Creek Enterprise 401(K) Plan — Form 5500 plan (Creek Enterprise, Inc)

Plain-English plan 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, Creek Enterprise 401(K) Plan is a benefit plan reported by Creek Enterprise, Inc under EIN 02-0685190 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $4,056,576 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.1MPlan net assets, end of year$4,056,576
Participants205Covered participants reported
Assets / participant$19.8KComputed: assets ÷ participants$19,788 (computed)
Provider compensation$2.4K1 Schedule C provider row(s)$2,350
Plan sponsor
Creek Enterprise, Inc
EIN
02-0685190
Plan number
001
Plan type
2
Location
Adrian, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20241003083820NAL0009639201001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$474.9K
Benefits paid / distributions$460.6K
Contributions
Employer$302.8K
Participant$573.4K
Full reported line items

Net assets

Total assets (EOY)
$4,056,576
Total liabilities (EOY)
$0
Net assets (EOY)
$4,056,576
Net assets (BOY)
$3,121,295

Income & contributions

Employer contributions
$302,765
Participant contributions
$573,441
Total contributions
$876,206
Total income / additions
$1,410,195

Expenses & distributions

Benefits paid
$460,649
Administrative expenses
$2,350
Total expenses
$474,914
Net increase / (decrease)
$935,281
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Of OmahaINVESTMENT COMPANY$2,350$02023

Related Form 5500 pages