2023 Form 5500 filing — Creative Asset Management, Inc. Retirement 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 20241012063857NAL0023242193001) for Creative Asset Management, Inc. Retirement Plan, reported by Creative Asset Management, Inc. under EIN 58-2025951 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012063857NAL0023242193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creative Asset Management, Inc.
- EIN
- 58-2025951
- Plan number
- 001
- Location
- Jonesboro, GA
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,971,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,971,942
- Employer contributions
- $352,126
- Participant contributions
- $623,381
- Total income / additions
- $2,265,947
- Benefits paid
- $179,222
- Administrative expenses
- $3,775
- Total expenses
- $182,997
- Net increase / (decrease)
- $2,082,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Purshe Kaplan Sterling Inv | ADVISOR | $0 | $17,888 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,775 | $0 |