Creative Financial Planning Inc.
Plan context: CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN
EIN 13-3731868 • South Nyack, NY • 32 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,875,015
2024 Contributions
$166,917
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $1,875,015 | $166,917 | $33,383iApproximate average salary by contribution assumption: employee only about $834,585 at 4% or $556,390 at 6%; with 50% employer match about $556,390 at 4% or $370,927 at 6%; with 100% employer match about $417,293 at 4% or $278,195 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 5 | $1,875,015 | $166,917 | $33,383iApproximate average salary by contribution assumption: employee only about $834,585 at 4% or $556,390 at 6%; with 50% employer match about $556,390 at 4% or $370,927 at 6%; with 100% employer match about $417,293 at 4% or $278,195 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 0 | $0 | - | - |
| 2023 | 2 | 5 | $3,095,997 | $79,250 | $15,850iApproximate average salary by contribution assumption: employee only about $396,250 at 4% or $264,167 at 6%; with 50% employer match about $264,167 at 4% or $176,111 at 6%; with 100% employer match about $198,125 at 4% or $132,083 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 5 | $1,585,772 | $79,250 | $15,850iApproximate average salary by contribution assumption: employee only about $396,250 at 4% or $264,167 at 6%; with 50% employer match about $264,167 at 4% or $176,111 at 6%; with 100% employer match about $198,125 at 4% or $132,083 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 5 | $1,510,225 | $0 | - |
| 2022 | 2 | 5 | $2,633,702 | $241,227 | $48,245iApproximate average salary by contribution assumption: employee only about $1,206,135 at 4% or $804,090 at 6%; with 50% employer match about $804,090 at 4% or $536,060 at 6%; with 100% employer match about $603,068 at 4% or $402,045 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 5 | $1,322,149 | $74,390 | $14,878iApproximate average salary by contribution assumption: employee only about $371,950 at 4% or $247,967 at 6%; with 50% employer match about $247,967 at 4% or $165,311 at 6%; with 100% employer match about $185,975 at 4% or $123,983 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 5 | $1,311,553 | $166,837 | $33,367iApproximate average salary by contribution assumption: employee only about $834,185 at 4% or $556,123 at 6%; with 50% employer match about $556,123 at 4% or $370,749 at 6%; with 100% employer match about $417,093 at 4% or $278,062 at 6%. |
| 2021 | 2 | 5 | $2,668,732 | $208,643 | $41,729iApproximate average salary by contribution assumption: employee only about $1,043,215 at 4% or $695,477 at 6%; with 50% employer match about $695,477 at 4% or $463,651 at 6%; with 100% employer match about $521,608 at 4% or $347,738 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 5 | $1,377,517 | $71,718 | $14,344iApproximate average salary by contribution assumption: employee only about $358,590 at 4% or $239,060 at 6%; with 50% employer match about $239,060 at 4% or $159,373 at 6%; with 100% employer match about $179,295 at 4% or $119,530 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 5 | $1,291,215 | $136,925 | $27,385iApproximate average salary by contribution assumption: employee only about $684,625 at 4% or $456,417 at 6%; with 50% employer match about $456,417 at 4% or $304,278 at 6%; with 100% employer match about $342,313 at 4% or $228,208 at 6%. |
| 2020 | 2 | 5 | $1,892,516 | $209,942 | $41,988iApproximate average salary by contribution assumption: employee only about $1,049,710 at 4% or $699,807 at 6%; with 50% employer match about $699,807 at 4% or $466,538 at 6%; with 100% employer match about $524,855 at 4% or $349,903 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 5 | $1,025,068 | $133,035 | $26,607iApproximate average salary by contribution assumption: employee only about $665,175 at 4% or $443,450 at 6%; with 50% employer match about $443,450 at 4% or $295,633 at 6%; with 100% employer match about $332,588 at 4% or $221,725 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 5 | $867,448 | $76,907 | $15,381iApproximate average salary by contribution assumption: employee only about $384,535 at 4% or $256,357 at 6%; with 50% employer match about $256,357 at 4% or $170,904 at 6%; with 100% employer match about $192,268 at 4% or $128,178 at 6%. |
| 2019 | 2 | 5 | $1,503,692 | $202,531 | $40,506iApproximate average salary by contribution assumption: employee only about $1,012,655 at 4% or $675,103 at 6%; with 50% employer match about $675,103 at 4% or $450,069 at 6%; with 100% employer match about $506,327 at 4% or $337,552 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 5 | $806,699 | $127,638 | $25,528iApproximate average salary by contribution assumption: employee only about $638,190 at 4% or $425,460 at 6%; with 50% employer match about $425,460 at 4% or $283,640 at 6%; with 100% employer match about $319,095 at 4% or $212,730 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 5 | $696,993 | $74,893 | $14,979iApproximate average salary by contribution assumption: employee only about $374,465 at 4% or $249,643 at 6%; with 50% employer match about $249,643 at 4% or $166,429 at 6%; with 100% employer match about $187,233 at 4% or $124,822 at 6%. |
| 2018 | 2 | 3 | $1,105,549 | $174,594 | $58,198iApproximate average salary by contribution assumption: employee only about $1,454,950 at 4% or $969,967 at 6%; with 50% employer match about $969,967 at 4% or $646,644 at 6%; with 100% employer match about $727,475 at 4% or $484,983 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 3 | $578,260 | $107,321 | $35,774iApproximate average salary by contribution assumption: employee only about $894,342 at 4% or $596,228 at 6%; with 50% employer match about $596,228 at 4% or $397,485 at 6%; with 100% employer match about $447,171 at 4% or $298,114 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $527,289 | $67,273 | $22,424iApproximate average salary by contribution assumption: employee only about $560,608 at 4% or $373,739 at 6%; with 50% employer match about $373,739 at 4% or $249,159 at 6%; with 100% employer match about $280,304 at 4% or $186,869 at 6%. |
| 2017 | 2 | 3 | $1,166,800 | $177,601 | $59,200iApproximate average salary by contribution assumption: employee only about $1,480,008 at 4% or $986,672 at 6%; with 50% employer match about $986,672 at 4% or $657,781 at 6%; with 100% employer match about $740,004 at 4% or $493,336 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $632,338 | $67,601 | $22,534iApproximate average salary by contribution assumption: employee only about $563,342 at 4% or $375,561 at 6%; with 50% employer match about $375,561 at 4% or $250,374 at 6%; with 100% employer match about $281,671 at 4% or $187,781 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 3 | $534,462 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| 2016 | 2 | 3 | $935,883 | $163,819 | $54,606iApproximate average salary by contribution assumption: employee only about $1,365,158 at 4% or $910,106 at 6%; with 50% employer match about $910,106 at 4% or $606,737 at 6%; with 100% employer match about $682,579 at 4% or $455,053 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $544,353 | $55,358 | $18,453iApproximate average salary by contribution assumption: employee only about $461,317 at 4% or $307,544 at 6%; with 50% employer match about $307,544 at 4% or $205,030 at 6%; with 100% employer match about $230,658 at 4% or $153,772 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 3 | $391,530 | $108,461 | $36,154iApproximate average salary by contribution assumption: employee only about $903,842 at 4% or $602,561 at 6%; with 50% employer match about $602,561 at 4% or $401,707 at 6%; with 100% employer match about $451,921 at 4% or $301,281 at 6%. |
| 2015 | 2 | 3 | $742,752 | $149,124 | $49,708iApproximate average salary by contribution assumption: employee only about $1,242,700 at 4% or $828,467 at 6%; with 50% employer match about $828,467 at 4% or $552,311 at 6%; with 100% employer match about $621,350 at 4% or $414,233 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $469,001 | $52,625 | $17,542iApproximate average salary by contribution assumption: employee only about $438,542 at 4% or $292,361 at 6%; with 50% employer match about $292,361 at 4% or $194,907 at 6%; with 100% employer match about $219,271 at 4% or $146,181 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 3 | $273,751 | $96,499 | $32,166iApproximate average salary by contribution assumption: employee only about $804,158 at 4% or $536,106 at 6%; with 50% employer match about $536,106 at 4% or $357,404 at 6%; with 100% employer match about $402,079 at 4% or $268,053 at 6%. |
| 2014 | 2 | 3 | $640,469 | $123,057 | $41,019iApproximate average salary by contribution assumption: employee only about $1,025,475 at 4% or $683,650 at 6%; with 50% employer match about $683,650 at 4% or $455,767 at 6%; with 100% employer match about $512,738 at 4% or $341,825 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $448,184 | $50,735 | $16,912iApproximate average salary by contribution assumption: employee only about $422,792 at 4% or $281,861 at 6%; with 50% employer match about $281,861 at 4% or $187,907 at 6%; with 100% employer match about $211,396 at 4% or $140,931 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 3 | $192,285 | $72,322 | $24,107iApproximate average salary by contribution assumption: employee only about $602,683 at 4% or $401,789 at 6%; with 50% employer match about $401,789 at 4% or $267,859 at 6%; with 100% employer match about $301,342 at 4% or $200,894 at 6%. |
| 2013 | 2 | 3 | $491,857 | $103,592 | $34,531iApproximate average salary by contribution assumption: employee only about $863,267 at 4% or $575,511 at 6%; with 50% employer match about $575,511 at 4% or $383,674 at 6%; with 100% employer match about $431,633 at 4% or $287,756 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $376,689 | $40,861 | $13,620iApproximate average salary by contribution assumption: employee only about $340,508 at 4% or $227,006 at 6%; with 50% employer match about $227,006 at 4% or $151,337 at 6%; with 100% employer match about $170,254 at 4% or $113,503 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 3 | $115,168 | $62,731 | $20,910iApproximate average salary by contribution assumption: employee only about $522,758 at 4% or $348,506 at 6%; with 50% employer match about $348,506 at 4% or $232,337 at 6%; with 100% employer match about $261,379 at 4% or $174,253 at 6%. |
| 2012 | 2 | 3 | $340,806 | $81,176 | $27,059iApproximate average salary by contribution assumption: employee only about $676,467 at 4% or $450,978 at 6%; with 50% employer match about $450,978 at 4% or $300,652 at 6%; with 100% employer match about $338,233 at 4% or $225,489 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $293,610 | $33,980 | $11,327iApproximate average salary by contribution assumption: employee only about $283,167 at 4% or $188,778 at 6%; with 50% employer match about $188,778 at 4% or $125,852 at 6%; with 100% employer match about $141,583 at 4% or $94,389 at 6%. |
| CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN | - | 0 | $47,196 | $47,196 | - |
| 2011 | 1 | 3 | $220,795 | $57,602 | $19,201iApproximate average salary by contribution assumption: employee only about $480,017 at 4% or $320,011 at 6%; with 50% employer match about $320,011 at 4% or $213,341 at 6%; with 100% employer match about $240,008 at 4% or $160,006 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $220,795 | $57,602 | $19,201iApproximate average salary by contribution assumption: employee only about $480,017 at 4% or $320,011 at 6%; with 50% employer match about $320,011 at 4% or $213,341 at 6%; with 100% employer match about $240,008 at 4% or $160,006 at 6%. |
| 2010 | 1 | 3 | $201,992 | $38,321 | $12,774iApproximate average salary by contribution assumption: employee only about $319,342 at 4% or $212,894 at 6%; with 50% employer match about $212,894 at 4% or $141,930 at 6%; with 100% employer match about $159,671 at 4% or $106,447 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $201,992 | $38,321 | $12,774iApproximate average salary by contribution assumption: employee only about $319,342 at 4% or $212,894 at 6%; with 50% employer match about $212,894 at 4% or $141,930 at 6%; with 100% employer match about $159,671 at 4% or $106,447 at 6%. |
| 2009 | 1 | 3 | $147,436 | $33,740 | $11,247iApproximate average salary by contribution assumption: employee only about $281,167 at 4% or $187,444 at 6%; with 50% employer match about $187,444 at 4% or $124,963 at 6%; with 100% employer match about $140,583 at 4% or $93,722 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $147,436 | $33,740 | $11,247iApproximate average salary by contribution assumption: employee only about $281,167 at 4% or $187,444 at 6%; with 50% employer match about $187,444 at 4% or $124,963 at 6%; with 100% employer match about $140,583 at 4% or $93,722 at 6%. |
| 2008 | 1 | 3 | $74,653 | $38,421 | $12,807iApproximate average salary by contribution assumption: employee only about $320,175 at 4% or $213,450 at 6%; with 50% employer match about $213,450 at 4% or $142,300 at 6%; with 100% employer match about $160,088 at 4% or $106,725 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 3 | $74,653 | $38,421 | $12,807iApproximate average salary by contribution assumption: employee only about $320,175 at 4% or $213,450 at 6%; with 50% employer match about $213,450 at 4% or $142,300 at 6%; with 100% employer match about $160,088 at 4% or $106,725 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Creative Financial Planning Inc. Retirement Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $32,376 | $29,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| Creative Financial Planning Inc. Retirement Plan | - | 2 | $32,376 | $29,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |