Civic Intelligence

Creative Asset Planning Inc

Plan context: Creative Asset Planning Inc 401K Retirement Savings Plan

EIN 25-1726698 • 4 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

15

2003 Assets

$292,518

2003 Contributions

$13,715

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$292,518$146,259$0200020012002YearValue
$292,518Latest year 2002

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1580200020012002YearValue
15Latest year 2002

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200310$0$13,715-
Creative Asset Planning Inc 401K Retirement Savings Plan-0-$13,715-
2002115$292,518$75,819$5,055iApproximate average salary by contribution assumption: employee only about $126,365 at 4% or $84,243 at 6%; with 50% employer match about $84,243 at 4% or $56,162 at 6%; with 100% employer match about $63,183 at 4% or $42,122 at 6%.
Creative Asset Planning Inc 401K Retirement Savings Plan-15$292,518$75,819$5,055iApproximate average salary by contribution assumption: employee only about $126,365 at 4% or $84,243 at 6%; with 50% employer match about $84,243 at 4% or $56,162 at 6%; with 100% employer match about $63,183 at 4% or $42,122 at 6%.
2001112$289,652$63,679$5,307iApproximate average salary by contribution assumption: employee only about $132,665 at 4% or $88,443 at 6%; with 50% employer match about $88,443 at 4% or $58,962 at 6%; with 100% employer match about $66,332 at 4% or $44,222 at 6%.
Creative Asset Planning Inc 401K Retirement Savings Plan-12$289,652$63,679$5,307iApproximate average salary by contribution assumption: employee only about $132,665 at 4% or $88,443 at 6%; with 50% employer match about $88,443 at 4% or $58,962 at 6%; with 100% employer match about $66,332 at 4% or $44,222 at 6%.
200019$244,442$57,053$6,339iApproximate average salary by contribution assumption: employee only about $158,481 at 4% or $105,654 at 6%; with 50% employer match about $105,654 at 4% or $70,436 at 6%; with 100% employer match about $79,240 at 4% or $52,827 at 6%.
Creative Asset Planning Inc 401K Retirement Savings Plan-9$244,442$57,053$6,339iApproximate average salary by contribution assumption: employee only about $158,481 at 4% or $105,654 at 6%; with 50% employer match about $105,654 at 4% or $70,436 at 6%; with 100% employer match about $79,240 at 4% or $52,827 at 6%.