2023 Form 5500 filing — Creative Associates International, Inc. Incentive Savings Program
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 20241015144244NAL0058195634001) for Creative Associates International, Inc. Incentive Savings Program, reported by Creative Associates International, Inc. under EIN 52-1154258 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144244NAL0058195634001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Creative Associates International, Inc.
- EIN
- 52-1154258
- Plan number
- 001
- Location
- Chevy Chase, MD
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,111,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,111,600
- Employer contributions
- $1,177,588
- Participant contributions
- $2,071,691
- Total income / additions
- $8,793,761
- Benefits paid
- $5,045,426
- Administrative expenses
- $86,524
- Total expenses
- $5,131,950
- Net increase / (decrease)
- $3,661,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $48,542 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER & INV | $33,997 | not reported in the loaded dataset |
| Jm Pension Advisory, Inc. | CONTRACT ADMINISTRATOR | $14,881 | not reported in the loaded dataset |
| Rubino & Company | AUDITOR | $2,000 | not reported in the loaded dataset |