2023 Form 5500 filing — Creative Planning Companies Employer Retirement Contribution Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717090639NAL0004160625001) for Creative Planning Companies Employer Retirement Contribution Plan, reported by Creative Planning LLC under EIN 43-1270780 and plan number 001. It reports 1,531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$199.3MReported net assets$199,299,706

Participants1.5K1,531

Provider compensation$126.8K4 Schedule C row(s)$126,850

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240717090639NAL0004160625001
Plan sponsor: Creative Planning LLC
EIN: 43-1270780
Plan number: 001
Location: Overland Park, KS
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$199.3M total assets

Net assets$199.3MLiabilities$0

Money in vs. money out

Total income / additions$102.9M

Total expenses$7.6M

Benefits paid / distributions$7.5M

Contributions

Employer$8.7M

Participant$21.5M

Full reported line items

Total assets (EOY): $199,299,706
Total liabilities (EOY): $0
Net assets (EOY): $199,299,706
Employer contributions: $8,718,517
Participant contributions: $21,456,279
Total income / additions: $102,889,967
Benefits paid: $7,508,677
Administrative expenses: $126,851
Total expenses: $7,649,316
Net increase / (decrease): $95,240,651

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$65.2K
CONTRACT ADMINISTRATOR · Direct $65.2K · Indirect $0
2
Newport Group, Inc$43.4K
CONTRACT ADMIN · Direct $43.4K
3
Newport Trust Company$18.3K
TRUSTEE · Direct $18.3K
4
Creative Planning, LLC$0
INV ADV, PARTICIPANTS · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717090639NAL0004160625001 cover?: It is the 2023 Form 5500 filing for Creative Planning Companies Employer Retirement Contribution Plan, reported by Creative Planning LLC (EIN 43-1270780).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).