2023 Form 5500 filing — Creekside Companies, Inc. 401(K) 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 20241009092347NAL0009068083001) for Creekside Companies, Inc. 401(K) Plan, reported by Creekside Companies, Inc. under EIN 32-0484813 and plan number 001. It reports 446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009092347NAL0009068083001
Filing year
2023
Form type
2
Plan sponsor
Creekside Companies, Inc.
EIN
32-0484813
Plan number
001
Location
Buffalo, MN
Participants
446
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,022,347
Total liabilities (EOY)
$7,675
Net assets (EOY)
$13,014,672
Employer contributions
$499,238
Participant contributions
$962,383
Total income / additions
$3,606,418
Benefits paid
$862,073
Administrative expenses
$60,766
Total expenses
$922,839
Net increase / (decrease)
$2,683,579
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cpi Qualified Plan ConsultantsRECORDKEEPER$22,356not reported in the loaded dataset
Jw Cole Financial Inc.ADVISOR$21,836not reported in the loaded dataset

Related Form 5500 pages