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 Options, Inc. 401(K) Retirement Plan is a benefit plan reported by Creative Options, Inc. under EIN 52-1770675 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $2,041,985 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,041,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,041,985
- Net assets (BOY)
- $2,308,036
Income & contributions
- Employer contributions
- $298,417
- Participant contributions
- $255,417
- Total contributions
- $580,681
- Total income / additions
- $895,779
Expenses & distributions
- Benefits paid
- $1,135,435
- Administrative expenses
- $26,395
- Total expenses
- $1,161,830
- Net increase / (decrease)
- -$266,051