401k Plan data: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN plan

CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN
Plan identification number	001

CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

CREATIVE ALTERNATIVES INC has sponsored the creation of one or more 401k plans.

Company Name: CREATIVE ALTERNATIVES INC

Employer identification number (EIN): 942378380

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 JANICE TOVAR
001 2016-07-01 JANICE TOVAR JANICE TOVAR 2018-02-28
001 2015-07-01 JANICE TOVAR JANICE TOVAR 2017-03-09
001 2014-07-01 JANICE TOVAR JANICE TOVAR 2017-03-09
001 2014-07-01 JANICE TOVAR
001 2013-07-01 JANICE TOVAR
001 2012-07-01 JANICE TOVAR JANICE TOVAR 2014-03-10
001 2011-07-01 JANICE TOVAR
001 2010-07-01 JANICE TOVAR
001 2009-07-01 JANICE TOVAR

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	JANICE TOVAR
001	2016-07-01	JANICE TOVAR	JANICE TOVAR	2018-02-28
001	2015-07-01	JANICE TOVAR	JANICE TOVAR	2017-03-09
001	2014-07-01	JANICE TOVAR	JANICE TOVAR	2017-03-09
001	2014-07-01	JANICE TOVAR
001	2013-07-01	JANICE TOVAR
001	2012-07-01	JANICE TOVAR	JANICE TOVAR	2014-03-10
001	2011-07-01	JANICE TOVAR
001	2010-07-01	JANICE TOVAR
001	2009-07-01	JANICE TOVAR

Plan Statistics for CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 306
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 181
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 112
Total of all active and inactive participants 2022-07-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 294
Number of participants with account balances 2022-07-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 10
2021: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 376
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 177
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 129
Total of all active and inactive participants 2021-07-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 306
Number of participants with account balances 2021-07-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 32
2020: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 348
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 241
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 135
Total of all active and inactive participants 2020-07-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 376
Number of participants with account balances 2020-07-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 33
2019: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 366
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 243
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 103
Total of all active and inactive participants 2019-07-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 346
Number of participants with account balances 2019-07-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 47
2018: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 550
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 311
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 55
Total of all active and inactive participants 2018-07-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 366
Number of participants with account balances 2018-07-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 20
2017: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 505
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 358
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 191
Total of all active and inactive participants 2017-07-01 549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 550
Number of participants with account balances 2017-07-01 474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 31
2016: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 404
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 368
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 137
Total of all active and inactive participants 2016-07-01 505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 505
Number of participants with account balances 2016-07-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 13
2015: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 416
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 296
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 108
Total of all active and inactive participants 2015-07-01 404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 404
Number of participants with account balances 2015-07-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 10
2014: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 357
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 329
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 86
Total of all active and inactive participants 2014-07-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 415
Number of participants with account balances 2014-07-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 2
2013: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 287
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 295
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 62
Total of all active and inactive participants 2013-07-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 357
Number of participants with account balances 2013-07-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 221
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 224
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 63
Total of all active and inactive participants 2012-07-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 287
Number of participants with account balances 2012-07-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 6
2011: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 219
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 159
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 57
Total of all active and inactive participants 2011-07-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 216
Number of participants with account balances 2011-07-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 4
2010: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 160
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 57
Total of all active and inactive participants 2010-07-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 217
Number of participants with account balances 2010-07-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 2
2009: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 203
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 162
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 47
Total of all active and inactive participants 2009-07-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 209
Number of participants with account balances 2009-07-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 4

Measure	Date	Value
2022: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	306
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	181
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	112
Total of all active and inactive participants	2022-07-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	294
Number of participants with account balances	2022-07-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	10
2021: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	376
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	177
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	129
Total of all active and inactive participants	2021-07-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	306
Number of participants with account balances	2021-07-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	32
2020: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	348
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	241
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	135
Total of all active and inactive participants	2020-07-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	376
Number of participants with account balances	2020-07-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	33
2019: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	366
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	243
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	103
Total of all active and inactive participants	2019-07-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	346
Number of participants with account balances	2019-07-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	47
2018: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	550
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	311
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	55
Total of all active and inactive participants	2018-07-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	366
Number of participants with account balances	2018-07-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	20
2017: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	505
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	358
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	191
Total of all active and inactive participants	2017-07-01	549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	550
Number of participants with account balances	2017-07-01	474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	31
2016: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	404
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	368
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	137
Total of all active and inactive participants	2016-07-01	505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	505
Number of participants with account balances	2016-07-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	13
2015: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	416
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	296
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	108
Total of all active and inactive participants	2015-07-01	404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	404
Number of participants with account balances	2015-07-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	10
2014: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	357
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	329
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	86
Total of all active and inactive participants	2014-07-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	415
Number of participants with account balances	2014-07-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	2
2013: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	287
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	295
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	62
Total of all active and inactive participants	2013-07-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	357
Number of participants with account balances	2013-07-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	221
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	224
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	63
Total of all active and inactive participants	2012-07-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	287
Number of participants with account balances	2012-07-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	6
2011: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	219
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	159
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	57
Total of all active and inactive participants	2011-07-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	216
Number of participants with account balances	2011-07-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	4
2010: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	160
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	57
Total of all active and inactive participants	2010-07-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	217
Number of participants with account balances	2010-07-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	2
2009: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	203
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	162
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	47
Total of all active and inactive participants	2009-07-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	209
Number of participants with account balances	2009-07-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	4

Financial Data on CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2023 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-06-30	$1,063,785
Total of all expenses incurred	2023-06-30	$878,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$825,488
Expenses. Certain deemed distributions of participant loans	2023-06-30	$7,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$293,757
Value of total assets at end of year	2023-06-30	$7,774,791
Value of total assets at beginning of year	2023-06-30	$7,589,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$46,315
Total interest from all sources	2023-06-30	$9,560
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$177,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$177,447
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$237,760
Participant contributions at end of year	2023-06-30	$184,666
Participant contributions at beginning of year	2023-06-30	$139,778
Participant contributions at end of year	2023-06-30	$536
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$-69
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-06-30	$111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-06-30	$69
Administrative expenses (other) incurred	2023-06-30	$31,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$184,925
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$7,774,791
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$7,589,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$15,083
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$7,515,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$7,378,519
Interest on participant loans	2023-06-30	$7,059
Interest earned on other investments	2023-06-30	$2,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$73,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$71,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$583,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$56,066
Employer contributions (assets) at end of year	2023-06-30	$72
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$825,488
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	2023-06-30	No
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Disclaimer
Accountancy firm name	2023-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2023-06-30	941239084
2022 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-623,849
Total of all expenses incurred	2022-06-30	$1,172,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,115,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$461,414
Value of total assets at end of year	2022-06-30	$7,589,866
Value of total assets at beginning of year	2022-06-30	$9,386,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$57,116
Total interest from all sources	2022-06-30	$8,045
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$196,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$196,875
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$296,786
Participant contributions at end of year	2022-06-30	$139,778
Participant contributions at beginning of year	2022-06-30	$149,972
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$311
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$-158
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$69
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$158
Administrative expenses (other) incurred	2022-06-30	$38,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,796,154
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,589,866
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,386,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$18,850
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$7,378,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$9,165,541
Interest on participant loans	2022-06-30	$5,625
Interest earned on other investments	2022-06-30	$2,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$71,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$69,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,290,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$164,786
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,115,189
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	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2022-06-30	941239084
2021 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$2,994,794
Total of all expenses incurred	2021-06-30	$813,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$759,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,015,647
Value of total assets at end of year	2021-06-30	$9,386,020
Value of total assets at beginning of year	2021-06-30	$7,204,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$53,336
Total interest from all sources	2021-06-30	$9,963
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$147,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$147,923
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$343,314
Participant contributions at end of year	2021-06-30	$149,972
Participant contributions at beginning of year	2021-06-30	$168,218
Participant contributions at end of year	2021-06-30	$311
Participant contributions at beginning of year	2021-06-30	$89
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$476,872
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$38
Administrative expenses (other) incurred	2021-06-30	$38,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,181,683
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,386,020
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$7,204,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$15,114
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$9,165,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$6,842,030
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$126,907
Interest on participant loans	2021-06-30	$7,624
Interest earned on other investments	2021-06-30	$2,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$69,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$66,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,819,941
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$195,461
Employer contributions (assets) at end of year	2021-06-30	$845
Employer contributions (assets) at beginning of year	2021-06-30	$89
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$759,775
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	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2021-06-30	941239084
2020 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$908,094
Total of all expenses incurred	2020-06-30	$603,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$557,956
Value of total corrective distributions	2020-06-30	$162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$617,239
Value of total assets at end of year	2020-06-30	$7,204,337
Value of total assets at beginning of year	2020-06-30	$6,899,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$45,416
Total interest from all sources	2020-06-30	$10,601
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$184,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$184,274
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$400,967
Participant contributions at end of year	2020-06-30	$168,218
Participant contributions at beginning of year	2020-06-30	$194,108
Participant contributions at end of year	2020-06-30	$89
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$8,937
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$38
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$100
Administrative expenses (other) incurred	2020-06-30	$32,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$304,560
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$7,204,337
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$6,899,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$13,366
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$6,842,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$6,440,202
Value of interest in pooled separate accounts at end of year	2020-06-30	$126,907
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$189,557
Interest on participant loans	2020-06-30	$8,203
Interest earned on other investments	2020-06-30	$2,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$66,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$75,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$93,827
Net investment gain/loss from pooled separate accounts	2020-06-30	$2,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$207,335
Employer contributions (assets) at end of year	2020-06-30	$89
Employer contributions (assets) at beginning of year	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$557,956
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	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2020-06-30	941239084
2019 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$989,585
Total of all expenses incurred	2019-06-30	$328,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$313,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$632,504
Value of total assets at end of year	2019-06-30	$6,899,777
Value of total assets at beginning of year	2019-06-30	$6,238,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$14,512
Total interest from all sources	2019-06-30	$10,968
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$252,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$252,667
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$393,804
Participant contributions at end of year	2019-06-30	$194,108
Participant contributions at beginning of year	2019-06-30	$172,627
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$467
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$835
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$11,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$661,534
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,899,777
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$6,238,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$3,427
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$6,440,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$5,787,872
Value of interest in pooled separate accounts at end of year	2019-06-30	$189,557
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$74,209
Interest on participant loans	2019-06-30	$7,678
Interest earned on other investments	2019-06-30	$2,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$123,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$123,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$75,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$79,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$93,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$237,865
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$313,539
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	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2019-06-30	941239084
2018 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$592
Total income from all sources (including contributions)	2018-06-30	$982,052
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$509,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$507,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$588,299
Value of total assets at end of year	2018-06-30	$6,238,243
Value of total assets at beginning of year	2018-06-30	$5,766,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,962
Total interest from all sources	2018-06-30	$7,753
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$97,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$97,291
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$354,718
Participant contributions at end of year	2018-06-30	$172,627
Participant contributions at beginning of year	2018-06-30	$193,572
Participant contributions at end of year	2018-06-30	$467
Participant contributions at beginning of year	2018-06-30	$48
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$26,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$592
Other income not declared elsewhere	2018-06-30	$2,825
Administrative expenses (other) incurred	2018-06-30	$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$472,653
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$6,238,243
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$5,765,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$5,787,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$5,272,192
Value of interest in pooled separate accounts at end of year	2018-06-30	$74,209
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$64,830
Interest on participant loans	2018-06-30	$6,887
Income. Interest from loans (other than to participants)	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$123,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$148,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$148,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$79,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$86,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$276,368
Net investment gain/loss from pooled separate accounts	2018-06-30	$9,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$206,768
Employer contributions (assets) at end of year	2018-06-30	$446
Employer contributions (assets) at beginning of year	2018-06-30	$160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$507,437
Contract administrator fees	2018-06-30	$1,637
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2018-06-30	941239084
2017 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,093,593
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$243,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$241,189
Value of total corrective distributions	2017-06-30	$120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$462,046
Value of total assets at end of year	2017-06-30	$5,766,182
Value of total assets at beginning of year	2017-06-30	$4,915,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$2,125
Total interest from all sources	2017-06-30	$5,732
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$68,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$68,345
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$286,004
Participant contributions at end of year	2017-06-30	$193,572
Participant contributions at beginning of year	2017-06-30	$185,070
Participant contributions at end of year	2017-06-30	$48
Participant contributions at beginning of year	2017-06-30	$575
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$1,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$592
Other income not declared elsewhere	2017-06-30	$3,035
Administrative expenses (other) incurred	2017-06-30	$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$850,159
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$5,765,590
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,915,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$5,272,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,439,888
Value of interest in pooled separate accounts at end of year	2017-06-30	$64,830
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$54,696
Interest on participant loans	2017-06-30	$5,683
Income. Interest from loans (other than to participants)	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$148,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$144,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$144,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$86,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$90,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$544,165
Net investment gain/loss from pooled separate accounts	2017-06-30	$10,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$175,004
Employer contributions (assets) at end of year	2017-06-30	$160
Employer contributions (assets) at beginning of year	2017-06-30	$540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$241,189
Contract administrator fees	2017-06-30	$1,800
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2017-06-30	941239084
2016 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$409,823
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$95,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$93,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$436,522
Value of total assets at end of year	2016-06-30	$4,915,431
Value of total assets at beginning of year	2016-06-30	$4,601,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,875
Total interest from all sources	2016-06-30	$5,314
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$63,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$63,794
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$269,173
Participant contributions at end of year	2016-06-30	$185,070
Participant contributions at beginning of year	2016-06-30	$139,387
Participant contributions at end of year	2016-06-30	$575
Participant contributions at beginning of year	2016-06-30	$11,027
Other income not declared elsewhere	2016-06-30	$620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$314,074
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,915,431
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$4,601,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,439,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,141,736
Value of interest in pooled separate accounts at end of year	2016-06-30	$54,696
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$64,475
Interest on participant loans	2016-06-30	$5,308
Income. Interest from loans (other than to participants)	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$144,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$144,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$144,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$90,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$93,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-97,281
Net investment gain/loss from pooled separate accounts	2016-06-30	$854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$167,349
Employer contributions (assets) at end of year	2016-06-30	$540
Employer contributions (assets) at beginning of year	2016-06-30	$6,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$93,874
Contract administrator fees	2016-06-30	$1,875
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2016-06-30	941239084
2015 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$567,614
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$287,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$285,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$469,382
Value of total assets at end of year	2015-06-30	$4,601,357
Value of total assets at beginning of year	2015-06-30	$4,321,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$2,170
Total interest from all sources	2015-06-30	$8,383
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$77,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$77,445
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$266,369
Participant contributions at end of year	2015-06-30	$139,387
Participant contributions at beginning of year	2015-06-30	$176,943
Participant contributions at end of year	2015-06-30	$11,027
Participant contributions at beginning of year	2015-06-30	$9,670
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$43,118
Administrative expenses (other) incurred	2015-06-30	$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$279,858
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$4,601,357
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,321,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$4,141,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,806,486
Value of interest in pooled separate accounts at end of year	2015-06-30	$64,475
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$60,949
Interest on participant loans	2015-06-30	$5,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$144,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$166,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$166,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$3,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$93,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$94,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$8,665
Net investment gain/loss from pooled separate accounts	2015-06-30	$3,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$159,895
Employer contributions (assets) at end of year	2015-06-30	$6,860
Employer contributions (assets) at beginning of year	2015-06-30	$5,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$285,586
Contract administrator fees	2015-06-30	$1,770
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2015-06-30	941239084
2014 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$892,513
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$212,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$209,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$359,192
Value of total assets at end of year	2014-06-30	$4,321,499
Value of total assets at beginning of year	2014-06-30	$3,640,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$2,444
Total interest from all sources	2014-06-30	$8,227
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$66,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$66,327
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$216,080
Participant contributions at end of year	2014-06-30	$176,943
Participant contributions at beginning of year	2014-06-30	$122,725
Participant contributions at end of year	2014-06-30	$9,670
Participant contributions at beginning of year	2014-06-30	$8,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$680,511
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,321,499
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,640,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,806,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,128,571
Value of interest in pooled separate accounts at end of year	2014-06-30	$60,949
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$95,482
Interest on participant loans	2014-06-30	$4,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$166,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$180,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$180,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$3,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$94,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$99,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$441,368
Net investment gain/loss from pooled separate accounts	2014-06-30	$17,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$143,112
Employer contributions (assets) at end of year	2014-06-30	$5,957
Employer contributions (assets) at beginning of year	2014-06-30	$5,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$209,558
Contract administrator fees	2014-06-30	$2,444
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ATHERTON & ASSOCIATES, LLP
Accountancy firm EIN	2014-06-30	941239084
2013 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$698,404
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$231,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$226,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$349,319
Value of total assets at end of year	2013-06-30	$3,640,988
Value of total assets at beginning of year	2013-06-30	$3,174,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$5,450
Total interest from all sources	2013-06-30	$5,937
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$54,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$54,288
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$183,352
Participant contributions at end of year	2013-06-30	$122,725
Participant contributions at end of year	2013-06-30	$8,448
Participant contributions at beginning of year	2013-06-30	$7,002
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$28,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$466,753
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,640,988
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,174,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,128,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,839,394
Value of interest in pooled separate accounts at end of year	2013-06-30	$95,482
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$89,284
Interest on participant loans	2013-06-30	$2,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$180,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$136,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$136,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$3,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$99,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$96,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$274,653
Net investment gain/loss from pooled separate accounts	2013-06-30	$14,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$137,273
Employer contributions (assets) at end of year	2013-06-30	$5,720
Employer contributions (assets) at beginning of year	2013-06-30	$5,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$226,201
Contract administrator fees	2013-06-30	$5,450
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ADELLE TORRES
Accountancy firm EIN	2013-06-30	911765702
2012 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$301,235
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$136,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$134,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$284,367
Value of total assets at end of year	2012-06-30	$3,174,235
Value of total assets at beginning of year	2012-06-30	$3,009,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,730
Total interest from all sources	2012-06-30	$3,550
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$58,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$58,057
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$164,797
Participant contributions at end of year	2012-06-30	$7,002
Participant contributions at beginning of year	2012-06-30	$8,006
Administrative expenses (other) incurred	2012-06-30	$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$164,910
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,174,235
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,009,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,839,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,644,122
Value of interest in pooled separate accounts at end of year	2012-06-30	$89,284
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$98,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$136,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$152,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$152,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$3,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$96,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$106,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-43,042
Net investment gain/loss from pooled separate accounts	2012-06-30	$-1,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$119,570
Employer contributions (assets) at end of year	2012-06-30	$5,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$134,595
Contract administrator fees	2012-06-30	$1,080
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ADELLE TORRES
Accountancy firm EIN	2012-06-30	911765702
2011 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$649,716
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$183,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$182,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$154,307
Value of total assets at end of year	2011-06-30	$3,009,325
Value of total assets at beginning of year	2011-06-30	$2,542,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,190
Total interest from all sources	2011-06-30	$3,756
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$38,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$38,977
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$154,307
Participant contributions at end of year	2011-06-30	$8,006
Participant contributions at beginning of year	2011-06-30	$5,765
Administrative expenses (other) incurred	2011-06-30	$830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$466,358
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,009,325
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,542,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,644,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,145,628
Value of interest in pooled separate accounts at end of year	2011-06-30	$98,332
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$112,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$152,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$165,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$165,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$3,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$106,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$113,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$424,293
Net investment gain/loss from pooled separate accounts	2011-06-30	$28,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$182,168
Contract administrator fees	2011-06-30	$360
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	2011-06-30	Yes
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	ADELLE TORRES
Accountancy firm EIN	2011-06-30	911765702
2010 : CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN

2022: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	Yes
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: CREATIVE ALTERNATIVES, INC EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	7
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $512
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $512
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	8
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $526
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $526
Insurance broker organization code?	4

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA069902

Policy instance

Insurance contract or identification number	TA069902
Number of Individuals Covered	0
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	8
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $571
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $571
Insurance broker organization code?	4

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TA069902

Policy instance

Insurance contract or identification number	TA069902
Number of Individuals Covered	319
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	8
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $520
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $520
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	13
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $550
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $550
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	13
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $551
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	13
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $457
Are there contracts with allocated funds for individual policies?	No
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
Amount paid for insurance broker fees	457
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	17
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $393
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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
Commission paid to Insurance Broker	USD $393
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	17
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $533
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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
Commission paid to Insurance Broker	USD $533
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	20
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $577
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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
Commission paid to Insurance Broker	USD $577
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	23
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $497
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25985

Policy instance

Insurance contract or identification number	CR25985
Number of Individuals Covered	26
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $1,031
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

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Company Name:	CREATIVE ALTERNATIVES INC
Employer identification number (EIN):	942378380
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities