $501,441
- Net increase / (decrease)
- $988,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $20,653 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $6,619 | $2,575 |