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CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN 401k Plan overview

Plan NameCREATIVE WEALTH MANAGEMENT, LLC 401K PLAN
Plan identification number 001

CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CREATIVE WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:CREATIVE WEALTH MANAGEMENT, LLC
Employer identification number (EIN):743059499
NAIC Classification:523900

Additional information about CREATIVE WEALTH MANAGEMENT, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2002-01-29
Company Identification Number: 2724536
Legal Registered Office Address: 350 MOTOR PARKWAY / STE: 209
Suffolk
HAUPPAUGE
United States of America (USA)
11788

More information about CREATIVE WEALTH MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREATIVE WEALTH MANAGEMENT, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GLENDA KRESH2024-03-01 GLENDA KRESH2024-03-01
0012022-01-01GLENDA KRESH2023-07-13 GLENDA KRESH2023-07-13
0012021-01-01GLENDA KRESH2022-04-12 GLENDA KRESH2022-04-12
0012020-01-01GLENDA KRESH2021-10-04 GLENDA KRESH2021-10-04
0012019-01-01GLENDA KRESH2020-10-09 GLENDA KRESH2020-10-09
0012018-01-01GLENDA KRESH2019-07-09 GLENDA KRESH2019-07-09
0012017-01-01GLENDA KRESH2018-02-15 GLENDA KRESH2018-02-15
0012016-01-01GLENDA KRESH2017-07-19 GLENDA KRESH2017-07-19
0012015-01-01GLENDA KRESH2016-09-07 GLENDA KRESH2016-09-07
0012014-01-01GLENDA KRESH2015-10-02 GLENDA KRESH2015-10-02

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