401k Plan data: CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN plan

CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CREATIVE DIRECT RESPONSE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CREATIVE DIRECT RESPONSE, INC.

Employer identification number (EIN): 521264566

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 BARBARA SWEET 2022-10-18 BARBARA SWEET 2022-10-18
001 2020-01-01 BARBARA SWEET 2021-06-09 BARBARA SWEET 2021-06-09
001 2019-01-01 BARBARA SWEET 2020-07-13 BARBARA SWEET 2020-07-13
001 2018-01-01 BARBARA SWEET 2019-05-14 BARBARA SWEET 2019-05-14
001 2017-01-01 BARBARA SWEET 2018-07-11 BARBARA SWEET 2018-07-11
001 2016-01-01 BARBARA SWEET 2017-04-12 BARBARA SWEET 2017-04-12
001 2015-01-01 DONNA SHORTZ 2016-04-20 DONNA SHORTZ 2016-04-20
001 2014-01-01 DONNA SHORTZ 2015-04-07 DONNA SHORTZ 2015-04-07
001 2013-01-01 DONNA SHORTZ 2014-06-17 DONNA SHORTZ 2014-06-17
001 2012-08-01 DONNA SHORTZ 2013-08-23
001 2011-08-01 DONNA R. SHORTZ
001 2009-08-01 DONNA R. SHORTZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	BARBARA SWEET	2022-10-18	BARBARA SWEET	2022-10-18
001	2020-01-01	BARBARA SWEET	2021-06-09	BARBARA SWEET	2021-06-09
001	2019-01-01	BARBARA SWEET	2020-07-13	BARBARA SWEET	2020-07-13
001	2018-01-01	BARBARA SWEET	2019-05-14	BARBARA SWEET	2019-05-14
001	2017-01-01	BARBARA SWEET	2018-07-11	BARBARA SWEET	2018-07-11
001	2016-01-01	BARBARA SWEET	2017-04-12	BARBARA SWEET	2017-04-12
001	2015-01-01	DONNA SHORTZ	2016-04-20	DONNA SHORTZ	2016-04-20
001	2014-01-01	DONNA SHORTZ	2015-04-07	DONNA SHORTZ	2015-04-07
001	2013-01-01	DONNA SHORTZ	2014-06-17	DONNA SHORTZ	2014-06-17
001	2012-08-01	DONNA SHORTZ	2013-08-23
001	2011-08-01	DONNA R. SHORTZ
001	2009-08-01	DONNA R. SHORTZ

Plan Statistics for CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2011: CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 74
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 50
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 11
Total of all active and inactive participants 2011-08-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 61
Number of participants with account balances 2011-08-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 4
2009: CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 64
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 68
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 6
Total of all active and inactive participants 2009-08-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 74
Number of participants with account balances 2009-08-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 2

Measure	Date	Value
2011: CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	74
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	50
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	11
Total of all active and inactive participants	2011-08-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	61
Number of participants with account balances	2011-08-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	4
2009: CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	64
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	68
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	6
Total of all active and inactive participants	2009-08-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	74
Number of participants with account balances	2009-08-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	2

Financial Data on CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-01-13	$0
Total transfer of assets from this plan	2022-01-13	$7,767,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-13	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-13	$0
Total income from all sources (including contributions)	2022-01-13	$-83,018
Total loss/gain on sale of assets	2022-01-13	$0
Total of all expenses incurred	2022-01-13	$1,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-13	$5
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-13	$0
Value of total assets at end of year	2022-01-13	$0
Value of total assets at beginning of year	2022-01-13	$7,851,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-13	$999
Total interest from all sources	2022-01-13	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-13	$365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-13	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-01-13	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-13	$365
Was this plan covered by a fidelity bond	2022-01-13	Yes
Value of fidelity bond cover	2022-01-13	$500,000
If this is an individual account plan, was there a blackout period	2022-01-13	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-01-13	$0
Were there any nonexempt tranactions with any party-in-interest	2022-01-13	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-13	No
Value of net income/loss	2022-01-13	$-84,022
Value of net assets at end of year (total assets less liabilities)	2022-01-13	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-01-13	$7,851,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-13	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-13	No
Were any leases to which the plan was party in default or uncollectible	2022-01-13	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-13	$3,771,121
Value of interest in pooled separate accounts at beginning of year	2022-01-13	$1,859,214
Value of interest in common/collective trusts at beginning of year	2022-01-13	$2,221,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-13	$6,171
Net investment gain/loss from pooled separate accounts	2022-01-13	$-74,644
Net investment gain or loss from common/collective trusts	2022-01-13	$-14,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-13	No
Was there a failure to transmit to the plan any participant contributions	2022-01-13	No
Has the plan failed to provide any benefit when due under the plan	2022-01-13	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-13	$5
Contract administrator fees	2022-01-13	$999
Did the plan have assets held for investment	2022-01-13	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	2022-01-13	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-13	Yes
2021 : CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,134,595
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,203,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,146,867
Value of total corrective distributions	2021-12-31	$14,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,142,828
Value of total assets at end of year	2021-12-31	$7,851,971
Value of total assets at beginning of year	2021-12-31	$6,920,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,575
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$88,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$88,617
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$567,718
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$381,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$931,040
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,851,971
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,920,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,771,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,131,813
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,859,214
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,614,065
Value of interest in common/collective trusts at end of year	2021-12-31	$2,221,636
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,175,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$428,351
Net investment gain/loss from pooled separate accounts	2021-12-31	$423,669
Net investment gain or loss from common/collective trusts	2021-12-31	$51,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$193,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,146,867
Contract administrator fees	2021-12-31	$42,575
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
2012 : CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-07-31	$371,582
Expenses. Total of all expenses incurred	2012-07-31	$1,792,170
Benefits paid (including direct rollovers)	2012-07-31	$1,791,463
Total plan assets at end of year	2012-07-31	$2,286,185
Total plan assets at beginning of year	2012-07-31	$3,706,773
Value of fidelity bond covering the plan	2012-07-31	$500,000
Total contributions received or receivable from participants	2012-07-31	$177,658
Expenses. Other expenses not covered elsewhere	2012-07-31	$707
Contributions received from other sources (not participants or employers)	2012-07-31	$175,813
Other income received	2012-07-31	$-42,719
Net income (gross income less expenses)	2012-07-31	$-1,420,588
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$2,286,185
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$3,706,773
Total contributions received or receivable from employer(s)	2012-07-31	$60,830
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-07-31	$0
2011 : CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$945,830
Expenses. Total of all expenses incurred	2011-07-31	$207,089
Benefits paid (including direct rollovers)	2011-07-31	$198,278
Total plan assets at end of year	2011-07-31	$3,706,773
Total plan assets at beginning of year	2011-07-31	$2,968,032
Value of fidelity bond covering the plan	2011-07-31	$500,000
Total contributions received or receivable from participants	2011-07-31	$308,117
Expenses. Other expenses not covered elsewhere	2011-07-31	$150
Contributions received from other sources (not participants or employers)	2011-07-31	$25,356
Other income received	2011-07-31	$510,766
Net income (gross income less expenses)	2011-07-31	$738,741
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$3,706,773
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$2,968,032
Total contributions received or receivable from employer(s)	2011-07-31	$101,591
Value of corrective distributions	2011-07-31	$8,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
2010 : CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-07-31	$0

Form 5500 Responses for CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN

2011: CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: CREATIVE DIRECT RESPONSE, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

809706

Policy instance

Insurance contract or identification number	809706
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-01-13
Total amount of commissions paid to insurance broker	USD $1,162
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,162
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

809706

Policy instance

Insurance contract or identification number	809706
Number of Individuals Covered	151
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $4,492
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,492
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CREATIVE DIRECT RESPONSE, INC.
Employer identification number (EIN):	521264566
NAIC Classification:	541800