Plan Name | CREATIVE PLANNING GROUP LONG TERM DISABILITY PLAN |
Plan identification number | 507 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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507 | 2014-12-01 | MEGAN SCHMITZ | 2023-07-28 | ||
507 | 2013-12-01 | MEGAN SCHMITZ | 2023-07-28 |
Measure | Date | Value |
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2014: CREATIVE PLANNING GROUP LONG TERM DISABILITY PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-12-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 0 |
Total of all active and inactive participants | 2014-12-01 | 0 |
Number of employers contributing to the scheme | 2014-12-01 | 0 |
2013: CREATIVE PLANNING GROUP LONG TERM DISABILITY PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-12-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 192 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 0 |
Total of all active and inactive participants | 2013-12-01 | 192 |
Number of employers contributing to the scheme | 2013-12-01 | 0 |
2014: CREATIVE PLANNING GROUP LONG TERM DISABILITY PLAN 2014 form 5500 responses | ||
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2014-12-01 | Type of plan entity | Single employer plan |
2014-12-01 | This submission is the final filing | Yes |
2014-12-01 | Plan funding arrangement – Insurance | Yes |
2014-12-01 | Plan benefit arrangement – Insurance | Yes |
2013: CREATIVE PLANNING GROUP LONG TERM DISABILITY PLAN 2013 form 5500 responses | ||
2013-12-01 | Type of plan entity | Single employer plan |
2013-12-01 | First time form 5500 has been submitted | Yes |
2013-12-01 | Plan funding arrangement – Insurance | Yes |
2013-12-01 | Plan benefit arrangement – Insurance | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||||
Policy contract number | 10136296 | ||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||||
Policy contract number | 10136297 | ||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||
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