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| Plan Name | CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit 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 |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | LISA HAYES | 2024-10-02 | LISA HAYES | 2024-10-02 |
| 002 | 2022-01-01 | LISA HAYES | 2023-10-09 | LISA HAYES | 2023-10-09 |
| 002 | 2021-01-01 | LISA HAYES | 2022-10-12 | LISA HAYES | 2022-10-12 |
| 002 | 2020-01-01 | S. LISA HAYES | 2021-10-13 | S. LISA HAYES | 2021-10-13 |
| 002 | 2019-01-01 | LISA HAYES | 2020-10-14 | LISA HAYES | 2020-10-14 |
| 002 | 2018-01-01 | LISA HAYES | 2019-10-07 | LISA HAYES | 2019-10-07 |
| 002 | 2017-01-01 | LISA HAYES | 2018-10-10 | LISA HAYES | 2018-10-10 |
| 002 | 2016-01-01 | DANIEL GWIZDAK | 2017-07-31 | ||
| 002 | 2015-01-01 | S. L. HAYES | 2016-07-20 | ||
| 002 | 2014-01-01 | S. L HAYES | 2015-06-04 | ||
| 002 | 2013-01-01 | LISA HAYES | 2014-03-19 | ||
| 002 | 2012-01-01 | LISA HAYES | 2013-09-09 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-20 | 0 |
| Net assets as of the end of the plan year | 2025-08-20 | 1875015 |
| Total assets as of the beginning of the plan year | 2025-08-20 | 1510225 |
| Value of plan covered by a fidelity bond | 2025-08-20 | 70000 |
| Other income to plan in this plan year | 2025-08-20 | 197873 |
| Plan net income in this plan year | 2025-08-20 | 364790 |
| Net assets as of the end of the plan year | 2025-08-20 | 1875015 |
| Net assets as of the beginning of the plan year | 2025-08-20 | 1510225 |
| Employer contributions to plan in this plan year | 2025-08-20 | 166917 |
| 2024 : CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 0 |
| Net assets as of the end of the plan year | 2024-10-02 | 1510225 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 1311553 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 70000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 198672 |
| Plan net income in this plan year | 2024-10-02 | 198672 |
| Net assets as of the end of the plan year | 2024-10-02 | 1510225 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 1311553 |
| Employer contributions to plan in this plan year | 2024-10-02 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 0 |
| 2022 : CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 0 |
| Net assets as of the end of the plan year | 2022-10-12 | 1291215 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 1025068 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 40000 |
| Other income to plan in this plan year | 2022-10-12 | 129222 |
| Plan net income in this plan year | 2022-10-12 | 266147 |
| Net assets as of the end of the plan year | 2022-10-12 | 1291215 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 1025068 |
| Employer contributions to plan in this plan year | 2022-10-12 | 136925 |
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