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CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN
Plan identification number 002

CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CORNERSTONE FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE FINANCIAL GROUP, INC.
Employer identification number (EIN):050474165
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about CORNERSTONE FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2005-03-21
Company Identification Number: 20051129163
Legal Registered Office Address: 6268 SPRING MOUNTAIN RD STE 100C

LAS VEGAS
United States of America (USA)
89146

More information about CORNERSTONE FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01ROBERT F. CALISE2017-02-02
0022015-01-01ROBERT F. CALISE2016-06-30
0022014-01-01ROBERT F. CALISE
0022013-01-01ROBERT F. CALISE
0022012-01-01ROBERT F. CALISE
0022011-01-01ROBERT F. CALISE

Financial Data on CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2014 : CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$872,655
Expenses. Total of all expenses incurred2014-12-31$372,782
Benefits paid (including direct rollovers)2014-12-31$371,632
Total plan assets at end of year2014-12-31$4,714,554
Total plan assets at beginning of year2014-12-31$4,214,681
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$293,632
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$69,552
Other income received2014-12-31$397,869
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$499,873
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,714,554
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,214,681
Assets. Value of participant loans2014-12-31$19,565
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$307
Total contributions received or receivable from employer(s)2014-12-31$111,602
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$788,894
Expenses. Total of all expenses incurred2013-12-31$112,631
Benefits paid (including direct rollovers)2013-12-31$112,631
Total plan assets at end of year2013-12-31$4,214,681
Total plan assets at beginning of year2013-12-31$3,538,418
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$212,277
Other income received2013-12-31$492,659
Net income (gross income less expenses)2013-12-31$676,263
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,214,681
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,538,418
Assets. Value of participant loans2013-12-31$6,852
Total contributions received or receivable from employer(s)2013-12-31$83,958
2012 : CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$668,709
Expenses. Total of all expenses incurred2012-12-31$3,313
Benefits paid (including direct rollovers)2012-12-31$3,313
Total plan assets at end of year2012-12-31$3,538,418
Total plan assets at beginning of year2012-12-31$2,873,022
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$166,437
Contributions received from other sources (not participants or employers)2012-12-31$68,869
Other income received2012-12-31$365,202
Net income (gross income less expenses)2012-12-31$665,396
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,538,418
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,873,022
Assets. Value of participant loans2012-12-31$4,679
Total contributions received or receivable from employer(s)2012-12-31$68,201
2011 : CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-69,925
Expenses. Total of all expenses incurred2011-12-31$49,072
Benefits paid (including direct rollovers)2011-12-31$49,072
Total plan assets at end of year2011-12-31$2,873,022
Total plan assets at beginning of year2011-12-31$2,992,019
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$152,380
Contributions received from other sources (not participants or employers)2011-12-31$24,750
Other income received2011-12-31$-305,980
Net income (gross income less expenses)2011-12-31$-118,997
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,873,022
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,992,019
Assets. Value of participant loans2011-12-31$9,988
Total contributions received or receivable from employer(s)2011-12-31$58,925
2010 : CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$966,237
Expenses. Total of all expenses incurred2010-12-31$42,414
Benefits paid (including direct rollovers)2010-12-31$42,414
Total plan assets at end of year2010-12-31$2,992,019
Total plan assets at beginning of year2010-12-31$2,068,196
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$158,396
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$563,185
Noncash contributions received2010-12-31$185,961
Net income (gross income less expenses)2010-12-31$923,823
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,992,019
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,068,196
Assets. Value of participant loans2010-12-31$14,083
Total contributions received or receivable from employer(s)2010-12-31$58,695
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN

2014: CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CORNERSTONE FINANCIAL GROUP, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873509
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873509
Policy instance 1

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