Plan5500

Creative Planning LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Creative Planning LLC (EIN 43-1270780) is a plan sponsor located in Overland Park, KS with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
43-1270780
Location
Overland Park, KS
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Creative Planning LLC

  • 6 loaded plans hold $199.3M in reported assets.
  • The largest, Creative Planning Companies Employer Retirement Contribution Plan, holds 100% of this company's reported plan assets.
  • Plans cover 6,542 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$199.3MSummed across loaded plans$199,299,706
Total reported assets$199.3M$199,299,706
Total reported participants6.5K6,542
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$199.3M total assets
Net assets$199.3MLiabilities$0
Contributions & income
Employer contributions$8.7M
Participant contributions$21.5M
Total income / additions$102.9M
Expenses & distributions
Benefits paid / distributions$7.5M
Total expenses$7.6M
Net increase / (decrease)$95.2M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Creative Planning Companies Employer Retirement Contribution Plan
Participants per plan1,090Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Creative Planning Companies Employer Retirement Contribution Plan$199.3M
    Plan #001 · 1,531 participants · 2023
  2. 2
    Creative Planning Group Life & Ad&D Plansnot reported in the loaded dataset
    Plan #502 · 1,450 participants · 2023
  3. 3
    Creative Planning Group Health Plannot reported in the loaded dataset
    Plan #503 · 1,247 participants · 2023
  4. 4
    Creative Planning Group Dental Plannot reported in the loaded dataset
    Plan #504 · 1,247 participants · 2023
  5. 5
    Creative Planning Group Vision Plannot reported in the loaded dataset
    Plan #505 · 967 participants · 2023
  6. 6
    Creative Planning Group Flexible Spending Account Plannot reported in the loaded dataset
    Plan #506 · 100 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Creative Planning LLC. Open one for its full reported snapshot.

  1. 2023
    Creative Planning Companies Employer Retirement Contribution Plan1,531 participants · 2Sch HSch C
    View filing →
  2. 2023
    Creative Planning Group Life & Ad&D Plans1,450 participants · 2No schedules
    View filing →
  3. 2023
    Creative Planning Group Health Plan1,247 participants · 2No schedules
    View filing →
  4. 2023
    Creative Planning Group Dental Plan1,247 participants · 2No schedules
    View filing →
  5. 2023
    Creative Planning Group Vision Plan967 participants · 2No schedules
    View filing →
  6. 2023
    Creative Planning Group Flexible Spending Account Plan100 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Creative Planning LLC report on Form 5500?
Creative Planning LLC (EIN 43-1270780) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Creative Planning LLC?
The Employer Identification Number (EIN) reported for Creative Planning LLC is 43-1270780.
What is the latest Form 5500 filing year for Creative Planning LLC?
The latest loaded Form 5500 filing year for Creative Planning LLC is 2023.

Related Form 5500 pages