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COLORADO FINANCIAL PLANNING GROUP, INC. DBA GREAT FUTURES CASH BALANCE PLAN 401k Plan overview

Plan NameCOLORADO FINANCIAL PLANNING GROUP, INC. DBA GREAT FUTURES CASH BALANCE PLAN
Plan identification number 002

COLORADO FINANCIAL PLANNING GROUP, INC. DBA GREAT FUTURES CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='710882276' AND PlanID='002'

401k Sponsoring company profile

COLORADO FINANCIAL PLANNING GROUP, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLORADO FINANCIAL PLANNING GROUP, INC. DBA GREAT FUTURES CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CETERA RETIREMENT PLAN SPECIALISTS2024-07-19
0022022-01-01CETERA RETIREMENT PLAN SPECIALISTS2023-06-13
0022021-01-01CETERA RETIREMENT PLAN SPECIALISTS2022-07-19
0022020-01-01
0022019-01-01
0022018-01-01

Financial Data on COLORADO FINANCIAL PLANNING GROUP, INC. DBA GREAT FUTURES CASH BALANCE PLAN

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 year2024-07-190
Total liabilities as of the end of the plan year2024-07-190
Total liabilities as of the beginning of the plan year2024-07-190
Total expenses incurred by plan in this plan year2024-07-198592
Net assets as of the end of the plan year2024-07-19802304
Total assets as of the beginning of the plan year2024-07-19725722
Participant contributions to plan in this plan year2024-07-190
Other expenses paid from plan in this plan year2024-07-190
Other contributions to plan in this plan year2024-07-190
Other income to plan in this plan year2024-07-1934149
Plan net income in this plan year2024-07-1976582
Net assets as of the end of the plan year2024-07-19802304
Net assets as of the beginning of the plan year2024-07-19725722
Employer contributions to plan in this plan year2024-07-1951025
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-19135
2022 : COLORADO FINANCIAL PLANNING GROUP, INC. DBA GREAT FUTURES CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-190
Total liabilities as of the end of the plan year2022-07-190
Total liabilities as of the beginning of the plan year2022-07-190
Total expenses incurred by plan in this plan year2022-07-190
Net assets as of the end of the plan year2022-07-19591462
Total assets as of the beginning of the plan year2022-07-19372045
Participant contributions to plan in this plan year2022-07-190
Other expenses paid from plan in this plan year2022-07-190
Other contributions to plan in this plan year2022-07-190
Other income to plan in this plan year2022-07-191417
Plan net income in this plan year2022-07-19219417
Net assets as of the end of the plan year2022-07-19591462
Net assets as of the beginning of the plan year2022-07-19372045
Employer contributions to plan in this plan year2022-07-19218000
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-190

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