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 Retirement Plan & Trust is a benefit plan reported by Creative Alternatives, Inc. under EIN 94-2378380 and plan number 003. The latest loaded filing year is 2023. The filing reports 335 participants and $9,177,787 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,177,787
- Net assets (EOY)
- $9,177,787
- Net assets (BOY)
- $8,426,667
Income & contributions
- Employer contributions
- $242,974
- Total contributions
- $242,698
- Total income / additions
- $1,491,909
Expenses & distributions
- Benefits paid
- $688,724
- Administrative expenses
- $52,065
- Total expenses
- $740,789
- Net increase / (decrease)
- $751,120