Creative Financial Strategies LLC
Plan context: Creative Financial Strategies LLC Retirement Plan
EIN 45-4987152 • Albuquerque, NM • 7 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$471,975
2022 Contributions
$42,457
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $42,457 | - |
| Creative Financial Strategies LLC Retirement Plan | - | 0 | $0 | $42,457 | - |
| 2021 | 1 | 4 | $471,975 | $213,810 | $53,453iApproximate average salary by contribution assumption: employee only about $1,336,313 at 4% or $890,875 at 6%; with 50% employer match about $890,875 at 4% or $593,917 at 6%; with 100% employer match about $668,156 at 4% or $445,438 at 6%. |
| Creative Financial Strategies LLC Retirement Plan | - | 4 | $471,975 | $213,810 | $53,453iApproximate average salary by contribution assumption: employee only about $1,336,313 at 4% or $890,875 at 6%; with 50% employer match about $890,875 at 4% or $593,917 at 6%; with 100% employer match about $668,156 at 4% or $445,438 at 6%. |
| 2020 | 1 | 3 | $1,097,694 | $69,816 | $23,272iApproximate average salary by contribution assumption: employee only about $581,800 at 4% or $387,867 at 6%; with 50% employer match about $387,867 at 4% or $258,578 at 6%; with 100% employer match about $290,900 at 4% or $193,933 at 6%. |
| Creative Financial Strategies LLC Retirement Plan | - | 3 | $1,097,694 | $69,816 | $23,272iApproximate average salary by contribution assumption: employee only about $581,800 at 4% or $387,867 at 6%; with 50% employer match about $387,867 at 4% or $258,578 at 6%; with 100% employer match about $290,900 at 4% or $193,933 at 6%. |
| 2019 | 1 | 3 | $284,528 | $23,890 | $7,963iApproximate average salary by contribution assumption: employee only about $199,083 at 4% or $132,722 at 6%; with 50% employer match about $132,722 at 4% or $88,481 at 6%; with 100% employer match about $99,542 at 4% or $66,361 at 6%. |
| Creative Financial Strategies LLC Retirement Plan | - | 3 | $284,528 | $23,890 | $7,963iApproximate average salary by contribution assumption: employee only about $199,083 at 4% or $132,722 at 6%; with 50% employer match about $132,722 at 4% or $88,481 at 6%; with 100% employer match about $99,542 at 4% or $66,361 at 6%. |
| 2018 | 1 | 3 | $186,983 | $48,520 | $16,173iApproximate average salary by contribution assumption: employee only about $404,333 at 4% or $269,556 at 6%; with 50% employer match about $269,556 at 4% or $179,704 at 6%; with 100% employer match about $202,167 at 4% or $134,778 at 6%. |
| Creative Financial Strategies LLC Retirement Plan | - | 3 | $186,983 | $48,520 | $16,173iApproximate average salary by contribution assumption: employee only about $404,333 at 4% or $269,556 at 6%; with 50% employer match about $269,556 at 4% or $179,704 at 6%; with 100% employer match about $202,167 at 4% or $134,778 at 6%. |
| 2017 | 1 | 3 | $94,502 | $23,882 | $7,961iApproximate average salary by contribution assumption: employee only about $199,017 at 4% or $132,678 at 6%; with 50% employer match about $132,678 at 4% or $88,452 at 6%; with 100% employer match about $99,508 at 4% or $66,339 at 6%. |
| Creative Financial Strategies LLC Retirement Plan | - | 3 | $94,502 | $23,882 | $7,961iApproximate average salary by contribution assumption: employee only about $199,017 at 4% or $132,678 at 6%; with 50% employer match about $132,678 at 4% or $88,452 at 6%; with 100% employer match about $99,508 at 4% or $66,339 at 6%. |
| 2016 | 1 | 2 | $47,098 | $44,699 | $22,350iApproximate average salary by contribution assumption: employee only about $558,738 at 4% or $372,492 at 6%; with 50% employer match about $372,492 at 4% or $248,328 at 6%; with 100% employer match about $279,369 at 4% or $186,246 at 6%. |
| Creative Financial Strategies LLC Retirement Plan | - | 2 | $47,098 | $44,699 | $22,350iApproximate average salary by contribution assumption: employee only about $558,738 at 4% or $372,492 at 6%; with 50% employer match about $372,492 at 4% or $248,328 at 6%; with 100% employer match about $279,369 at 4% or $186,246 at 6%. |