Creed 2.0 Dba Creed Monarch 401(K) Retirement Savings Plan — Form 5500 plan (Creed 2.0, LLC)

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, Creed 2.0 Dba Creed Monarch 401(K) Retirement Savings Plan is a benefit plan reported by Creed 2.0, LLC under EIN 88-1289100 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $18,139,220 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Creed 2.0, LLC
EIN
88-1289100
Plan number
001
Plan type
2
Location
New Britain, CT
Latest filing year
2023
Participants
288
End-of-year plan assets
$18,139,220

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20241009125656NAL0009212963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,139,220
Total liabilities (EOY)
$15,351
Net assets (EOY)
$18,123,869
Net assets (BOY)
$15,434,945

Income & contributions

Employer contributions
$344,614
Participant contributions
$573,158
Total contributions
$946,705
Total income / additions
$4,016,483

Expenses & distributions

Benefits paid
$1,281,824
Administrative expenses
$45,735
Total expenses
$1,327,559
Net increase / (decrease)
$2,688,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Standard Retirement ServicesNONE$45,735not reported in the loaded dataset2023

Related Form 5500 pages