CREATE, INC. has sponsored the creation of one or more 401k plans.
Additional information about CREATE, INC.
Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR CREATE, INC.
| Measure | Date | Value |
|---|
| 2021 : SECTION 403(B) RETIREMENT PLAN FOR CREATE, INC. 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-01-01 | $49,256 |
| Total of all expenses incurred | 2021-01-01 | $649,324 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-01-01 | $649,324 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-01-01 | $35,755 |
| Value of total assets at end of year | 2021-01-01 | $209,774 |
| Value of total assets at beginning of year | 2021-01-01 | $809,842 |
| Total interest from all sources | 2021-01-01 | $65 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-01-01 | No |
| Was this plan covered by a fidelity bond | 2021-01-01 | Yes |
| Value of fidelity bond cover | 2021-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-01-01 | No |
| Contributions received from participants | 2021-01-01 | $29,642 |
| Participant contributions at end of year | 2021-01-01 | $1,550 |
| Participant contributions at beginning of year | 2021-01-01 | $4,732 |
| Participant contributions at end of year | 2021-01-01 | $0 |
| Participant contributions at beginning of year | 2021-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-01-01 | No |
| Value of net income/loss | 2021-01-01 | $-600,068 |
| Value of net assets at end of year (total assets less liabilities) | 2021-01-01 | $209,774 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-01-01 | $809,842 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-01-01 | $129,477 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-01-01 | $190,369 |
| Interest on participant loans | 2021-01-01 | $65 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-01-01 | $78,747 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-01-01 | $614,741 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-01-01 | $13,436 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-01-01 | No |
| Contributions received in cash from employer | 2021-01-01 | $6,113 |
| Employer contributions (assets) at end of year | 2021-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2021-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-01-01 | $649,324 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-01-01 | No |
| Did the plan have assets held for investment | 2021-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-01-01 | 1 |
| Accountancy firm name | 2021-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2021-01-01 | 301413443 |
| 2018 : SECTION 403(B) RETIREMENT PLAN FOR CREATE, INC. 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-6,907 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-6,907 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $123,652 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $142,210 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $111,135 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $21,070 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $122,642 |
| Value of total assets at end of year | 2018-12-31 | $1,214,620 |
| Value of total assets at beginning of year | 2018-12-31 | $1,233,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,005 |
| Total interest from all sources | 2018-12-31 | $7,917 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $100,014 |
| Participant contributions at end of year | 2018-12-31 | $48,365 |
| Participant contributions at beginning of year | 2018-12-31 | $68,061 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $555,319 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $559,830 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $10,348 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-18,558 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,214,620 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,233,178 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $10,005 |
| Interest on participant loans | 2018-12-31 | $2,898 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $5,019 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $610,936 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $605,287 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-12,236 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $22,628 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $111,135 |
| Contract administrator fees | 2018-12-31 | $10,005 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | EFPR GROUP CPAS, PLLC |
| Accountancy firm EIN | 2018-12-31 | 474526160 |
| 2017 : SECTION 403(B) RETIREMENT PLAN FOR CREATE, INC. 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $58,490 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $58,490 |
| Total income from all sources (including contributions) | 2017-12-31 | $185,260 |
| Total of all expenses incurred | 2017-12-31 | $125,869 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $121,806 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $120,999 |
| Value of total assets at end of year | 2017-12-31 | $1,233,178 |
| Value of total assets at beginning of year | 2017-12-31 | $1,173,787 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,063 |
| Total interest from all sources | 2017-12-31 | $5,771 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $99,070 |
| Participant contributions at end of year | 2017-12-31 | $68,061 |
| Participant contributions at beginning of year | 2017-12-31 | $52,378 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $559,830 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $577,061 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $59,391 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,233,178 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,173,787 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Interest on participant loans | 2017-12-31 | $2,326 |
| Interest earned on other investments | 2017-12-31 | $3,445 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $605,287 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $544,348 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $21,929 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $121,806 |
| Contract administrator fees | 2017-12-31 | $4,063 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | EFPR GROUP CPAS, PLLC |
| Accountancy firm EIN | 2017-12-31 | 474526160 |
| 2016 : SECTION 403(B) RETIREMENT PLAN FOR CREATE, INC. 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $18,237 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $18,237 |
| Total income from all sources (including contributions) | 2016-12-31 | $124,515 |
| Total of all expenses incurred | 2016-12-31 | $131,858 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $129,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $99,739 |
| Value of total assets at end of year | 2016-12-31 | $1,173,787 |
| Value of total assets at beginning of year | 2016-12-31 | $1,181,130 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,804 |
| Total interest from all sources | 2016-12-31 | $6,539 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $86,269 |
| Participant contributions at end of year | 2016-12-31 | $52,378 |
| Participant contributions at beginning of year | 2016-12-31 | $57,051 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $577,061 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $383,848 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-7,343 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,173,787 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,181,130 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Interest on participant loans | 2016-12-31 | $4,280 |
| Interest earned on other investments | 2016-12-31 | $2,259 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $544,348 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $740,231 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $13,470 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $129,054 |
| Contract administrator fees | 2016-12-31 | $2,804 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | EFPR GROUP, CPA'S, PLLC |
| Accountancy firm EIN | 2016-12-31 | 474526160 |
| 2015 : SECTION 403(B) RETIREMENT PLAN FOR CREATE, INC. 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $113,729 |
| Total of all expenses incurred | 2015-12-31 | $44,582 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $38,693 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $597 |
| Value of total corrective distributions | 2015-12-31 | $2,968 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $92,257 |
| Value of total assets at end of year | 2015-12-31 | $1,181,130 |
| Value of total assets at beginning of year | 2015-12-31 | $1,111,983 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,324 |
| Total interest from all sources | 2015-12-31 | $24,133 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $79,072 |
| Participant contributions at end of year | 2015-12-31 | $57,051 |
| Participant contributions at beginning of year | 2015-12-31 | $47,139 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $383,848 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $353,460 |
| Other income not declared elsewhere | 2015-12-31 | $-2,661 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $69,147 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,181,130 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,111,983 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Interest on participant loans | 2015-12-31 | $2,049 |
| Interest earned on other investments | 2015-12-31 | $22,084 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $740,231 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $711,384 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $13,185 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $38,693 |
| Contract administrator fees | 2015-12-31 | $2,324 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | EFPR GROUP, CPAS, PLLC |
| Accountancy firm EIN | 2015-12-31 | 474526160 |
