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401k Sponsoring company profile

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

Company Name:CREATIVE FINANCIAL PLANNING, INC.
Employer identification number (EIN):133731868
NAIC Classification:523120
NAIC Description:Securities Brokerage

Additional information about CREATIVE FINANCIAL PLANNING, INC.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about CREATIVE FINANCIAL PLANNING, INC.

The following addresses have been detected on the 401k submissions:

USA Location Address
101 SOUTH BROADWAY
SOUTH NYACK
NY
10960
Date first seen: 2007-01-01
Date last seen: 2023-10-10
USA Location Address
17 SQUADRON BOULEVARD SUITE 301
NEW CITY
NY
10956
Date first seen: 2007-01-01
Date last seen: 2023-12-31

The following addresses have been found in other jurisdictions:

Jurisdiction:NEW YORK SECRETARY OF STATE - DIVISION OF CORPORATIONS
Address:
CREATIVE FINANCIAL PLANNING INC.
SUITE 301
NEW CITY,NY
Jurisdiction Company ID:
Jurisdiction Registration Date:

CREATIVE FINANCIAL PLANNING, INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001CREATIVE FINANCIAL PLANNING, INC. RETIREMENT PLAN2013-01-01 2006-01-01
002CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN2015-01-01 2012-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-04-06Employer Contributions $ 22,837
2023-04-06Employee Contributions $ 22,837
2023-04-04Employer Contributions $ 95,000
2023-04-04Employee Contributions $ 95,000
2023-03-31Employer Contributions $ 49,000
2023-03-31Employee Contributions $ 49,000
2022-03-11Employer Contributions $ 12,425
2022-03-11Employee Contributions $ 12,425
2022-03-08Employer Contributions $ 25,000
2022-03-08Employee Contributions $ 25,000
2022-03-07Employer Contributions $ 24,500
2022-03-07Employee Contributions $ 24,500
2022-03-02Employer Contributions $ 75,000
2022-03-02Employee Contributions $ 75,000
2020-03-04Employer Contributions $ 77,638
2020-03-04Employee Contributions $ 77,638
2020-03-03Employer Contributions $ 50,000
2020-03-03Employee Contributions $ 50,000
2018-03-12Employer Contributions $ 110,000
2018-03-12Employee Contributions $ 110,000
2017-02-06Employer Contributions $ 108,461
2017-02-06Employee Contributions $ 108,461
2016-02-29Employer Contributions $ 96,499
2016-02-29Employee Contributions $ 96,499
2015-04-27Employer Contributions $ 72,322
2015-04-27Employee Contributions $ 72,322
2014-03-07Employer Contributions $ 62,731
2014-03-07Employee Contributions $ 62,731
2013-07-08Employer Contributions $ 5,000
2013-07-08Employee Contributions $ 5,000
2013-03-14Employer Contributions $ 11,196
2013-03-14Employee Contributions $ 11,196
2013-03-04Employer Contributions $ 30,000
2013-03-04Employee Contributions $ 30,000
2013-01-19Employer Contributions $ 1,000
2013-01-19Employee Contributions $ 1,000

Potentially Related Companies

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