CREATIVE FINANCE & INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN
401k plan membership statisitcs for CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN
Measure | Date | Value |
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2022: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 2 |
Number of participants with account balances | 2022-01-01 | 2 |
2021: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 0 |
2020: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
2019: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
2018: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
2017: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
2016: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
2015: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 3 |
Number of participants with account balances | 2014-01-01 | 3 |
2013: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
2012: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 4 |
2011: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
2009: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
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2022 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $13,003 |
Expenses. Total of all expenses incurred | 2022-12-31 | $13,719 |
Benefits paid (including direct rollovers) | 2022-12-31 | $10,500 |
Total plan assets at end of year | 2022-12-31 | $1,238,612 |
Total plan assets at beginning of year | 2022-12-31 | $1,239,328 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $3,219 |
Other income received | 2022-12-31 | $13,003 |
Net income (gross income less expenses) | 2022-12-31 | $-716 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,238,612 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,239,328 |
2021 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $58,685 |
Expenses. Total of all expenses incurred | 2021-12-31 | $30,936 |
Benefits paid (including direct rollovers) | 2021-12-31 | $28,000 |
Total plan assets at end of year | 2021-12-31 | $1,239,328 |
Total plan assets at beginning of year | 2021-12-31 | $1,211,579 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $455,233 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $2,936 |
Other income received | 2021-12-31 | $58,685 |
Net income (gross income less expenses) | 2021-12-31 | $27,749 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,239,328 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,211,579 |
2020 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $250 |
Expenses. Total of all expenses incurred | 2020-12-31 | $8,592 |
Total plan assets at end of year | 2020-12-31 | $1,211,579 |
Total plan assets at beginning of year | 2020-12-31 | $1,219,921 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $8,592 |
Other income received | 2020-12-31 | $250 |
Net income (gross income less expenses) | 2020-12-31 | $-8,342 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,211,579 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,219,921 |
2019 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $16,030 |
Expenses. Total of all expenses incurred | 2019-12-31 | $9,318 |
Total plan assets at end of year | 2019-12-31 | $1,219,921 |
Total plan assets at beginning of year | 2019-12-31 | $1,213,209 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $9,318 |
Other income received | 2019-12-31 | $16,030 |
Net income (gross income less expenses) | 2019-12-31 | $6,712 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,219,921 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,213,209 |
2018 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $57,949 |
Expenses. Total of all expenses incurred | 2018-12-31 | $5,487 |
Total plan assets at end of year | 2018-12-31 | $1,213,209 |
Total plan assets at beginning of year | 2018-12-31 | $1,160,747 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,487 |
Other income received | 2018-12-31 | $57,949 |
Net income (gross income less expenses) | 2018-12-31 | $52,462 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,213,209 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,160,747 |
2017 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $7,378 |
Expenses. Total of all expenses incurred | 2017-12-31 | $3,060 |
Total plan assets at end of year | 2017-12-31 | $1,160,747 |
Total plan assets at beginning of year | 2017-12-31 | $1,156,429 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,060 |
Other income received | 2017-12-31 | $7,378 |
Net income (gross income less expenses) | 2017-12-31 | $4,318 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,160,747 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,156,429 |
2016 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $62,742 |
Expenses. Total of all expenses incurred | 2016-12-31 | $4,770 |
Total plan assets at end of year | 2016-12-31 | $1,156,429 |
Total plan assets at beginning of year | 2016-12-31 | $1,098,457 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $515,233 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $4,770 |
Other income received | 2016-12-31 | $62,742 |
Net income (gross income less expenses) | 2016-12-31 | $57,972 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,156,429 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,098,457 |
Assets. Value of participant loans | 2016-12-31 | $51,284 |
2015 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-124,611 |
Expenses. Total of all expenses incurred | 2015-12-31 | $75,667 |
Benefits paid (including direct rollovers) | 2015-12-31 | $13,337 |
Total plan assets at end of year | 2015-12-31 | $1,098,457 |
Total plan assets at beginning of year | 2015-12-31 | $1,298,735 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $515,233 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $62,330 |
Other income received | 2015-12-31 | $-124,611 |
Net income (gross income less expenses) | 2015-12-31 | $-200,278 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,098,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,298,735 |
Assets. Value of participant loans | 2015-12-31 | $60,583 |
2014 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $200 |
Total income from all sources | 2014-12-31 | $57,248 |
Expenses. Total of all expenses incurred | 2014-12-31 | $9,223 |
Total plan assets at end of year | 2014-12-31 | $1,298,735 |
Total plan assets at beginning of year | 2014-12-31 | $1,250,910 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $455,233 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $9,223 |
Other income received | 2014-12-31 | $57,248 |
Net income (gross income less expenses) | 2014-12-31 | $48,025 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,298,735 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,250,710 |
Assets. Value of participant loans | 2014-12-31 | $60,583 |
2013 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $200 |
Total income from all sources | 2013-12-31 | $54,201 |
Expenses. Total of all expenses incurred | 2013-12-31 | $60,384 |
Benefits paid (including direct rollovers) | 2013-12-31 | $45,130 |
Total plan assets at end of year | 2013-12-31 | $1,250,910 |
Total plan assets at beginning of year | 2013-12-31 | $1,256,893 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $455,233 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $15,254 |
Other income received | 2013-12-31 | $54,201 |
Net income (gross income less expenses) | 2013-12-31 | $-6,183 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,250,710 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,256,893 |
Assets. Value of participant loans | 2013-12-31 | $60,866 |
2012 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $45,106 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,647 |
Total plan assets at end of year | 2012-12-31 | $1,256,893 |
Total plan assets at beginning of year | 2012-12-31 | $1,213,434 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $446,233 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,647 |
Other income received | 2012-12-31 | $45,106 |
Net income (gross income less expenses) | 2012-12-31 | $43,459 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,256,893 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,213,434 |
Assets. Value of participant loans | 2012-12-31 | $55,295 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $48,000 |
2011 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $67,636 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,489 |
Total plan assets at end of year | 2011-12-31 | $1,213,434 |
Total plan assets at beginning of year | 2011-12-31 | $1,152,287 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $446,233 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $6,489 |
Other income received | 2011-12-31 | $67,636 |
Net income (gross income less expenses) | 2011-12-31 | $61,147 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,213,434 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,152,287 |
Assets. Value of participant loans | 2011-12-31 | $55,833 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $51,436 |
2010 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $64,736 |
Expenses. Total of all expenses incurred | 2010-12-31 | $10,325 |
Total plan assets at end of year | 2010-12-31 | $1,152,287 |
Total plan assets at beginning of year | 2010-12-31 | $1,097,876 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $439,218 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $10,325 |
Other income received | 2010-12-31 | $64,736 |
Net income (gross income less expenses) | 2010-12-31 | $54,411 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,152,287 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,097,876 |
Assets. Value of participant loans | 2010-12-31 | $47,353 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $51,436 |