Ccls, Inc. 401(K) Plan — Form 5500 plan (Creative Community Living Services, 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, Ccls, Inc. 401(K) Plan is a benefit plan reported by Creative Community Living Services, Inc. under EIN 39-1195540 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $5,120,023 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Creative Community Living Services, Inc.
EIN
39-1195540
Plan number
001
Plan type
2
Location
Watertown, WI
Latest filing year
2023
Participants
290
End-of-year plan assets
$5,120,023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023290H, C20240930083036NAL0009050016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,120,023
Total liabilities (EOY)
$0
Net assets (EOY)
$5,120,023
Net assets (BOY)
$4,467,657

Income & contributions

Employer contributions
$73,216
Participant contributions
$397,301
Total contributions
$471,485
Total income / additions
$1,174,420

Expenses & distributions

Benefits paid
$489,748
Administrative expenses
$32,131
Total expenses
$522,054
Net increase / (decrease)
$652,366

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$18,151$02023
Global Retirement Partners, LLCFINANCIAL ADVISOR$13,879not reported in the loaded dataset2023

Related Form 5500 pages