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CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameCREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN
Plan identification number 001

CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

CREATIVE FINANCE & INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:CREATIVE FINANCE & INVESTMENTS, LLC
Employer identification number (EIN):721558979
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01RODNEY HAYNES
0012016-01-01RODNEY HAYNES
0012015-01-01RODNEY HAYNES
0012014-01-01RODNEY HAYNES
0012013-01-01RODNEY HAYNES
0012012-01-01RODNEY HAYNES
0012011-01-01RODNEY HAYNES
0012009-01-01RODNEY HAYNES

Plan Statistics for CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN

Measure Date Value
2022: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-010
2020: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
2011: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN

Measure Date Value
2022 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$13,003
Expenses. Total of all expenses incurred2022-12-31$13,719
Benefits paid (including direct rollovers)2022-12-31$10,500
Total plan assets at end of year2022-12-31$1,238,612
Total plan assets at beginning of year2022-12-31$1,239,328
Expenses. Other expenses not covered elsewhere2022-12-31$3,219
Other income received2022-12-31$13,003
Net income (gross income less expenses)2022-12-31$-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
Total income from all sources2021-12-31$58,685
Expenses. Total of all expenses incurred2021-12-31$30,936
Benefits paid (including direct rollovers)2021-12-31$28,000
Total plan assets at end of year2021-12-31$1,239,328
Total plan assets at beginning of year2021-12-31$1,211,579
Assets. Value of loans (other than to participants)2021-12-31$455,233
Expenses. Other expenses not covered elsewhere2021-12-31$2,936
Other income received2021-12-31$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
Total income from all sources2020-12-31$250
Expenses. Total of all expenses incurred2020-12-31$8,592
Total plan assets at end of year2020-12-31$1,211,579
Total plan assets at beginning of year2020-12-31$1,219,921
Expenses. Other expenses not covered elsewhere2020-12-31$8,592
Other income received2020-12-31$250
Net income (gross income less expenses)2020-12-31$-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
Total income from all sources2019-12-31$16,030
Expenses. Total of all expenses incurred2019-12-31$9,318
Total plan assets at end of year2019-12-31$1,219,921
Total plan assets at beginning of year2019-12-31$1,213,209
Expenses. Other expenses not covered elsewhere2019-12-31$9,318
Other income received2019-12-31$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
Total income from all sources2018-12-31$57,949
Expenses. Total of all expenses incurred2018-12-31$5,487
Total plan assets at end of year2018-12-31$1,213,209
Total plan assets at beginning of year2018-12-31$1,160,747
Expenses. Other expenses not covered elsewhere2018-12-31$5,487
Other income received2018-12-31$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
Total income from all sources2017-12-31$7,378
Expenses. Total of all expenses incurred2017-12-31$3,060
Total plan assets at end of year2017-12-31$1,160,747
Total plan assets at beginning of year2017-12-31$1,156,429
Expenses. Other expenses not covered elsewhere2017-12-31$3,060
Other income received2017-12-31$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
Total income from all sources2016-12-31$62,742
Expenses. Total of all expenses incurred2016-12-31$4,770
Total plan assets at end of year2016-12-31$1,156,429
Total plan assets at beginning of year2016-12-31$1,098,457
Value of fidelity bond covering the plan2016-12-31$150,000
Assets. Value of loans (other than to participants)2016-12-31$515,233
Expenses. Other expenses not covered elsewhere2016-12-31$4,770
Other income received2016-12-31$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 loans2016-12-31$51,284
2015 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-124,611
Expenses. Total of all expenses incurred2015-12-31$75,667
Benefits paid (including direct rollovers)2015-12-31$13,337
Total plan assets at end of year2015-12-31$1,098,457
Total plan assets at beginning of year2015-12-31$1,298,735
Value of fidelity bond covering the plan2015-12-31$150,000
Assets. Value of loans (other than to participants)2015-12-31$515,233
Expenses. Other expenses not covered elsewhere2015-12-31$62,330
Other income received2015-12-31$-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 loans2015-12-31$60,583
2014 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$200
Total income from all sources2014-12-31$57,248
Expenses. Total of all expenses incurred2014-12-31$9,223
Total plan assets at end of year2014-12-31$1,298,735
Total plan assets at beginning of year2014-12-31$1,250,910
Value of fidelity bond covering the plan2014-12-31$150,000
Assets. Value of loans (other than to participants)2014-12-31$455,233
Expenses. Other expenses not covered elsewhere2014-12-31$9,223
Other income received2014-12-31$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 loans2014-12-31$60,583
2013 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$200
Total income from all sources2013-12-31$54,201
Expenses. Total of all expenses incurred2013-12-31$60,384
Benefits paid (including direct rollovers)2013-12-31$45,130
Total plan assets at end of year2013-12-31$1,250,910
Total plan assets at beginning of year2013-12-31$1,256,893
Assets. Value of loans (other than to participants)2013-12-31$455,233
Expenses. Other expenses not covered elsewhere2013-12-31$15,254
Other income received2013-12-31$54,201
Net income (gross income less expenses)2013-12-31$-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 loans2013-12-31$60,866
2012 : CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$45,106
Expenses. Total of all expenses incurred2012-12-31$1,647
Total plan assets at end of year2012-12-31$1,256,893
Total plan assets at beginning of year2012-12-31$1,213,434
Assets. Value of loans (other than to participants)2012-12-31$446,233
Expenses. Other expenses not covered elsewhere2012-12-31$1,647
Other income received2012-12-31$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 loans2012-12-31$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
Total income from all sources2011-12-31$67,636
Expenses. Total of all expenses incurred2011-12-31$6,489
Total plan assets at end of year2011-12-31$1,213,434
Total plan assets at beginning of year2011-12-31$1,152,287
Assets. Value of loans (other than to participants)2011-12-31$446,233
Expenses. Other expenses not covered elsewhere2011-12-31$6,489
Other income received2011-12-31$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 loans2011-12-31$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
Total income from all sources2010-12-31$64,736
Expenses. Total of all expenses incurred2010-12-31$10,325
Total plan assets at end of year2010-12-31$1,152,287
Total plan assets at beginning of year2010-12-31$1,097,876
Assets. Value of loans (other than to participants)2010-12-31$439,218
Expenses. Other expenses not covered elsewhere2010-12-31$10,325
Other income received2010-12-31$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 loans2010-12-31$47,353
Assets. Value of real-estate (other than employer real property)2010-12-31$51,436

Form 5500 Responses for CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN

2022: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CREATIVE FINANCE & INVESTMENTS, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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