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CREATE ARCHITECTURE401(K) PLAN 401k Plan overview

Plan NameCREATE ARCHITECTURE401(K) PLAN
Plan identification number 001

CREATE ARCHITECTURE401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CREATE ARCHITECTURE has sponsored the creation of one or more 401k plans.

Company Name:CREATE ARCHITECTURE
Employer identification number (EIN):454732170
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREATE ARCHITECTURE401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01FRANK CAMPIONE FRANK CAMPIONE2019-05-16
0012017-01-01SUSAN COULTER SUSAN COULTER2018-05-31
0012017-01-01FRANK CAMPIONE FRANK CAMPIONE2018-05-31
0012016-01-01FRANK CAMPIONE FRANK CAMPIONE2017-07-31
0012015-01-01FRANK CAMPIONE FRANK CAMPIONE2016-07-22
0012014-01-15FRANK CAMPIONE FRANK CAMPIONE2015-10-13

Plan Statistics for CREATE ARCHITECTURE401(K) PLAN

401k plan membership statisitcs for CREATE ARCHITECTURE401(K) PLAN

Measure Date Value
2022: CREATE ARCHITECTURE401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0114
Number of participants with account balances2022-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CREATE ARCHITECTURE401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CREATE ARCHITECTURE401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CREATE ARCHITECTURE401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CREATE ARCHITECTURE401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CREATE ARCHITECTURE401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CREATE ARCHITECTURE401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CREATE ARCHITECTURE401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CREATE ARCHITECTURE401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-157
Total number of active participants reported on line 7a of the Form 55002014-01-157
Number of retired or separated participants receiving benefits2014-01-150
Number of other retired or separated participants entitled to future benefits2014-01-151
Total of all active and inactive participants2014-01-158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-150
Total participants2014-01-158
Number of participants with account balances2014-01-156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-150

Financial Data on CREATE ARCHITECTURE401(K) PLAN

Measure Date Value
2022 : CREATE ARCHITECTURE401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-15,157
Expenses. Total of all expenses incurred2022-12-31$4,882
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$751,455
Total plan assets at beginning of year2022-12-31$771,494
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$62,297
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-106,720
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-20,039
Net plan assets at end of year (total assets less liabilities)2022-12-31$751,455
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$771,494
Total contributions received or receivable from employer(s)2022-12-31$29,266
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,882
2021 : CREATE ARCHITECTURE401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$215,828
Expenses. Total of all expenses incurred2021-12-31$4,594
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$771,494
Total plan assets at beginning of year2021-12-31$560,260
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$71,551
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$109,864
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$211,234
Net plan assets at end of year (total assets less liabilities)2021-12-31$771,494
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$560,260
Total contributions received or receivable from employer(s)2021-12-31$34,413
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CREATE ARCHITECTURE401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$151,825
Expenses. Total of all expenses incurred2020-12-31$4,079
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$560,260
Total plan assets at beginning of year2020-12-31$412,514
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$60,552
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$64,489
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$147,746
Net plan assets at end of year (total assets less liabilities)2020-12-31$560,260
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$412,514
Total contributions received or receivable from employer(s)2020-12-31$26,784
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,079
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CREATE ARCHITECTURE401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$152,940
Expenses. Total of all expenses incurred2019-12-31$3,208
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$412,514
Total plan assets at beginning of year2019-12-31$262,782
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$57,525
Expenses. Other expenses not covered elsewhere2019-12-31$676
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$70,981
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$149,732
Net plan assets at end of year (total assets less liabilities)2019-12-31$412,514
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$262,782
Total contributions received or receivable from employer(s)2019-12-31$24,434
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CREATE ARCHITECTURE401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$55,920
Expenses. Total of all expenses incurred2018-12-31$11,609
Benefits paid (including direct rollovers)2018-12-31$8,980
Total plan assets at end of year2018-12-31$262,782
Total plan assets at beginning of year2018-12-31$218,471
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$52,540
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-18,179
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$44,311
Net plan assets at end of year (total assets less liabilities)2018-12-31$262,782
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$218,471
Total contributions received or receivable from employer(s)2018-12-31$21,559
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CREATE ARCHITECTURE401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$96,253
Expenses. Total of all expenses incurred2017-12-31$32,745
Benefits paid (including direct rollovers)2017-12-31$30,789
Total plan assets at end of year2017-12-31$218,471
Total plan assets at beginning of year2017-12-31$154,963
Total contributions received or receivable from participants2017-12-31$50,520
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$25,151
Net income (gross income less expenses)2017-12-31$63,508
Net plan assets at end of year (total assets less liabilities)2017-12-31$218,471
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$154,963
Total contributions received or receivable from employer(s)2017-12-31$20,582
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,956
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CREATE ARCHITECTURE401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$71,822
Expenses. Total of all expenses incurred2016-12-31$1,483
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$154,963
Total plan assets at beginning of year2016-12-31$84,624
Total contributions received or receivable from participants2016-12-31$39,202
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$24,412
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$70,339
Net plan assets at end of year (total assets less liabilities)2016-12-31$154,963
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$84,624
Total contributions received or receivable from employer(s)2016-12-31$8,208
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,483
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CREATE ARCHITECTURE401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$42,699
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$84,624
Total plan assets at beginning of year2015-12-31$41,925
Total contributions received or receivable from participants2015-12-31$46,247
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-3,548
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$42,699
Net plan assets at end of year (total assets less liabilities)2015-12-31$84,624
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$41,925
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CREATE ARCHITECTURE401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$42,428
Expenses. Total of all expenses incurred2014-12-31$503
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$41,925
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$33,387
Expenses. Other expenses not covered elsewhere2014-12-31$503
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,159
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$41,925
Net plan assets at end of year (total assets less liabilities)2014-12-31$41,925
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$7,882
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for CREATE ARCHITECTURE401(K) PLAN

2022: CREATE ARCHITECTURE401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CREATE ARCHITECTURE401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CREATE ARCHITECTURE401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CREATE ARCHITECTURE401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CREATE ARCHITECTURE401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CREATE ARCHITECTURE401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CREATE ARCHITECTURE401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CREATE ARCHITECTURE401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CREATE ARCHITECTURE401(K) PLAN 2014 form 5500 responses
2014-01-15Type of plan entitySingle employer plan
2014-01-15First time form 5500 has been submittedYes
2014-01-15Submission has been amendedNo
2014-01-15This submission is the final filingNo
2014-01-15This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-15Plan is a collectively bargained planNo
2014-01-15Plan funding arrangement – InsuranceYes
2014-01-15Plan funding arrangement – TrustYes
2014-01-15Plan benefit arrangement – InsuranceYes
2014-01-15Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342618-000
Policy instance 1
Insurance contract or identification number342618-000
Number of Individuals Covered8
Insurance policy start date2022-01-15
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,779
Total amount of fees paid to insurance companyUSD $354
Commission paid to Insurance BrokerUSD $1,779
Insurance broker organization code?3
Amount paid for insurance broker fees354
Additional information about fees paid to insurance brokerTPA SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342618-000
Policy instance 1
Insurance contract or identification number342618-000
Number of Individuals Covered12
Insurance policy start date2021-01-15
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,617
Total amount of fees paid to insurance companyUSD $328
Commission paid to Insurance BrokerUSD $1,617
Insurance broker organization code?3
Amount paid for insurance broker fees328
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342618-000
Policy instance 1
Insurance contract or identification number342618-000
Number of Individuals Covered9
Insurance policy start date2020-01-15
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,041
Total amount of fees paid to insurance companyUSD $211
Commission paid to Insurance BrokerUSD $1,041
Insurance broker organization code?3
Amount paid for insurance broker fees211
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342618-000
Policy instance 1
Insurance contract or identification number342618-000
Number of Individuals Covered6
Insurance policy start date2019-01-15
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $795
Total amount of fees paid to insurance companyUSD $160
Commission paid to Insurance BrokerUSD $795
Insurance broker organization code?3
Amount paid for insurance broker fees160
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342618-000
Policy instance 1
Insurance contract or identification number342618-000
Number of Individuals Covered6
Insurance policy start date2018-01-15
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $580
Total amount of fees paid to insurance companyUSD $117
Commission paid to Insurance BrokerUSD $580
Insurance broker organization code?3
Amount paid for insurance broker fees117
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATIVE FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342618-000
Policy instance 1
Insurance contract or identification number342618-000
Number of Individuals Covered7
Insurance policy start date2017-01-15
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $406
Total amount of fees paid to insurance companyUSD $82
Commission paid to Insurance BrokerUSD $406
Insurance broker organization code?3
Amount paid for insurance broker fees82
Insurance broker nameAXA NETWORK LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342618-000
Policy instance 1
Insurance contract or identification number342618-000
Number of Individuals Covered9
Insurance policy start date2015-01-15
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $199
Total amount of fees paid to insurance companyUSD $29
Commission paid to Insurance BrokerUSD $199
Insurance broker organization code?3
Amount paid for insurance broker fees29
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePERSONAL FINANCIAL SPECIALISTS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342618-000
Policy instance 1
Insurance contract or identification number342618-000
Number of Individuals Covered6
Insurance policy start date2014-01-15
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $308
Total amount of fees paid to insurance companyUSD $4
Commission paid to Insurance BrokerUSD $308
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePERSONAL FINANCIAL SPECIALISTS

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