2023 Form 5500 filing — Creed 2.0 Dba Creed Monarch 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 20241009125656NAL0009212963001) for Creed 2.0 Dba Creed Monarch 401(K) Retirement Savings Plan, reported by Creed 2.0, LLC under EIN 88-1289100 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009125656NAL0009212963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creed 2.0, LLC
- EIN
- 88-1289100
- Plan number
- 001
- Location
- New Britain, CT
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,139,220
- Total liabilities (EOY)
- $15,351
- Net assets (EOY)
- $18,123,869
- Employer contributions
- $344,614
- Participant contributions
- $573,158
- Total income / additions
- $4,016,483
- Benefits paid
- $1,281,824
- Administrative expenses
- $45,735
- Total expenses
- $1,327,559
- Net increase / (decrease)
- $2,688,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Standard Retirement Services | NONE | $45,735 | not reported in the loaded dataset |