How big is Creative Financial Planning, Inc.'s plan?

Creative Financial Planning, Inc.'s plan reported $1.9M in assets and 2 participants for 2024.

Original filing (PDF)20250820135801NAL0005702368001

Creative Financial Planning, Inc.

Name: Creative Financial Planning, Inc. — Creative Financi, Form 5500 (2024)
Creator: Creative Financial Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Creative Financial Planning, Inc. Cash Balance Pension Plan

Defined-benefit pension plan · Creative Financial Planning, Inc.'s Creative Financial Planning, Inc. Cash Balance Pension Plan held $1.9M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

LISA Hayes signed Creative Financial Planning, Inc.'s 2024 Form 5500 as plan administrator.

LISA Hayes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Creative Financial Planning, Inc.'s EIN is 13-3731868.

EIN 13-3731868

Plan number 002

Plan year 2024

ACK ID 20250820135801NAL0005702368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Creative Financial Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Creative Financial Planning, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CREATIVE FINANCIAL PLANNING, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score