401k Plan data: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN plan

CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 401k Plan overview

Plan Name	CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN
Plan identification number	001

CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CREATIVE PLANNING LLC has sponsored the creation of one or more 401k plans.

Company Name: CREATIVE PLANNING LLC

Employer identification number (EIN): 431270780

NAIC Classification: 523900

Additional information about CREATIVE PLANNING LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1981-07-09

Company Identification Number: 600407518

Legal Registered Office Address: 7525 SE 24TH ST STE 350

MERCER ISLAND
United States of America (USA)
980400000

More information about CREATIVE PLANNING LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MEGAN SCHMITZ
001 2017-01-01 MEGAN SCHMITZ
001 2016-01-01 MEGAN SCHMITZ
001 2015-01-01 MEGAN SCHMITZ
001 2014-01-01 PETER MALLOUK
001 2013-01-01 PETER MALLOUK 2014-07-15

Plan Statistics for CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN

401k plan membership statisitcs for CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN

Measure Date Value
2022: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,226
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,412
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 125
Total of all active and inactive participants 2022-01-01 1,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,539
Number of participants with account balances 2022-01-01 1,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 800
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 953
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 99
Total of all active and inactive participants 2021-01-01 1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,056
Number of participants with account balances 2021-01-01 1,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 663
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 714
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 59
Total of all active and inactive participants 2020-01-01 776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 777
Number of participants with account balances 2020-01-01 758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 612
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 596
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 56
Total of all active and inactive participants 2019-01-01 655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 655
Number of participants with account balances 2019-01-01 641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 464
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 555
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 57
Total of all active and inactive participants 2018-01-01 612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 612
Number of participants with account balances 2018-01-01 601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 430
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 464
Number of participants with account balances 2017-01-01 451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 320
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 34
Total of all active and inactive participants 2016-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 354
Number of participants with account balances 2016-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 237
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 266
Number of participants with account balances 2015-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 203
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 17
Total of all active and inactive participants 2014-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 220
Number of participants with account balances 2014-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,226
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,412
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	125
Total of all active and inactive participants	2022-01-01	1,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,539
Number of participants with account balances	2022-01-01	1,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	800
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	953
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	99
Total of all active and inactive participants	2021-01-01	1,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,056
Number of participants with account balances	2021-01-01	1,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	663
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	714
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	59
Total of all active and inactive participants	2020-01-01	776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	777
Number of participants with account balances	2020-01-01	758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	612
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	596
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	56
Total of all active and inactive participants	2019-01-01	655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	655
Number of participants with account balances	2019-01-01	641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	464
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	555
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	57
Total of all active and inactive participants	2018-01-01	612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	612
Number of participants with account balances	2018-01-01	601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	430
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	464
Number of participants with account balances	2017-01-01	451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	320
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	34
Total of all active and inactive participants	2016-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	354
Number of participants with account balances	2016-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	237
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	266
Number of participants with account balances	2015-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	203
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	17
Total of all active and inactive participants	2014-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	220
Number of participants with account balances	2014-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN

Measure	Date	Value
2022 : CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$11,451,787
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$6,126,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,002,829
Value of total corrective distributions	2022-12-31	$4,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$29,770,262
Value of total assets at end of year	2022-12-31	$104,059,055
Value of total assets at beginning of year	2022-12-31	$98,733,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$119,870
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,480,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,480,095
Administrative expenses professional fees incurred	2022-12-31	$28,187
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2022-12-31	$12,263
Contributions received from participants	2022-12-31	$15,457,383
Participant contributions at end of year	2022-12-31	$498,036
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$7,953,547
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$54,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$5,325,079
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$104,059,055
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$98,733,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$102,003,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$97,839,838
Value of interest in common/collective trusts at end of year	2022-12-31	$1,073,234
Value of interest in common/collective trusts at beginning of year	2022-12-31	$674,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-20,813,494
Net investment gain or loss from common/collective trusts	2022-12-31	$14,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$6,359,332
Employer contributions (assets) at end of year	2022-12-31	$484,255
Employer contributions (assets) at beginning of year	2022-12-31	$164,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,002,829
Contract administrator fees	2022-12-31	$91,683
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	UHY LLP
Accountancy firm EIN	2022-12-31	200694403
2021 : CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$32,749,310
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,824,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,730,669
Value of total corrective distributions	2021-12-31	$2,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$20,415,270
Value of total assets at end of year	2021-12-31	$98,733,976
Value of total assets at beginning of year	2021-12-31	$70,809,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$91,282
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,383,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,383,466
Administrative expenses professional fees incurred	2021-12-31	$24,460
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2021-12-31	$40,756
Contributions received from participants	2021-12-31	$9,530,350
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,953,330
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$54,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$13,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$27,924,967
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$98,733,976
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$70,809,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$97,839,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$70,348,377
Value of interest in common/collective trusts at end of year	2021-12-31	$674,870
Value of interest in common/collective trusts at beginning of year	2021-12-31	$382,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$9,929,757
Net investment gain or loss from common/collective trusts	2021-12-31	$7,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,931,590
Employer contributions (assets) at end of year	2021-12-31	$164,879
Employer contributions (assets) at beginning of year	2021-12-31	$78,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,730,669
Contract administrator fees	2021-12-31	$66,822
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	UHY LLP
Accountancy firm EIN	2021-12-31	200694403
2020 : CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$25,295,392
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,761,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,671,368
Value of total corrective distributions	2020-12-31	$7,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$16,135,434
Value of total assets at end of year	2020-12-31	$70,809,009
Value of total assets at beginning of year	2020-12-31	$47,275,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$82,647
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,222,894
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,222,894
Administrative expenses professional fees incurred	2020-12-31	$18,221
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$7,082,130
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$6,076,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$23,533,982
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$70,809,009
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$47,275,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$13,633
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$70,348,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$46,943,893
Value of interest in common/collective trusts at end of year	2020-12-31	$382,457
Value of interest in common/collective trusts at beginning of year	2020-12-31	$269,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,928,959
Net investment gain or loss from common/collective trusts	2020-12-31	$8,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,976,894
Employer contributions (assets) at end of year	2020-12-31	$78,175
Employer contributions (assets) at beginning of year	2020-12-31	$61,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,671,368
Contract administrator fees	2020-12-31	$50,793
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOUSE PARK DOBRATZ & WIEBLER PC
Accountancy firm EIN	2020-12-31	431562209
2019 : CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$19,959,278
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,621,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,542,998
Value of total corrective distributions	2019-12-31	$6,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,241,264
Value of total assets at end of year	2019-12-31	$47,275,027
Value of total assets at beginning of year	2019-12-31	$28,937,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$71,714
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,096,619
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,096,619
Administrative expenses professional fees incurred	2019-12-31	$26,282
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,727,379
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,976,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$18,337,829
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$47,275,027
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,937,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$46,943,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$28,802,071
Value of interest in common/collective trusts at end of year	2019-12-31	$269,162
Value of interest in common/collective trusts at beginning of year	2019-12-31	$83,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,617,645
Net investment gain or loss from common/collective trusts	2019-12-31	$3,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,537,817
Employer contributions (assets) at end of year	2019-12-31	$61,972
Employer contributions (assets) at beginning of year	2019-12-31	$51,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,542,998
Contract administrator fees	2019-12-31	$45,432
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOUSE PARK DOBRATZ & WIEBLER PC
Accountancy firm EIN	2019-12-31	431562209
2018 : CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$6,240,375
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,009,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$936,062
Value of total corrective distributions	2018-12-31	$17,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,399,631
Value of total assets at end of year	2018-12-31	$28,937,198
Value of total assets at beginning of year	2018-12-31	$23,705,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$55,987
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$869,679
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$869,679
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,662,352
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$6,856
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,607,776
Other income not declared elsewhere	2018-12-31	$19
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$39,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$5,231,271
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$28,937,198
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,705,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$28,802,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$23,472,194
Value of interest in common/collective trusts at end of year	2018-12-31	$83,837
Value of interest in common/collective trusts at beginning of year	2018-12-31	$136,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,030,528
Net investment gain or loss from common/collective trusts	2018-12-31	$1,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,129,503
Employer contributions (assets) at end of year	2018-12-31	$51,290
Employer contributions (assets) at beginning of year	2018-12-31	$51,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$936,062
Contract administrator fees	2018-12-31	$55,987
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOUSE PARK DOBRATZ & WIEBLER PC
Accountancy firm EIN	2018-12-31	431562209
2017 : CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$9,229,661
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,467,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,423,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,774,657
Value of total assets at end of year	2017-12-31	$23,705,927
Value of total assets at beginning of year	2017-12-31	$15,943,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$44,241
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$614,682
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$614,682
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,363,967
Participant contributions at end of year	2017-12-31	$6,856
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$835,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$39,159
Total non interest bearing cash at beginning of year	2017-12-31	$13,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$7,762,217
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,705,927
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,943,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$23,472,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$15,871,422
Value of interest in common/collective trusts at end of year	2017-12-31	$136,371
Value of interest in common/collective trusts at beginning of year	2017-12-31	$24,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,838,963
Net investment gain or loss from common/collective trusts	2017-12-31	$1,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,574,851
Employer contributions (assets) at end of year	2017-12-31	$51,347
Employer contributions (assets) at beginning of year	2017-12-31	$33,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,423,203
Contract administrator fees	2017-12-31	$44,241
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOUSE PARK DOBRATZ & WIEBLER PC
Accountancy firm EIN	2017-12-31	431562209
2016 : CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,401,351
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$666,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$633,744
Value of total corrective distributions	2016-12-31	$1,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,009,829
Value of total assets at end of year	2016-12-31	$15,943,710
Value of total assets at beginning of year	2016-12-31	$11,208,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$31,257
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$406,307
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$406,307
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,483,353
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$379,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$13,954
Total non interest bearing cash at beginning of year	2016-12-31	$5,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,735,293
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,943,710
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,208,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$15,871,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,156,067
Value of interest in common/collective trusts at end of year	2016-12-31	$24,341
Value of interest in common/collective trusts at beginning of year	2016-12-31	$22,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$984,837
Net investment gain or loss from common/collective trusts	2016-12-31	$378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,146,645
Employer contributions (assets) at end of year	2016-12-31	$33,993
Employer contributions (assets) at beginning of year	2016-12-31	$24,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$633,744
Contract administrator fees	2016-12-31	$31,257
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HOUSE PARK DOBRATZ & WIEBLER PC
Accountancy firm EIN	2016-12-31	431562209
2015 : CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$708,941
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$62,400
Total income from all sources (including contributions)	2015-12-31	$3,027,074
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$143,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$110,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,340,200
Value of total assets at end of year	2015-12-31	$11,208,417
Value of total assets at beginning of year	2015-12-31	$9,095,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$32,843
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$312,352
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$312,352
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,918,742
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$528,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$62,400
Total non interest bearing cash at end of year	2015-12-31	$5,888
Total non interest bearing cash at beginning of year	2015-12-31	$290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,884,019
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,208,417
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,033,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,156,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,061,503
Value of interest in common/collective trusts at end of year	2015-12-31	$22,060
Value of interest in common/collective trusts at beginning of year	2015-12-31	$16,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-632,054
Net investment gain or loss from common/collective trusts	2015-12-31	$6,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$893,323
Employer contributions (assets) at end of year	2015-12-31	$24,402
Employer contributions (assets) at beginning of year	2015-12-31	$17,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$110,212
Contract administrator fees	2015-12-31	$32,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOUSE PARK DOBRATZ & WIEBLER PC
Accountancy firm EIN	2015-12-31	431562209
2014 : CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$62,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,942,585
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$543,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$522,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,560,677
Value of total assets at end of year	2014-12-31	$9,095,739
Value of total assets at beginning of year	2014-12-31	$6,634,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,093
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$253,643
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$253,643
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,492,290
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$305,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$62,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$290
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,398,735
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,033,339
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,634,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,061,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,634,604
Value of interest in common/collective trusts at end of year	2014-12-31	$16,649
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$127,758
Net investment gain or loss from common/collective trusts	2014-12-31	$507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$762,983
Employer contributions (assets) at end of year	2014-12-31	$17,297
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$522,757
Contract administrator fees	2014-12-31	$21,093
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOUSE PARK DOBRATZ & WIEBLER PC
Accountancy firm EIN	2014-12-31	461562209

Form 5500 Responses for CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN

2022: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CREATIVE PLANNING LLC
Employer identification number (EIN):	431270780
NAIC Classification:	523900

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1981-07-09
Company Identification Number:	600407518
Legal Registered Office Address:	7525 SE 24TH ST STE 350 MERCER ISLAND United States of America (USA) 980400000