Civic Intelligence

Creative Capital Management Inc.

Plan context: Creative Capital Management Inc. Retirement Trust

EIN 95-3480318 • San Diego, CA • 22 filings • 2 plans

8880 Rio San Diego Ave, Ste 1150San Diego, CA 92108
Current Snapshot

Latest Year

2017

2017 Participants

8

2017 Assets

$1,134,535

2017 Contributions

$88,694

Historical Graphs

Total Assets Over Time

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

$3,403,587$1,701,794$0200520112016YearValue
$1,134,535Latest year 2016

Participants Over Time

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

840200520112016YearValue
8Latest year 2016

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
201710$0$88,694-
Creative Capital Management Inc. Retirement Trust-0$0$88,694-
201628$1,134,535$152,359$19,045iApproximate average salary by contribution assumption: employee only about $476,122 at 4% or $317,415 at 6%; with 50% employer match about $317,415 at 4% or $211,610 at 6%; with 100% employer match about $238,061 at 4% or $158,707 at 6%.
Creative Capital Management Inc. Retirement Trust-8$1,134,535$152,359$19,045iApproximate average salary by contribution assumption: employee only about $476,122 at 4% or $317,415 at 6%; with 50% employer match about $317,415 at 4% or $211,610 at 6%; with 100% employer match about $238,061 at 4% or $158,707 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-0$0$0-
201527$3,403,587$542,197$77,457iApproximate average salary by contribution assumption: employee only about $1,936,418 at 4% or $1,290,945 at 6%; with 50% employer match about $1,290,945 at 4% or $860,630 at 6%; with 100% employer match about $968,209 at 4% or $645,473 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-7$2,409,231$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
Creative Capital Management Inc. Retirement Trust-7$994,356$142,197$20,314iApproximate average salary by contribution assumption: employee only about $507,846 at 4% or $338,564 at 6%; with 50% employer match about $338,564 at 4% or $225,710 at 6%; with 100% employer match about $253,923 at 4% or $169,282 at 6%.
201427$2,986,024$540,477$77,211iApproximate average salary by contribution assumption: employee only about $1,930,275 at 4% or $1,286,850 at 6%; with 50% employer match about $1,286,850 at 4% or $857,900 at 6%; with 100% employer match about $965,138 at 4% or $643,425 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-7$2,082,510$400,000$57,143iApproximate average salary by contribution assumption: employee only about $1,428,571 at 4% or $952,381 at 6%; with 50% employer match about $952,381 at 4% or $634,921 at 6%; with 100% employer match about $714,286 at 4% or $476,190 at 6%.
Creative Capital Management Inc. Retirement Trust-7$903,514$140,477$20,068iApproximate average salary by contribution assumption: employee only about $501,704 at 4% or $334,469 at 6%; with 50% employer match about $334,469 at 4% or $222,979 at 6%; with 100% employer match about $250,852 at 4% or $167,235 at 6%.
201327$2,388,706$484,259$69,180iApproximate average salary by contribution assumption: employee only about $1,729,496 at 4% or $1,152,998 at 6%; with 50% employer match about $1,152,998 at 4% or $768,665 at 6%; with 100% employer match about $864,748 at 4% or $576,499 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-7$1,646,669$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
Creative Capital Management Inc. Retirement Trust-7$742,037$184,259$26,323iApproximate average salary by contribution assumption: employee only about $658,068 at 4% or $438,712 at 6%; with 50% employer match about $438,712 at 4% or $292,475 at 6%; with 100% employer match about $329,034 at 4% or $219,356 at 6%.
201227$1,677,109$238,954$34,136iApproximate average salary by contribution assumption: employee only about $853,407 at 4% or $568,938 at 6%; with 50% employer match about $568,938 at 4% or $379,292 at 6%; with 100% employer match about $426,704 at 4% or $284,469 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-7$1,200,569$125,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
Creative Capital Management Inc. Retirement Trust-7$476,540$113,954$16,279iApproximate average salary by contribution assumption: employee only about $406,979 at 4% or $271,319 at 6%; with 50% employer match about $271,319 at 4% or $180,879 at 6%; with 100% employer match about $203,489 at 4% or $135,660 at 6%.
201127$1,253,654$176,391$25,199iApproximate average salary by contribution assumption: employee only about $629,968 at 4% or $419,979 at 6%; with 50% employer match about $419,979 at 4% or $279,986 at 6%; with 100% employer match about $314,984 at 4% or $209,989 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-7$945,743$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Creative Capital Management Inc. Retirement Trust-6$307,911$106,391$17,732iApproximate average salary by contribution assumption: employee only about $443,296 at 4% or $295,531 at 6%; with 50% employer match about $295,531 at 4% or $197,020 at 6%; with 100% employer match about $221,648 at 4% or $147,765 at 6%.
201024$1,140,715$142,910$35,728iApproximate average salary by contribution assumption: employee only about $893,188 at 4% or $595,458 at 6%; with 50% employer match about $595,458 at 4% or $396,972 at 6%; with 100% employer match about $446,594 at 4% or $297,729 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-4$923,437$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Creative Capital Management Inc. Retirement Trust-4$217,278$72,910$18,228iApproximate average salary by contribution assumption: employee only about $455,688 at 4% or $303,792 at 6%; with 50% employer match about $303,792 at 4% or $202,528 at 6%; with 100% employer match about $227,844 at 4% or $151,896 at 6%.
200925$890,661$117,838$23,568iApproximate average salary by contribution assumption: employee only about $589,190 at 4% or $392,793 at 6%; with 50% employer match about $392,793 at 4% or $261,862 at 6%; with 100% employer match about $294,595 at 4% or $196,397 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-5$770,021$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Creative Capital Management Inc. Retirement Trust-4$120,640$47,838$11,960iApproximate average salary by contribution assumption: employee only about $298,988 at 4% or $199,325 at 6%; with 50% employer match about $199,325 at 4% or $132,883 at 6%; with 100% employer match about $149,494 at 4% or $99,663 at 6%.
200826$598,911$234,363$39,061iApproximate average salary by contribution assumption: employee only about $976,513 at 4% or $651,008 at 6%; with 50% employer match about $651,008 at 4% or $434,006 at 6%; with 100% employer match about $488,256 at 4% or $325,504 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-4$548,580$167,790$41,948iApproximate average salary by contribution assumption: employee only about $1,048,688 at 4% or $699,125 at 6%; with 50% employer match about $699,125 at 4% or $466,083 at 6%; with 100% employer match about $524,344 at 4% or $349,563 at 6%.
Creative Capital Management Inc. Retirement Trust-6$50,331$66,573$11,096iApproximate average salary by contribution assumption: employee only about $277,388 at 4% or $184,925 at 6%; with 50% employer match about $184,925 at 4% or $123,283 at 6%; with 100% employer match about $138,694 at 4% or $92,463 at 6%.
200713$0$0-
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-3---
200613$381,230$178,104$59,368iApproximate average salary by contribution assumption: employee only about $1,484,200 at 4% or $989,467 at 6%; with 50% employer match about $989,467 at 4% or $659,644 at 6%; with 100% employer match about $742,100 at 4% or $494,733 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-3$381,230$178,104$59,368iApproximate average salary by contribution assumption: employee only about $1,484,200 at 4% or $989,467 at 6%; with 50% employer match about $989,467 at 4% or $659,644 at 6%; with 100% employer match about $742,100 at 4% or $494,733 at 6%.
200513$174,298$169,360$56,453iApproximate average salary by contribution assumption: employee only about $1,411,333 at 4% or $940,889 at 6%; with 50% employer match about $940,889 at 4% or $627,259 at 6%; with 100% employer match about $705,667 at 4% or $470,444 at 6%.
Creative Capital Management Inc. Defined Benefit Pension Plan and Trust-3$174,298$169,360$56,453iApproximate average salary by contribution assumption: employee only about $1,411,333 at 4% or $940,889 at 6%; with 50% employer match about $940,889 at 4% or $627,259 at 6%; with 100% employer match about $705,667 at 4% or $470,444 at 6%.