OpenERISA

Creative Planning, LLC

Overland Park, KS, 66211

EIN 43-1270780
Plans
8
Total participants
27,902
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in KansasFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Creative Planning Companies Employer Retirement Contribution Plan2,243
2024Form 5500501Creative Planning, LLC Health And Welfare Plan2,279
2023Form 5500001Creative Planning Companies Employer Retirement Contribution Plan2,100
2023Form 5500502Creative Planning Group Life & Ad&D Plans0
2023Form 5500503Creative Planning Group Health Plan0
2023Form 5500504Creative Planning Group Dental Plan0
2023Form 5500505Creative Planning Group Vision Plan0
2023Form 5500506Creative Planning Group Flexible Spending Account Plan0
2022Form 5500001Creative Planning Companies Employer Retirement Contribution Plan1,412
2022Form 5500502Creative Planning Group Life & Ad&D Plans169
2022Form 5500502Creative Planning Group Life & Ad&D Plans203
2022Form 5500502Creative Planning Group Life & Ad&D Plans273
2022Form 5500502Creative Planning Group Life & Ad&D Plans405
2022Form 5500502Creative Planning Group Life & Ad&D Plans541
2022Form 5500502Creative Planning Group Life & Ad&D Plans587
2022Form 5500502Creative Planning Group Life & Ad&D Plans1,450
2022Form 5500503Creative Planning Group Health Plan167
2022Form 5500503Creative Planning Group Health Plan181
2022Form 5500503Creative Planning Group Health Plan246
2022Form 5500503Creative Planning Group Health Plan360
2022Form 5500503Creative Planning Group Health Plan497
2022Form 5500503Creative Planning Group Health Plan540
2022Form 5500503Creative Planning Group Health Plan1,247
2022Form 5500504Creative Planning Group Dental Plan145
2022Form 5500504Creative Planning Group Dental Plan181
2022Form 5500504Creative Planning Group Dental Plan247
2022Form 5500504Creative Planning Group Dental Plan360
2022Form 5500504Creative Planning Group Dental Plan490
2022Form 5500504Creative Planning Group Dental Plan537
2022Form 5500504Creative Planning Group Dental Plan1,247
2022Form 5500505Creative Planning Group Vision Plan153
2022Form 5500505Creative Planning Group Vision Plan228
2022Form 5500505Creative Planning Group Vision Plan319
2022Form 5500505Creative Planning Group Vision Plan366
2022Form 5500505Creative Planning Group Vision Plan967
2022Form 5500506Creative Planning Group Flexible Spending Account Plan100
2022Form 5500506Creative Planning Group Flexible Spending Account Plan100
2022Form 5500506Creative Planning Group Flexible Spending Account Plan100
2022Form 5500507Creative Planning Group Long Term Disability Plan192
2022Form 5500507Creative Planning Group Long Term Disability Plan0
2021Form 5500001Creative Planning Companies Employer Retirement Contribution Plan953
2021Form 5500502Creative Planning Group Life & Ad&D Plans983
2021Form 5500503Creative Planning Group Health Plan794
2021Form 5500504Creative Planning Group Dental Plan791
2021Form 5500505Creative Planning Group Vision Plan592
2021Form 5500506Creative Planning Group Flexible Spending Account Plan100
2020Form 5500001Creative Planning Companies Employer Retirement Contribution Plan714
2020Form 5500502Creative Planning Group Life & Ad&D Plans681
2020Form 5500503Creative Planning Group Health Plan598
2020Form 5500504Creative Planning Group Dental Plan607
2020Form 5500505Creative Planning Group Vision Plan457

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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