C.C. Creations, Ltd. Retirement Savings Plan — Form 5500 plan (C.C. Creations, Ltd.)

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, C.C. Creations, Ltd. Retirement Savings Plan is a benefit plan reported by C.C. Creations, Ltd. under EIN 20-2419975 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $6,049,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.C. Creations, Ltd.
EIN
20-2419975
Plan number
001
Plan type
2
Location
Bryan, TX
Latest filing year
2023
Participants
310
End-of-year plan assets
$6,049,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20240801092804NAL0015066963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,049,863
Net assets (EOY)
$6,049,863
Net assets (BOY)
$5,061,538

Income & contributions

Participant contributions
$637,647
Total contributions
$640,773
Total income / additions
$1,489,766

Expenses & distributions

Benefits paid
$458,990
Administrative expenses
$42,200
Total expenses
$501,441
Net increase / (decrease)
$988,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$20,653$02023
Nova 401(K) AssociatesCONTRACT ADMIN$6,619$2,5752023

Related Form 5500 pages