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| Plan Name | CREATIVE FINANCIAL PLANNING, INC. RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CREATIVE FINANCIAL PLANNING, INC. |
| Employer identification number (EIN): | 133731868 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
Additional information about CREATIVE FINANCIAL PLANNING, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1993-08-12 |
| Company Identification Number: | 1749011 |
| Legal Registered Office Address: |
17 SQUADRON BLVD. SUITE 301 Rockland NEW CITY United States of America (USA) 10956 |
More information about CREATIVE FINANCIAL PLANNING, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | LISA HAYES | 2024-09-13 | LISA HAYES | 2024-09-13 |
| 001 | 2022-01-01 | STEPHANIE HAYES | 2023-07-28 | STEPHANIE HAYES | 2023-07-28 |
| 001 | 2021-01-01 | STEPHANIE HAYES | 2022-09-15 | STEPHANIE HAYES | 2022-09-15 |
| 001 | 2020-01-01 | STEPHANIE LISA HAYES | 2021-09-03 | STEPHANIE LISA HAYES | 2021-09-03 |
| 001 | 2019-01-01 | LISA HAYES | 2020-10-12 | LISA HAYES | 2020-10-12 |
| 001 | 2018-01-01 | LISA HAYES | 2019-10-07 | LISA HAYES | 2019-10-07 |
| 001 | 2017-01-01 | LISA HAYES | 2018-10-04 | LISA HAYES | 2018-10-04 |
| 001 | 2016-01-01 | DANIEL GWIZDAK | 2017-07-31 | ||
| 001 | 2015-01-01 | S. L. HAYES | 2016-07-20 | ||
| 001 | 2014-01-01 | S. L. HAYES | 2015-06-04 | ||
| 001 | 2013-01-01 | LISA HAYES | 2014-03-19 | ||
| 001 | 2012-01-01 | LISA HAYES | 2013-09-09 | ||
| 001 | 2011-01-01 | LISA HAYES | 2012-03-26 | ||
| 001 | 2010-01-01 | LISA HAYES | 2011-04-06 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CREATIVE FINANCIAL PLANNING, INC. RETIREMENT PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-29 | -29293 |
| Total expenses incurred by plan in this plan year | 2025-10-29 | 0 |
| Net assets as of the end of the plan year | 2025-10-29 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-29 | 28868 |
| Value of plan covered by a fidelity bond | 2025-10-29 | 80000 |
| Other income to plan in this plan year | 2025-10-29 | 425 |
| Plan net income in this plan year | 2025-10-29 | 425 |
| Net assets as of the end of the plan year | 2025-10-29 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-29 | 28868 |
| Total transfers to/from plan in this plan year | 2025-10-01 | -2690864 |
| Total expenses incurred by plan in this plan year | 2025-10-01 | 0 |
| Net assets as of the end of the plan year | 2025-10-01 | 28868 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 1585772 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 80000 |
| Participant contributions to plan in this plan year | 2025-10-01 | 8750 |
| Other contributions to plan in this plan year | 2025-10-01 | 0 |
| Other income to plan in this plan year | 2025-10-01 | 1096342 |
| Plan net income in this plan year | 2025-10-01 | 1133960 |
| Net assets as of the end of the plan year | 2025-10-01 | 28868 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 1585772 |
| Employer contributions to plan in this plan year | 2025-10-01 | 28868 |
| 2024 : CREATIVE FINANCIAL PLANNING, INC. RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-17 | 0 |
| Net assets as of the end of the plan year | 2024-09-17 | 1585772 |
| Total assets as of the beginning of the plan year | 2024-09-17 | 1322149 |
| Value of plan covered by a fidelity bond | 2024-09-17 | 80000 |
| Participant contributions to plan in this plan year | 2024-09-17 | 30000 |
| Other contributions to plan in this plan year | 2024-09-17 | 0 |
| Other income to plan in this plan year | 2024-09-17 | 184373 |
| Plan net income in this plan year | 2024-09-17 | 263623 |
| Net assets as of the end of the plan year | 2024-09-17 | 1585772 |
| Net assets as of the beginning of the plan year | 2024-09-17 | 1322149 |
| Employer contributions to plan in this plan year | 2024-09-17 | 49250 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-17 | 0 |
| 2022 : CREATIVE FINANCIAL PLANNING, INC. RETIREMENT PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-15 | 2006 |
| Net assets as of the end of the plan year | 2022-09-15 | 1377517 |
| Total assets as of the beginning of the plan year | 2022-09-15 | 867448 |
| Value of plan covered by a fidelity bond | 2022-09-15 | 60000 |
| Participant contributions to plan in this plan year | 2022-09-15 | 26000 |
| Other income to plan in this plan year | 2022-09-15 | 440357 |
| Plan net income in this plan year | 2022-09-15 | 510069 |
| Net assets as of the end of the plan year | 2022-09-15 | 1377517 |
| Net assets as of the beginning of the plan year | 2022-09-15 | 867448 |
| Employer contributions to plan in this plan year | 2022-09-15 | 45718 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-15 | 2006 |
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