Creative & Response Research Services, Inc. Eps And 401k Plan — Form 5500 plan (Creative & Response Research 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, Creative & Response Research Services, Inc. Eps And 401k Plan is a benefit plan reported by Creative & Response Research Inc under EIN 36-2441654 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $32,554,090 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Creative & Response Research Inc
EIN
36-2441654
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
197
End-of-year plan assets
$32,554,090

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20240828051000NAL0006632659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,554,090
Total liabilities (EOY)
$0
Net assets (EOY)
$32,554,090
Net assets (BOY)
$28,573,553

Income & contributions

Employer contributions
$358,626
Participant contributions
$1,456,045
Total contributions
$1,845,864
Total income / additions
$7,187,277

Expenses & distributions

Benefits paid
$3,148,646
Administrative expenses
$58,094
Total expenses
$3,206,740
Net increase / (decrease)
$3,980,537

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mariner Wealth Advisors, LLCINVESTMENT/FINANCIAL ADVI$29,150$02023
Adp, Inc.RECORD KEEPER$20,443$02023
Dufek & Company LLCACCOUNTANT$8,500$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages