Creative Alternatives, Inc Employee Savings Plan — Form 5500 plan (Creative Alternatives, 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 Alternatives, Inc Employee Savings Plan is a benefit plan reported by Creative Alternatives, Inc. under EIN 94-2378380 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $8,527,002 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Creative Alternatives, Inc.
EIN
94-2378380
Plan number
001
Plan type
2
Location
Turlock, CA
Latest filing year
2023
Participants
294
End-of-year plan assets
$8,527,002

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20250116145315NAL0038682800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,527,002
Net assets (EOY)
$8,527,002
Net assets (BOY)
$7,774,791

Income & contributions

Employer contributions
$93,634
Participant contributions
$250,955
Total contributions
$344,589
Total income / additions
$1,477,544

Expenses & distributions

Benefits paid
$657,389
Administrative expenses
$64,464
Total expenses
$725,333
Net increase / (decrease)
$752,211

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$31,602$02023
Merrill LynchINVESTMENT ADVISOR$15,746not reported in the loaded dataset2023
Lincoln National Corp.SERVICE PROVIDER$175$02023

Related Form 5500 pages