401k Plan data: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN plan

CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 401k Plan overview

Plan Name	CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN
Plan identification number	506

CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

CREATIVE PLANNING LLC has sponsored the creation of one or more 401k plans.

Company Name: CREATIVE PLANNING LLC

Employer identification number (EIN): 431270780

NAIC Classification: 523900

Additional information about CREATIVE PLANNING LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1981-07-09

Company Identification Number: 600407518

Legal Registered Office Address: 7525 SE 24TH ST STE 350

MERCER ISLAND
United States of America (USA)
980400000

More information about CREATIVE PLANNING LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
506 2022-01-01 MEGAN SCHMITZ 2023-07-28
506 2021-01-01 MEGAN SCHMITZ 2023-07-28
506 2020-01-01 MEGAN SCHMITZ 2023-07-28
506 2019-01-01 MEGAN SCHMITZ 2023-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
506	2022-01-01	MEGAN SCHMITZ	2023-07-28
506	2021-01-01	MEGAN SCHMITZ	2023-07-28
506	2020-01-01	MEGAN SCHMITZ	2023-07-28
506	2019-01-01	MEGAN SCHMITZ	2023-07-28

Plan Statistics for CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN

401k plan membership statisitcs for CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN

Measure Date Value
2022: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 100
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 100
Number of employers contributing to the scheme 2022-01-01 0
2021: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 100
Number of employers contributing to the scheme 2021-01-01 0
2020: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 100
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 100
Number of employers contributing to the scheme 2020-01-01 0
2019: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 100
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 100
Number of employers contributing to the scheme 2019-01-01 0

Measure	Date	Value
2022: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	100
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	100
Number of employers contributing to the scheme	2022-01-01	0
2021: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	100
Number of employers contributing to the scheme	2021-01-01	0
2020: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	100
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	100
Number of employers contributing to the scheme	2020-01-01	0
2019: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	100
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	100
Number of employers contributing to the scheme	2019-01-01	0

Form 5500 Responses for CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN

2022: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CREATIVE PLANNING LLC
Employer identification number (EIN):	431270780
NAIC Classification:	523900

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1981-07-09
Company Identification Number:	600407518
Legal Registered Office Address:	7525 SE 24TH ST STE 350 MERCER ISLAND United States of America (USA) 980400000