| Plan Name | COLORADO FINANCIAL PLANNING GROUP, INC. DBA GREAT FUTURES CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | COLORADO FINANCIAL PLANNING GROUP, INC. |
| Employer identification number (EIN): | 710882276 |
| NAIC Classification: | 523900 |
Additional information about COLORADO FINANCIAL PLANNING GROUP, INC.
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 2002-02-19 |
| Company Identification Number: | 20021039504 |
| Legal Registered Office Address: |
3900 E Mexico Ave Ste 950 Denver United States of America (USA) 80210 |
More information about COLORADO FINANCIAL PLANNING GROUP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | CETERA RETIREMENT PLAN SPECIALISTS | 2024-07-19 | ||
| 002 | 2022-01-01 | CETERA RETIREMENT PLAN SPECIALISTS | 2023-06-13 | ||
| 002 | 2021-01-01 | CETERA RETIREMENT PLAN SPECIALISTS | 2022-07-19 | ||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024 : COLORADO FINANCIAL PLANNING GROUP, INC. DBA GREAT FUTURES CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-19 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-19 | 8592 |
| Net assets as of the end of the plan year | 2024-07-19 | 802304 |
| Total assets as of the beginning of the plan year | 2024-07-19 | 725722 |
| Participant contributions to plan in this plan year | 2024-07-19 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-19 | 0 |
| Other contributions to plan in this plan year | 2024-07-19 | 0 |
| Other income to plan in this plan year | 2024-07-19 | 34149 |
| Plan net income in this plan year | 2024-07-19 | 76582 |
| Net assets as of the end of the plan year | 2024-07-19 | 802304 |
| Net assets as of the beginning of the plan year | 2024-07-19 | 725722 |
| Employer contributions to plan in this plan year | 2024-07-19 | 51025 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-19 | 135 |
| 2022 : COLORADO FINANCIAL PLANNING GROUP, INC. DBA GREAT FUTURES CASH BALANCE PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-19 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-19 | 0 |
| Net assets as of the end of the plan year | 2022-07-19 | 591462 |
| Total assets as of the beginning of the plan year | 2022-07-19 | 372045 |
| Participant contributions to plan in this plan year | 2022-07-19 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-19 | 0 |
| Other contributions to plan in this plan year | 2022-07-19 | 0 |
| Other income to plan in this plan year | 2022-07-19 | 1417 |
| Plan net income in this plan year | 2022-07-19 | 219417 |
| Net assets as of the end of the plan year | 2022-07-19 | 591462 |
| Net assets as of the beginning of the plan year | 2022-07-19 | 372045 |
| Employer contributions to plan in this plan year | 2022-07-19 | 218000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-19 | 0 |