401k Plan data: CREFORM CORPORATION 401(K) RETIREMENT PLAN plan

CREFORM CORPORATION 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	CREFORM CORPORATION 401(K) RETIREMENT PLAN
Plan identification number	003

CREFORM CORPORATION 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

CREFORM CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: CREFORM CORPORATION

Employer identification number (EIN): 570934092

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREFORM CORPORATION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2018-01-01

Plan Statistics for CREFORM CORPORATION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CREFORM CORPORATION 401(K) RETIREMENT PLAN

Measure Date Value
2022: CREFORM CORPORATION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 113
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 18
Total of all active and inactive participants 2022-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 132
Number of participants with account balances 2022-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2018: CREFORM CORPORATION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 132
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 162
Number of participants with account balances 2018-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2

Measure	Date	Value
2022: CREFORM CORPORATION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	113
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	18
Total of all active and inactive participants	2022-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	132
Number of participants with account balances	2022-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2018: CREFORM CORPORATION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	132
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	162
Number of participants with account balances	2018-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2

Financial Data on CREFORM CORPORATION 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : CREFORM CORPORATION 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,197,280
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,037,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$983,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$880,205
Value of total assets at end of year	2022-12-31	$16,886,772
Value of total assets at beginning of year	2022-12-31	$20,121,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$53,375
Total interest from all sources	2022-12-31	$29,936
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$628,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$628,676
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$548,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,234,327
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,886,772
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,121,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,128,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,111,480
Interest earned on other investments	2022-12-31	$29,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,758,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,009,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,736,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$331,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$983,672
Contract administrator fees	2022-12-31	$53,375
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ELLIOTT DAVIS
Accountancy firm EIN	2022-12-31	570381582
2018 : CREFORM CORPORATION 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$288,400
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$121,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$96,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$855,415
Value of total assets at end of year	2018-12-31	$14,237,005
Value of total assets at beginning of year	2018-12-31	$14,069,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,193
Total interest from all sources	2018-12-31	$0
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	$495,246
Participant contributions at end of year	2018-12-31	$12,884
Participant contributions at beginning of year	2018-12-31	$14,769
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	$167,327
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,237,005
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,069,678
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,181,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,767,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$38,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,287,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,287,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-567,015
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	Yes
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	$360,169
Employer contributions (assets) at end of year	2018-12-31	$3,662
Employer contributions (assets) at beginning of year	2018-12-31	$305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$96,880
Contract administrator fees	2018-12-31	$24,193
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	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ELLIOTT DAVIS
Accountancy firm EIN	2018-12-31	570381582

Form 5500 Responses for CREFORM CORPORATION 401(K) RETIREMENT PLAN

2022: CREFORM CORPORATION 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2018: CREFORM CORPORATION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260704-01

Policy instance

Insurance contract or identification number	1260704-01
Number of Individuals Covered	54
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CREFORM CORPORATION
Employer identification number (EIN):	570934092
NAIC Classification:	339900