2023 Form 5500 filing — Creative Consulting Services, 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 20241015133349NAL0057860530001) for Creative Consulting Services, Inc. 401(K) Plan, reported by Creative Consulting Services, Inc. under EIN 58-2516943 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133349NAL0057860530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creative Consulting Services, Inc.
- EIN
- 58-2516943
- Plan number
- 001
- Location
- Winder, GA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,499,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,499,873
- Employer contributions
- $163,142
- Participant contributions
- $241,274
- Total income / additions
- $1,004,079
- Benefits paid
- $95,228
- Administrative expenses
- $10,039
- Total expenses
- $105,267
- Net increase / (decrease)
- $898,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beacon Financial Advisors, Inc. | INVESTMENT ADVISOR | $7,000 | not reported in the loaded dataset |
| Alerus Financial, N.A. | RECORDKEEPER | $3,039 | $0 |