Civic Intelligence

CP BILL PAY, LLC

Plan context: Creative Planning Inc. Employer Retirement Contribution Plan

EIN 26-2789513 • Leawood, KS • 6 filings • 2 plans

3400 College BlvdLeawood, KS 66211-1917
Current Snapshot

Latest Year

2012

2012 Participants

90

2012 Assets

$3,857,814

2012 Contributions

$1,200,805

Historical Graphs

Total Assets Over Time

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

$4,615,860$2,307,930$0200820102012YearValue
$3,857,814Latest year 2012

Participants Over Time

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

90450200820102012YearValue
90Latest year 2012

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
2012190$3,857,814$1,200,805$13,342iApproximate average salary by contribution assumption: employee only about $333,557 at 4% or $222,371 at 6%; with 50% employer match about $222,371 at 4% or $148,248 at 6%; with 100% employer match about $166,778 at 4% or $111,186 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-90$3,857,814$1,200,805$13,342iApproximate average salary by contribution assumption: employee only about $333,557 at 4% or $222,371 at 6%; with 50% employer match about $222,371 at 4% or $148,248 at 6%; with 100% employer match about $166,778 at 4% or $111,186 at 6%.
2011262$4,615,860$1,225,128$19,760iApproximate average salary by contribution assumption: employee only about $494,003 at 4% or $329,335 at 6%; with 50% employer match about $329,335 at 4% or $219,557 at 6%; with 100% employer match about $247,002 at 4% or $164,668 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-62$2,307,930$612,564$9,880iApproximate average salary by contribution assumption: employee only about $247,002 at 4% or $164,668 at 6%; with 50% employer match about $164,668 at 4% or $109,778 at 6%; with 100% employer match about $123,501 at 4% or $82,334 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-62$2,307,930$612,564$9,880iApproximate average salary by contribution assumption: employee only about $247,002 at 4% or $164,668 at 6%; with 50% employer match about $164,668 at 4% or $109,778 at 6%; with 100% employer match about $123,501 at 4% or $82,334 at 6%.
2010151$1,992,333$1,072,584$21,031iApproximate average salary by contribution assumption: employee only about $525,776 at 4% or $350,518 at 6%; with 50% employer match about $350,518 at 4% or $233,678 at 6%; with 100% employer match about $262,888 at 4% or $175,259 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-51$1,992,333$1,072,584$21,031iApproximate average salary by contribution assumption: employee only about $525,776 at 4% or $350,518 at 6%; with 50% employer match about $350,518 at 4% or $233,678 at 6%; with 100% employer match about $262,888 at 4% or $175,259 at 6%.
2009123$720,059$199,248$8,663iApproximate average salary by contribution assumption: employee only about $216,574 at 4% or $144,383 at 6%; with 50% employer match about $144,383 at 4% or $96,255 at 6%; with 100% employer match about $108,287 at 4% or $72,191 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-23$720,059$199,248$8,663iApproximate average salary by contribution assumption: employee only about $216,574 at 4% or $144,383 at 6%; with 50% employer match about $144,383 at 4% or $96,255 at 6%; with 100% employer match about $108,287 at 4% or $72,191 at 6%.
2008121$381,391$176,174$8,389iApproximate average salary by contribution assumption: employee only about $209,731 at 4% or $139,821 at 6%; with 50% employer match about $139,821 at 4% or $93,214 at 6%; with 100% employer match about $104,865 at 4% or $69,910 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-21$381,391$176,174$8,389iApproximate average salary by contribution assumption: employee only about $209,731 at 4% or $139,821 at 6%; with 50% employer match about $139,821 at 4% or $93,214 at 6%; with 100% employer match about $104,865 at 4% or $69,910 at 6%.