Civic Intelligence

CREATIVE PLANNING, LLC

Plan context: Creative Planning Inc. 401K Profit Sharing Plan & Trust

EIN 43-1270780 • Leawood, KS • 46 filings • 13 plans

3400 College Boulevard, Suite 100Leawood, KS 66211
Current Snapshot

Latest Year

2025

2025 Participants

2,667

2025 Assets

$371,197,413

2025 Contributions

$61,069,060

Historical Graphs

Total Assets Over Time

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

$371,197,413$185,598,707$0199920152025YearValue
$371,197,413Latest year 2025

Participants Over Time

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

2,6671,3340199920152025YearValue
2,667Latest year 2025

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
202512,667$371,197,413$61,069,060$22,898iApproximate average salary by contribution assumption: employee only about $572,451 at 4% or $381,634 at 6%; with 50% employer match about $381,634 at 4% or $254,423 at 6%; with 100% employer match about $286,225 at 4% or $190,817 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-2,667$371,197,413$61,069,060$22,898iApproximate average salary by contribution assumption: employee only about $572,451 at 4% or $381,634 at 6%; with 50% employer match about $381,634 at 4% or $254,423 at 6%; with 100% employer match about $286,225 at 4% or $190,817 at 6%.
202422,279$269,600,301$51,596,063$22,640iApproximate average salary by contribution assumption: employee only about $565,995 at 4% or $377,330 at 6%; with 50% employer match about $377,330 at 4% or $251,553 at 6%; with 100% employer match about $282,997 at 4% or $188,665 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-2,243$269,600,301$51,596,063$23,003iApproximate average salary by contribution assumption: employee only about $575,079 at 4% or $383,386 at 6%; with 50% employer match about $383,386 at 4% or $255,591 at 6%; with 100% employer match about $287,539 at 4% or $191,693 at 6%.
Creative Planning LLC Health and Welfare Plan-2,279---
202362,100$199,299,706$78,862,882$37,554iApproximate average salary by contribution assumption: employee only about $938,844 at 4% or $625,896 at 6%; with 50% employer match about $625,896 at 4% or $417,264 at 6%; with 100% employer match about $469,422 at 4% or $312,948 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-2,100$199,299,706$78,862,882$37,554iApproximate average salary by contribution assumption: employee only about $938,844 at 4% or $625,896 at 6%; with 50% employer match about $625,896 at 4% or $417,264 at 6%; with 100% employer match about $469,422 at 4% or $312,948 at 6%.
CREATIVE PLANNING GROUP LIFE & AD&D PLANS-0---
CREATIVE PLANNING GROUP HEALTH PLAN-0---
CREATIVE PLANNING GROUP DENTAL PLAN-0---
CREATIVE PLANNING GROUP VISION PLAN-0---
CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN-0---
202271,450$104,059,055$29,770,262$20,531iApproximate average salary by contribution assumption: employee only about $513,280 at 4% or $342,187 at 6%; with 50% employer match about $342,187 at 4% or $228,125 at 6%; with 100% employer match about $256,640 at 4% or $171,093 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-1,412$104,059,055$29,770,262$21,084iApproximate average salary by contribution assumption: employee only about $527,094 at 4% or $351,396 at 6%; with 50% employer match about $351,396 at 4% or $234,264 at 6%; with 100% employer match about $263,547 at 4% or $175,698 at 6%.
CREATIVE PLANNING GROUP LONG TERM DISABILITY PLAN-0---
CREATIVE PLANNING GROUP LIFE & AD&D PLANS-1,450---
CREATIVE PLANNING GROUP HEALTH PLAN-1,247---
CREATIVE PLANNING GROUP DENTAL PLAN-1,247---
CREATIVE PLANNING GROUP VISION PLAN-967---
CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN-100---
20216983$98,733,976$20,415,270$20,768iApproximate average salary by contribution assumption: employee only about $519,208 at 4% or $346,139 at 6%; with 50% employer match about $346,139 at 4% or $230,759 at 6%; with 100% employer match about $259,604 at 4% or $173,069 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-953$98,733,976$20,415,270$21,422iApproximate average salary by contribution assumption: employee only about $535,553 at 4% or $357,035 at 6%; with 50% employer match about $357,035 at 4% or $238,023 at 6%; with 100% employer match about $267,776 at 4% or $178,518 at 6%.
CREATIVE PLANNING GROUP LIFE & AD&D PLANS-983---
CREATIVE PLANNING GROUP HEALTH PLAN-794---
CREATIVE PLANNING GROUP DENTAL PLAN-791---
CREATIVE PLANNING GROUP VISION PLAN-592---
CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN-100---
20205714$70,809,009$16,135,434$22,599iApproximate average salary by contribution assumption: employee only about $564,966 at 4% or $376,644 at 6%; with 50% employer match about $376,644 at 4% or $251,096 at 6%; with 100% employer match about $282,483 at 4% or $188,322 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-714$70,809,009$16,135,434$22,599iApproximate average salary by contribution assumption: employee only about $564,966 at 4% or $376,644 at 6%; with 50% employer match about $376,644 at 4% or $251,096 at 6%; with 100% employer match about $282,483 at 4% or $188,322 at 6%.
CREATIVE PLANNING GROUP LIFE & AD&D PLANS-681---
CREATIVE PLANNING GROUP HEALTH PLAN-598---
CREATIVE PLANNING GROUP DENTAL PLAN-607---
CREATIVE PLANNING GROUP VISION PLAN-457---
20191596$47,275,027$12,241,264$20,539iApproximate average salary by contribution assumption: employee only about $513,476 at 4% or $342,317 at 6%; with 50% employer match about $342,317 at 4% or $228,211 at 6%; with 100% employer match about $256,738 at 4% or $171,159 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-596$47,275,027$12,241,264$20,539iApproximate average salary by contribution assumption: employee only about $513,476 at 4% or $342,317 at 6%; with 50% employer match about $342,317 at 4% or $228,211 at 6%; with 100% employer match about $256,738 at 4% or $171,159 at 6%.
20181555$28,937,198$9,399,631$16,936iApproximate average salary by contribution assumption: employee only about $423,407 at 4% or $282,271 at 6%; with 50% employer match about $282,271 at 4% or $188,181 at 6%; with 100% employer match about $211,703 at 4% or $141,136 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-555$28,937,198$9,399,631$16,936iApproximate average salary by contribution assumption: employee only about $423,407 at 4% or $282,271 at 6%; with 50% employer match about $282,271 at 4% or $188,181 at 6%; with 100% employer match about $211,703 at 4% or $141,136 at 6%.
20171430$23,705,927$5,774,657$13,429iApproximate average salary by contribution assumption: employee only about $335,736 at 4% or $223,824 at 6%; with 50% employer match about $223,824 at 4% or $149,216 at 6%; with 100% employer match about $167,868 at 4% or $111,912 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-430$23,705,927$5,774,657$13,429iApproximate average salary by contribution assumption: employee only about $335,736 at 4% or $223,824 at 6%; with 50% employer match about $223,824 at 4% or $149,216 at 6%; with 100% employer match about $167,868 at 4% or $111,912 at 6%.
20161320$15,943,710$4,009,829$12,531iApproximate average salary by contribution assumption: employee only about $313,268 at 4% or $208,845 at 6%; with 50% employer match about $208,845 at 4% or $139,230 at 6%; with 100% employer match about $156,634 at 4% or $104,423 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-320$15,943,710$4,009,829$12,531iApproximate average salary by contribution assumption: employee only about $313,268 at 4% or $208,845 at 6%; with 50% employer match about $208,845 at 4% or $139,230 at 6%; with 100% employer match about $156,634 at 4% or $104,423 at 6%.
20151237$11,208,417$3,340,200$14,094iApproximate average salary by contribution assumption: employee only about $352,342 at 4% or $234,895 at 6%; with 50% employer match about $234,895 at 4% or $156,596 at 6%; with 100% employer match about $176,171 at 4% or $117,447 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-237$11,208,417$3,340,200$14,094iApproximate average salary by contribution assumption: employee only about $352,342 at 4% or $234,895 at 6%; with 50% employer match about $234,895 at 4% or $156,596 at 6%; with 100% employer match about $176,171 at 4% or $117,447 at 6%.
20141203$9,095,739$2,560,677$12,614iApproximate average salary by contribution assumption: employee only about $315,354 at 4% or $210,236 at 6%; with 50% employer match about $210,236 at 4% or $140,157 at 6%; with 100% employer match about $157,677 at 4% or $105,118 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-203$9,095,739$2,560,677$12,614iApproximate average salary by contribution assumption: employee only about $315,354 at 4% or $210,236 at 6%; with 50% employer match about $210,236 at 4% or $140,157 at 6%; with 100% employer match about $157,677 at 4% or $105,118 at 6%.
20132138$6,634,604$1,971,825$14,289iApproximate average salary by contribution assumption: employee only about $357,215 at 4% or $238,143 at 6%; with 50% employer match about $238,143 at 4% or $158,762 at 6%; with 100% employer match about $178,607 at 4% or $119,072 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-138$6,634,604$1,971,825$14,289iApproximate average salary by contribution assumption: employee only about $357,215 at 4% or $238,143 at 6%; with 50% employer match about $238,143 at 4% or $158,762 at 6%; with 100% employer match about $178,607 at 4% or $119,072 at 6%.
GROUP INSURANCE PLAN-107---
2007116$410,350$116,502$7,281iApproximate average salary by contribution assumption: employee only about $182,034 at 4% or $121,356 at 6%; with 50% employer match about $121,356 at 4% or $80,904 at 6%; with 100% employer match about $91,017 at 4% or $60,678 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-16$410,350$116,502$7,281iApproximate average salary by contribution assumption: employee only about $182,034 at 4% or $121,356 at 6%; with 50% employer match about $121,356 at 4% or $80,904 at 6%; with 100% employer match about $91,017 at 4% or $60,678 at 6%.
2006111$407,072$104,646$9,513iApproximate average salary by contribution assumption: employee only about $237,832 at 4% or $158,555 at 6%; with 50% employer match about $158,555 at 4% or $105,703 at 6%; with 100% employer match about $118,916 at 4% or $79,277 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-11$407,072$104,646$9,513iApproximate average salary by contribution assumption: employee only about $237,832 at 4% or $158,555 at 6%; with 50% employer match about $158,555 at 4% or $105,703 at 6%; with 100% employer match about $118,916 at 4% or $79,277 at 6%.
200518$612,061$95,259$11,907iApproximate average salary by contribution assumption: employee only about $297,684 at 4% or $198,456 at 6%; with 50% employer match about $198,456 at 4% or $132,304 at 6%; with 100% employer match about $148,842 at 4% or $99,228 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-8$612,061$95,259$11,907iApproximate average salary by contribution assumption: employee only about $297,684 at 4% or $198,456 at 6%; with 50% employer match about $198,456 at 4% or $132,304 at 6%; with 100% employer match about $148,842 at 4% or $99,228 at 6%.
200417$489,800$93,654$13,379iApproximate average salary by contribution assumption: employee only about $334,479 at 4% or $222,986 at 6%; with 50% employer match about $222,986 at 4% or $148,657 at 6%; with 100% employer match about $167,239 at 4% or $111,493 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-7$489,800$93,654$13,379iApproximate average salary by contribution assumption: employee only about $334,479 at 4% or $222,986 at 6%; with 50% employer match about $222,986 at 4% or $148,657 at 6%; with 100% employer match about $167,239 at 4% or $111,493 at 6%.
200318$766,924$36,549$4,569iApproximate average salary by contribution assumption: employee only about $114,216 at 4% or $76,144 at 6%; with 50% employer match about $76,144 at 4% or $50,763 at 6%; with 100% employer match about $57,108 at 4% or $38,072 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-8$766,924$36,549$4,569iApproximate average salary by contribution assumption: employee only about $114,216 at 4% or $76,144 at 6%; with 50% employer match about $76,144 at 4% or $50,763 at 6%; with 100% employer match about $57,108 at 4% or $38,072 at 6%.
2002112$622,764$40,562$3,380iApproximate average salary by contribution assumption: employee only about $84,504 at 4% or $56,336 at 6%; with 50% employer match about $56,336 at 4% or $37,557 at 6%; with 100% employer match about $42,252 at 4% or $28,168 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-12$622,764$40,562$3,380iApproximate average salary by contribution assumption: employee only about $84,504 at 4% or $56,336 at 6%; with 50% employer match about $56,336 at 4% or $37,557 at 6%; with 100% employer match about $42,252 at 4% or $28,168 at 6%.
2001112$701,040$35,297$2,941iApproximate average salary by contribution assumption: employee only about $73,535 at 4% or $49,024 at 6%; with 50% employer match about $49,024 at 4% or $32,682 at 6%; with 100% employer match about $36,768 at 4% or $24,512 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-12$701,040$35,297$2,941iApproximate average salary by contribution assumption: employee only about $73,535 at 4% or $49,024 at 6%; with 50% employer match about $49,024 at 4% or $32,682 at 6%; with 100% employer match about $36,768 at 4% or $24,512 at 6%.
2000212$748,373$630,533$52,544iApproximate average salary by contribution assumption: employee only about $1,313,610 at 4% or $875,740 at 6%; with 50% employer match about $875,740 at 4% or $583,827 at 6%; with 100% employer match about $656,805 at 4% or $437,870 at 6%.
Creative Planning Inc. Employer Retirement Contribution Plan-12$748,373$630,533$52,544iApproximate average salary by contribution assumption: employee only about $1,313,610 at 4% or $875,740 at 6%; with 50% employer match about $875,740 at 4% or $583,827 at 6%; with 100% employer match about $656,805 at 4% or $437,870 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-0---
1999214$1,191,021$34,903$2,493iApproximate average salary by contribution assumption: employee only about $62,327 at 4% or $41,551 at 6%; with 50% employer match about $41,551 at 4% or $27,701 at 6%; with 100% employer match about $31,163 at 4% or $20,776 at 6%.
Creative Planning Inc. 401K Profit Sharing Plan & Trust-13$1,066,773--
Creative Planning Inc. Employer Retirement Contribution Plan-14$124,248$34,903$2,493iApproximate average salary by contribution assumption: employee only about $62,327 at 4% or $41,551 at 6%; with 50% employer match about $41,551 at 4% or $27,701 at 6%; with 100% employer match about $31,163 at 4% or $20,776 at 6%.