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CREATIVE FINANCIAL STRATEGIES LLC RETIREMENT PLAN 401k Plan overview

Plan NameCREATIVE FINANCIAL STRATEGIES LLC RETIREMENT PLAN
Plan identification number 001

CREATIVE FINANCIAL STRATEGIES LLC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 FINANCIAL STRATEGIES LLC has sponsored the creation of one or more 401k plans.

Company Name:CREATIVE FINANCIAL STRATEGIES LLC
Employer identification number (EIN):454987152
NAIC Classification:523900

Additional information about CREATIVE FINANCIAL STRATEGIES LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2013-05-22
Company Identification Number: L13000074995
Legal Registered Office Address: 5575 S. SEMORAN BLVD

ORLANDO

32822

More information about CREATIVE FINANCIAL STRATEGIES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREATIVE FINANCIAL STRATEGIES LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ISAAC ORTIZ2023-08-15
0012021-01-01ISAAC ORTIZ2022-08-25
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01ISAAC ORTIZ2017-07-18

Financial Data on CREATIVE FINANCIAL STRATEGIES LLC RETIREMENT PLAN

Measure Date Value
2022 : CREATIVE FINANCIAL STRATEGIES LLC RETIREMENT PLAN 2022 401k financial data
Net assets as of the end of the plan year2022-08-25471975
Total assets as of the beginning of the plan year2022-08-251097694
Value of plan covered by a fidelity bond2022-08-2530000
Participant contributions to plan in this plan year2022-08-2546913
Value of participant loans at end of plan year2022-08-250
Other contributions to plan in this plan year2022-08-25100000
Other income to plan in this plan year2022-08-25-839529
Plan net income in this plan year2022-08-25-625719
Net assets as of the end of the plan year2022-08-25471975
Net assets as of the beginning of the plan year2022-08-251097694
Employer contributions to plan in this plan year2022-08-2566897

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