Creative Wealth Management
Plan context: Creative Wealth Management 401(K) Plan
EIN 27-4686465 • Ocean Pines, MD • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$163,577
2025 Contributions
$44,358
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $163,577 | $44,358 | $7,393iApproximate average salary by contribution assumption: employee only about $184,825 at 4% or $123,217 at 6%; with 50% employer match about $123,217 at 4% or $82,144 at 6%; with 100% employer match about $92,413 at 4% or $61,608 at 6%. |
| Creative Wealth Management 401(K) Plan | - | 6 | $163,577 | $44,358 | $7,393iApproximate average salary by contribution assumption: employee only about $184,825 at 4% or $123,217 at 6%; with 50% employer match about $123,217 at 4% or $82,144 at 6%; with 100% employer match about $92,413 at 4% or $61,608 at 6%. |
| 2024 | 1 | 4 | $111,957 | $31,251 | $7,813iApproximate average salary by contribution assumption: employee only about $195,319 at 4% or $130,213 at 6%; with 50% employer match about $130,213 at 4% or $86,808 at 6%; with 100% employer match about $97,659 at 4% or $65,106 at 6%. |
| Creative Wealth Management 401(K) Plan | - | 4 | $111,957 | $31,251 | $7,813iApproximate average salary by contribution assumption: employee only about $195,319 at 4% or $130,213 at 6%; with 50% employer match about $130,213 at 4% or $86,808 at 6%; with 100% employer match about $97,659 at 4% or $65,106 at 6%. |
| 2023 | 1 | 4 | $85,451 | $40,284 | $10,071iApproximate average salary by contribution assumption: employee only about $251,775 at 4% or $167,850 at 6%; with 50% employer match about $167,850 at 4% or $111,900 at 6%; with 100% employer match about $125,888 at 4% or $83,925 at 6%. |
| Creative Wealth Management 401(K) Plan | - | 4 | $85,451 | $40,284 | $10,071iApproximate average salary by contribution assumption: employee only about $251,775 at 4% or $167,850 at 6%; with 50% employer match about $167,850 at 4% or $111,900 at 6%; with 100% employer match about $125,888 at 4% or $83,925 at 6%. |
| 2022 | 1 | 4 | $38,325 | $39,864 | $9,966iApproximate average salary by contribution assumption: employee only about $249,150 at 4% or $166,100 at 6%; with 50% employer match about $166,100 at 4% or $110,733 at 6%; with 100% employer match about $124,575 at 4% or $83,050 at 6%. |
| Creative Wealth Management 401(K) Plan | - | 4 | $38,325 | $39,864 | $9,966iApproximate average salary by contribution assumption: employee only about $249,150 at 4% or $166,100 at 6%; with 50% employer match about $166,100 at 4% or $110,733 at 6%; with 100% employer match about $124,575 at 4% or $83,050 at 6%. |