Creation Technologies 401(K) Plan — Form 5500 plan (Creation Technologies International, 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, Creation Technologies 401(K) Plan is a benefit plan reported by Creation Technologies International, Inc. under EIN 98-0404228 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,431 participants and $83,820,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Creation Technologies International, Inc.
- EIN
- 98-0404228
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 2,431
- End-of-year plan assets
- $83,820,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,431 | H, C | 20241018074757NAL0016935235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,820,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,820,306
- Net assets (BOY)
- $73,940,750
Income & contributions
- Employer contributions
- $2,091,706
- Participant contributions
- $8,094,894
- Total contributions
- $12,201,446
- Total income / additions
- $22,821,761
Expenses & distributions
- Benefits paid
- $13,622,470
- Administrative expenses
- $221,697
- Total expenses
- $13,868,750
- Net increase / (decrease)
- $8,953,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $129,639 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | ADVISOR | $57,843 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $17,991 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $16,223 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Creation Technologies International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation