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THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 401k Plan overview

Plan NameTHE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN
Plan identification number 001

THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

THE CREATIVE PLANNERS GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name:THE CREATIVE PLANNERS GROUP, LTD.
Employer identification number (EIN):133490936
NAIC Classification:541600

Additional information about THE CREATIVE PLANNERS GROUP, LTD.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1988-08-02
Company Identification Number: 1281760
Legal Registered Office Address: 660 WHITE PLAINS ROAD
SUITE 345
TARRYTOWN
United States of America (USA)
10591

More information about THE CREATIVE PLANNERS GROUP, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-01LEONARD M. SANDER2023-09-08
0012020-12-01LEONARD M. SANDER2022-09-02
0012019-12-01LEONARD M. SANDER2021-08-24
0012018-12-01LEONARD M. SANDER2020-04-16
0012017-12-01LEONARD M. SANDER2019-05-01
0012016-12-01LEONARD M. SANDER2018-06-18
0012015-12-01LEONARD M. SANDER2017-01-09
0012014-12-01LEONARD M. SANDER2016-05-13
0012013-12-01LEONARD M. SANDER2015-05-20
0012012-12-01LEONARD M. SANDER2014-02-11
0012011-12-01LEONARD M. SANDER2013-01-16
0012010-12-01LEONARD M. SANDER2012-01-23

Plan Statistics for THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN

401k plan membership statisitcs for THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN

Measure Date Value
2022: THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2022 401k membership
Market value of plan assets2022-11-304,014,580
Acturial value of plan assets2022-11-304,014,580
Funding target for retired participants and beneficiaries receiving payment2022-11-300
Number of terminated vested participants2022-11-300
Fundng target for terminated vested participants2022-11-300
Active participant vested funding target2022-11-302,320,308
Number of active participants2022-11-304
Total funding liabilities for active participants2022-11-302,320,308
Total participant count2022-11-304
Total funding target for all participants2022-11-302,320,308
Balance at beginning of prior year after applicable adjustments2022-11-3014,159
Prefunding balance at beginning of prior year after applicable adjustments2022-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-3014,159
Amount remaining of prefunding balance2022-11-300
Present value of excess contributions2022-11-30168,559
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-30168,559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-3017,447
Balance of prefunding at beginning of current year2022-11-300
Total employer contributions2022-11-30200,000
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-30192,624
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-300
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-30192,624
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
Net shortfall amortization installment of oustanding balance2022-11-300
Waiver amortization installment2022-11-300
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
2021: THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2021 401k membership
Market value of plan assets2021-11-303,106,108
Acturial value of plan assets2021-11-303,106,108
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-300
Fundng target for terminated vested participants2021-11-300
Active participant vested funding target2021-11-302,197,301
Number of active participants2021-11-304
Total funding liabilities for active participants2021-11-302,197,301
Total participant count2021-11-304
Total funding target for all participants2021-11-302,197,301
Balance at beginning of prior year after applicable adjustments2021-11-3013,570
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-3013,570
Amount remaining of prefunding balance2021-11-300
Present value of excess contributions2021-11-30240,166
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-30253,159
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-3014,159
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-30175,000
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-30168,559
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-300
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-300
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-30168,559
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2020 401k membership
Market value of plan assets2020-11-302,734,813
Acturial value of plan assets2020-11-302,734,813
Funding target for retired participants and beneficiaries receiving payment2020-11-300
Number of terminated vested participants2020-11-300
Fundng target for terminated vested participants2020-11-300
Active participant vested funding target2020-11-302,115,577
Number of active participants2020-11-304
Total funding liabilities for active participants2020-11-302,115,577
Total participant count2020-11-304
Total funding target for all participants2020-11-302,115,577
Balance at beginning of prior year after applicable adjustments2020-11-3012,771
Prefunding balance at beginning of prior year after applicable adjustments2020-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-3012,771
Amount remaining of prefunding balance2020-11-300
Present value of excess contributions2020-11-30143,880
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-30151,765
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-3013,570
Balance of prefunding at beginning of current year2020-11-300
Total employer contributions2020-11-30175,000
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-30159,995
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-300
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-300
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-30159,995
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2019 401k membership
Market value of plan assets2019-11-302,430,556
Acturial value of plan assets2019-11-302,430,556
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-300
Fundng target for terminated vested participants2019-11-300
Active participant vested funding target2019-11-301,844,738
Number of active participants2019-11-304
Total funding liabilities for active participants2019-11-301,844,738
Total participant count2019-11-304
Total funding target for all participants2019-11-301,844,738
Balance at beginning of prior year after applicable adjustments2019-11-3013,266
Prefunding balance at beginning of prior year after applicable adjustments2019-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-3013,266
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-30143,336
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-30151,864
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-3012,771
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-30150,000
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-30143,880
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-300
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-300
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-30143,880
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2018 401k membership
Market value of plan assets2018-11-302,370,020
Acturial value of plan assets2018-11-302,370,020
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-300
Fundng target for terminated vested participants2018-11-300
Active participant vested funding target2018-11-301,743,745
Number of active participants2018-11-304
Total funding liabilities for active participants2018-11-301,743,745
Total participant count2018-11-304
Total funding target for all participants2018-11-301,743,745
Balance at beginning of prior year after applicable adjustments2018-11-3011,570
Prefunding balance at beginning of prior year after applicable adjustments2018-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-3011,570
Amount remaining of prefunding balance2018-11-300
Present value of excess contributions2018-11-30167,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-30177,657
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-3013,266
Balance of prefunding at beginning of current year2018-11-300
Total employer contributions2018-11-30150,000
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-30143,336
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-3012,128
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-300
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-30143,336
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: THE CREATIVE PLANNERS GROUP, LTD. PENSION PLAN 2017 401k membership
Market value of plan assets2017-11-301,908,798
Acturial value of plan assets2017-11-301,908,798
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-300
Fundng target for terminated vested participants2017-11-300
Active participant vested funding target2017-11-301,744,989
Number of active participants2017-11-304
Total funding liabilities for active participants2017-11-301,744,989
Total participant count2017-11-304
Total funding target for all participants2017-11-301,744,989
Balance at beginning of prior year after applicable adjustments2017-11-3011,759
Prefunding balance at beginning of prior year after applicable adjustments2017-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-3011,759
Amount remaining of prefunding balance2017-11-300
Present value of excess contributions2017-11-30166,789
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-30177,263
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-3011,570
Balance of prefunding at beginning of current year2017-11-300
Total employer contributions2017-11-30175,000
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-30167,427
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-300
Net shortfall amortization installment of oustanding balance2017-11-300
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-300
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-30167,427
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300

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