2023 Form 5500 filing — Creative Testing Solutions 401(K) 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 20240925132302NAL0014766065001) for Creative Testing Solutions 401(K) Retirement Savings Plan, reported by Creative Testing Solutions under EIN 27-1120123 and plan number 001. It reports 1,008 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925132302NAL0014766065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creative Testing Solutions
- EIN
- 27-1120123
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 1,008
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,402,382
- Net assets (EOY)
- $67,402,382
- Employer contributions
- $3,185,400
- Participant contributions
- $5,069,769
- Total income / additions
- $19,265,839
- Benefits paid
- $3,675,079
- Administrative expenses
- $102,872
- Total expenses
- $3,777,951
- Net increase / (decrease)
- $15,487,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $102,872 | $0 |