Creative Financial Planning Inc.
New York
New York
Registered In
08/12/1993
Incorp. Date
Company Summary
Creative Financial Planning Inc. at Rockland County lists Creative Financial Planning Inc. and S. Lisa Hayes of New City, NY as the associates.
- Registered In
- New York
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Not Available
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Creative Financial Planning Inc.
Location
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17 SQUADRON BLVD STE 301, NEW CITY, NY 10956
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Creative Financial Planning Inc.
DOS Process
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17 SQUADRON BLVD STE 301, NEW CITY, NY 10956
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S. Lisa Hayes
CEO
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S. LISA HAYES, NEW CITY, NY 10956
(View Past Addresses)
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Rockland County
View Map
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Financial Information for Creative Financial Planning Inc.
Form 5500
CREATIVE FINANCIAL PLANNING, INC
101 South Broadway, South Nyack, Ny 10960 (845) 634-6050 EIN:13-3731868 Plan Admin:Stephanie Hayes| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameCREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,377,517 / $1,322,149 | 2022 | CREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN - Plan #001 | 5 / 5 | $1,377,517 / $1,322,149 |
| 2022 | Plan NameCREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,291,215 / $1,311,553 | 2022 | CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN - Plan #002 | 5 / 5 | $1,291,215 / $1,311,553 |
| 2021 | Plan NameCREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$867,448 / $1,377,517 | 2021 | CREATIVE FINANCIAL PLANNING, INC RETIREMENT PLAN - Plan #001 | 5 / 5 | $867,448 / $1,377,517 |
| 2021 | Plan NameCREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,025,068 / $1,291,215 | 2021 | CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN - Plan #002 | 5 / 5 | $1,025,068 / $1,291,215 |
| 2020 | Plan NameCREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$806,699 / $1,025,068 | 2020 | CREATIVE FINANCIAL PLANNING, INC. CASH BALANCE PENSION PLAN - Plan #002 | 5 / 5 | $806,699 / $1,025,068 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CREATIVE FINANCIAL PLANNING INC
101 S Broadway, Nyack, Ny 10960| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 05/01/2020 | Approved$78,940 Forgiven$79,707 LenderJPMorgan Chase Bank, National Association Jobs4 | 05/01/2020 | $78,940 | $79,707 | JPMorgan Chase Bank, National Association | 4 |
PPP Loans based on Paycheck Protection Program.
Person/Address Match:Creative Financial Planning Inc -
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Creative Financial Planning Services, Inc.
Registered in Kansas
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Salina, KS | View Report |
Related Business Names:
The following government agencies have contributed data:
New York Department of State U.S. Department of Labor U.S. Small Business Administration
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