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CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN
Plan identification number 002

CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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.
  • Life insurance

401k Sponsoring company profile

CREATIVE PROBLEM SOLVING has sponsored the creation of one or more 401k plans.

Company Name:CREATIVE PROBLEM SOLVING
Employer identification number (EIN):680118022
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01SHERMAN SELIX SHERMAN SELIX2013-10-15
0022011-01-01PENSION FILERS
0022010-01-01SHERMAN RUSSELL SELIX JR.2011-10-13

Plan Statistics for CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN

Measure Date Value
2015: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
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 balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0116
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN

Measure Date Value
2015 : CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$-187,034
Total plan liabilities at end of year2015-12-31$345
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-49,418
Expenses. Total of all expenses incurred2015-12-31$36,704
Benefits paid (including direct rollovers)2015-12-31$26,110
Total plan assets at end of year2015-12-31$1,165,035
Total plan assets at beginning of year2015-12-31$1,437,846
Value of fidelity bond covering the plan2015-12-31$155,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-55,079
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-86,122
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,164,690
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,437,846
Assets. Value of participant loans2015-12-31$23,281
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$5,661
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$10,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$5,000
Total income from all sources2014-12-31$67,083
Expenses. Total of all expenses incurred2014-12-31$146,691
Benefits paid (including direct rollovers)2014-12-31$136,386
Total plan assets at end of year2014-12-31$1,437,846
Total plan assets at beginning of year2014-12-31$1,522,454
Value of fidelity bond covering the plan2014-12-31$155,000
Total contributions received or receivable from participants2014-12-31$2,400
Other income received2014-12-31$57,342
Net income (gross income less expenses)2014-12-31$-79,608
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,437,846
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,517,454
Assets. Value of participant loans2014-12-31$23,282
Assets. Value of assets in partnership/joint-venture interests2014-12-31$4,943
Total contributions received or receivable from employer(s)2014-12-31$7,341
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,305
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$5,200
Total plan liabilities at beginning of year2013-12-31$8,000
Total income from all sources2013-12-31$230,972
Expenses. Total of all expenses incurred2013-12-31$34,177
Benefits paid (including direct rollovers)2013-12-31$25,000
Total plan assets at end of year2013-12-31$1,521,454
Total plan assets at beginning of year2013-12-31$1,327,459
Value of fidelity bond covering the plan2013-12-31$135,000
Total contributions received or receivable from participants2013-12-31$4,800
Other income received2013-12-31$168,748
Net income (gross income less expenses)2013-12-31$196,795
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,516,254
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,319,459
Assets. Value of participant loans2013-12-31$47,744
Assets. Value of assets in partnership/joint-venture interests2013-12-31$5,826
Total contributions received or receivable from employer(s)2013-12-31$57,424
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,177
2012 : CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$8,000
Total plan liabilities at beginning of year2012-12-31$6,236
Total income from all sources2012-12-31$203,449
Expenses. Total of all expenses incurred2012-12-31$76,196
Benefits paid (including direct rollovers)2012-12-31$67,908
Total plan assets at end of year2012-12-31$1,327,459
Total plan assets at beginning of year2012-12-31$1,198,442
Value of fidelity bond covering the plan2012-12-31$120,000
Total contributions received or receivable from participants2012-12-31$4,800
Other income received2012-12-31$165,253
Net income (gross income less expenses)2012-12-31$127,253
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,319,459
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,192,206
Assets. Value of participant loans2012-12-31$40,250
Assets. Value of assets in partnership/joint-venture interests2012-12-31$6,054
Total contributions received or receivable from employer(s)2012-12-31$33,396
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,288
2011 : CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$6,236
Total plan liabilities at beginning of year2011-12-31$1,808
Total income from all sources2011-12-31$-4,688
Expenses. Total of all expenses incurred2011-12-31$15,358
Benefits paid (including direct rollovers)2011-12-31$7,794
Total plan assets at end of year2011-12-31$1,198,442
Total plan assets at beginning of year2011-12-31$1,214,060
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$6,350
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$-40,959
Net income (gross income less expenses)2011-12-31$-20,046
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,192,206
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,212,252
Assets. Value of assets in partnership/joint-venture interests2011-12-31$6,252
Total contributions received or receivable from employer(s)2011-12-31$29,921
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN

2015: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING 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: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CREATIVE PROBLEM SOLVING 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JEFFERSON PILOT LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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