Creative Planning Legal, P.A.
California
Registered In
12/07/2022
Incorp. Date
Foreign
Registration Type
Kansas
Foreign Jurisdiction
Company Summary
Creative Planning Legal, P.A. at 34311 Via Lopez, Dana Point, Ca 92624 lists Peter Mallouk and Seamus Smith of Overland Park, KS as the associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Professional
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Kansas
Search Other Resources
People
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Stacy Szoldra
Individual Agent
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34311 VIA LOPEZ, DANA POINT, CA 92624
(View Past Addresses)
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Peter Mallouk
CEO
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5454 W 110TH ST, OVERLAND PARK, KS 66211
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Seamus Smith
Chief Financial Officer
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5454 W 110TH ST, OVERLAND PARK, KS 66211
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Seamus Smith
Secretary
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5454 W 110TH ST, OVERLAND PARK, KS 66211
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Map & Locations
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34311 VIA LOPEZ, DANA POINT, CA 92624
View Map
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5454 W 110TH ST, OVERLAND PARK, KS 66211
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Creative Planning Legal, P.A.
Form 5500
CREATIVE PLANNING LEGAL, P.A.
5454 W 110th Street, Overland Park, Ks 66211 (913) 338-2727 EIN:43-1807084 Plan Admin:Megan Schmitz| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN Plan #001 Participants BOY/EOY106 / 112 Assets BOY/EOY$0 / $0 | 2023 | CREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN - Plan #001 | 106 / 112 | $0 / $0 |
| 2022 | Plan NameCREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN Plan #001 Participants BOY/EOY70 / 104 Assets BOY/EOY$4,884,710 / $5,232,372 | 2022 | CREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN - Plan #001 | 70 / 104 | $4,884,710 / $5,232,372 |
| 2021 | Plan NameCREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN Plan #001 Participants BOY/EOY54 / 67 Assets BOY/EOY$4,685,681 / $4,884,710 | 2021 | CREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN - Plan #001 | 54 / 67 | $4,685,681 / $4,884,710 |
| 2020 | Plan NameCREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN Plan #001 Participants BOY/EOY53 / 53 Assets BOY/EOY$3,596,610 / $4,685,681 | 2020 | CREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN - Plan #001 | 53 / 53 | $3,596,610 / $4,685,681 |
| 2019 | Plan NameCREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN Plan #001 Participants BOY/EOY48 / 52 Assets BOY/EOY$2,400,602 / $3,596,610 | 2019 | CREATIVE PLANNING LEGAL, P.A. EMPLOYER RETIREMENT CONTRIBUTION PLAN - Plan #001 | 48 / 52 | $2,400,602 / $3,596,610 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
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Creative Planning Legal PA
Registered in Colorado
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Highlands Ranch, CO Overland Park, KS (1 more) | View Report |
Address Match:34311 Via Lopez Dana Point, CA
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Duffel Media LLC
Registered in California
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Dana Point, CA Lopez Dana Point, CA (1 more) | View Report |
Address Match:5454 W 110th St Overland Park, KS
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Antikythera LLC
Registered in Washington
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Leawood, KS Overland Park, KS | View Report | |
|
Creative Planning Connecticut, LLC
Registered in Connecticut
|
Fairfield, CT Overland Park, KS | View Report | |
|
Creative Planning Legal, Professional Corporation
Registered in Florida
|
Orlando, FL Overland Park, KS | View Report | |
|
Creative Planning Lending LLC
Registered in Arizona
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Chandler, AZ Overland Park, KS | View Report | |
|
Creative Planning, LLC
Registered in North Dakota
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Bismarck, ND Overland Park, KS | View Report | |
|
Embarg Pennsylvania
Registered in Pennsylvania
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Overland Park, KS | View Report | |
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Liv N Serve Real Estate LLC
Registered in Washington
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Overland Park, KS Tumwater, WA | View Report | |
|
Spindrift Point LLC
Registered in California
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|
Creative Planning Minnesota LLC
Registered in Minnesota
|
Minneapolis, MN Overland Park, KS | View Report | |
|
Creative Planning Business Accounting Services LLC
Registered in Kansas
|
Overland Park, KS | View Report | |
|
V Aviation, LLC
Registered in Kansas
|
Leawood, KS Overland Park, KS | View Report | |
|
Kansas City Children's Assistance Network
Registered in Missouri
|
Harrisonville, MO Overland Park, KS | View Report | |
|
Creative Planning North Carolina LLC
Registered in North Carolina
|
Climax, NC Overland Park, KS | View Report | |
|
Embarq Wireless LLC
Registered in Ohio
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Columbus, OH Overland Park, KS | View Report | |
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Free State Pictures, LLC
Registered in Kansas
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Overland Park, KS | View Report | |
|
Kiekers, LLC
Registered in Kansas
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Overland Park, KS | View Report | |
|
V&M Enterprises LLC
Registered in Kansas
|
Overland Park, KS Topeka, KS | View Report | |
|
Creative Planning Lending LLC
Registered in Alabama
|
Montgomery, AL Overland Park, KS | View Report | |
|
Cpwm Co LLC
Registered in Colorado
|
Brighton, CO Overland Park, KS | View Report | |
|
Creative Planning Colorado, LLC
Registered in Colorado
|
Highlands Ranch, CO Overland Park, KS (1 more) | View Report | |
|
Creative Planning New Hampshire LLC
Registered in New Hampshire
|
Overland Park, KS | View Report | |
|
Creative Planning Lending LLC
Registered in Florida
|
Overland Park, KS Tallahassee, FL | View Report | |
|
Creative Planning Will Custodian LLC
Registered in Florida
|
Overland Park, KS | View Report | |
|
Creative Planning Missouri, Inc.
Registered in Missouri
|
Ballwin, MO Overland Park, KS | View Report | |
|
United Telephone-Southeast, Inc.
Registered in Tennessee
|
Nashville, TN Overland Park, KS | View Report | |
|
Creative Planning Lending LLC
Registered in North Dakota
|
Overland Park, KS Bismarck, ND | View Report | |
|
Embarq Midwest Management Services Company
Registered in North Dakota
|
Bismarck, ND Overland Park, KS | View Report | |
|
Creative Planning Lending LLC
Registered in Pennsylvania
|
Overland Park, KS | View Report | |
|
Creative Planning Lending LLC
Registered in Washington
|
Overland Park, KS Tumwater, WA | View Report | |
|
Creative Planning Risk Management, Inc.
Registered in Kansas
|
Overland Park, KS | View Report | |
|
United Telephone-Southeast, Inc.
Registered in North Carolina
|
Overland Park, KS Raleigh, NC | View Report |
Person/City Match:Stacy Szoldra - Dana Point, CA
|
Duffel Blog LLC
Registered in California
|
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Person/City Match:Peter Mallouk - Overland Park, KS
|
Creative Planning Michigan, Inc.
Registered in Michigan
|
Overland Park, KS | View Report | |
|
Creative Planning Legal, P.A.
Registered in Arizona
|
Chandler, AZ Overland Park, KS | View Report | |
|
Creative Planning Nevada LLC
Registered in Nevada
|
Henderson, NV | View Report | |
|
Creative Planning Legal, P.A.
Registered in Kansas
|
Overland Park, KS | View Report | |
|
Creative Planning Risk Management, LLC
Registered in Kansas
|
Overland Park, KS | View Report | |
|
Creative Planning, LLC
Registered in Kansas
|
Overland Park, KS | View Report | |
|
Creative Planning of Georgia, LLC
Registered in Georgia
|
Overland Park, KS | View Report | |
|
Creative Planning Nevada Inc.
Registered in Nevada
|
Overland Park, KS | View Report | |
|
Creative Planning California, Inc.
Registered in California
|
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|
Disc Warehouse, Inc.
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|
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|
Platinum Ventures, LLC
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|
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|
Terra Firma Investments, Lc
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|
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|
Tomahawk Pointe, LLC
Registered in Kansas
|
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|
Vip Mortgage Solutions, LLC
Registered in Kansas
|
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|
Creative Planning of Minnesota Inc
Registered in Minnesota
|
Minneapolis, MN Overland Park, KS | View Report | |
|
Creative Planning Risk Management, Inc.
Registered in Missouri
|
Leawood, KS Overland Park, KS | View Report |
Person/City Match:Seamus Smith - Overland Park, KS
|
Saae LLC
Registered in New York
|
Overland Park, KS | View Report | |
|
Cmoip LLC
Registered in Missouri
|
Overland Park, KS | View Report | |
|
Green Leaf Meds LLC
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|
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|
Hawkeye Movie, LLC
Registered in Missouri
|
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|
J.D. Smith Investments LLC
Registered in Missouri
|
Overland Park, KS | View Report | |
|
Jbpks, LLC
Registered in Missouri
|
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|
Jdsns LLC
Registered in Missouri
|
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|
Jh Consulting LLC
Registered in Missouri
|
Overland Park, KS | View Report | |
|
Magdalen Properties LLC
Registered in Missouri
|
Kansas City, MO Overland Park, KS | View Report | |
|
Mc Az Real Estate LLC
Registered in Arizona
|
Overland Park, KS Phoenix, AZ | View Report | |
|
One North, LLC
Registered in Missouri
|
Overland Park, KS | View Report | |
|
P&P Excursions, LLC
Registered in Missouri
|
Kansas City, MO | View Report | |
|
R & M Pecans and Walnuts, LLC
Registered in Missouri
|
Harrisonville, MO | View Report | |
|
Roger Johnson Holdings, LLC
Registered in Missouri
|
Joplin, MO | View Report | |
|
Twaz Real Estate LLC
Registered in Arizona
|
Scottsdale, AZ | View Report | |
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Overland One, LLC
Registered in Kansas
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Overland Park, KS | View Report | |
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Urban Market Investments Inc.
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Maple Boulevard Apartments LLC
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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