401k Plan data: CORNERSTONE MANAGEMENT RESOURCES, INC. 401(K) RETIREMENT PLN plan

CORNERSTONE MANAGEMENT RESOURCES, INC. 401(K) RETIREMENT PLN 401k Plan overview

Plan Name	CORNERSTONE MANAGEMENT RESOURCES, INC. 401(K) RETIREMENT PLN
Plan identification number	002

CORNERSTONE MANAGEMENT RESOURCES, INC. 401(K) RETIREMENT PLN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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 MANAGEMENT RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CORNERSTONE MANAGEMENT RESOURCES, INC.

Employer identification number (EIN): 232269893

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE MANAGEMENT RESOURCES, INC. 401(K) RETIREMENT PLN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 BARBARA YAISSLE 2021-04-21 BARBARA YAISSLE 2021-04-21
002 2019-01-01 JACK YAISSLE 2020-04-03 JOHN YAISSLE 2020-04-03
002 2018-01-01 JACK YAISSLE 2019-04-01 JOHN YAISSLE 2019-04-01
002 2017-01-01 JACK YAISSLE 2018-06-06 JOHN YAISSLE 2018-06-06
002 2016-01-01 JACK YAISSLE 2017-06-14 JACK YAISSLE 2017-06-14
002 2015-01-01 JACK YAISSLE 2016-03-30 JACK YAISSLE 2016-03-30
002 2014-01-01 JACK YAISSLE 2015-07-20 JACK YAISSLE 2015-07-20
002 2013-01-01 JACK YAISSLE 2014-05-10 JACK YAISSLE 2014-05-10
002 2012-01-01 JACK YAISSLE 2013-05-01 JACK YAISSLE 2013-05-01
002 2011-01-01 JACK YAISSLE 2012-04-05 JACK YAISSLE 2012-04-05
002 2010-04-12 JACK YAISSLE 2011-04-01 JACK YAISSLE 2011-04-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	BARBARA YAISSLE	2021-04-21	BARBARA YAISSLE	2021-04-21
002	2019-01-01	JACK YAISSLE	2020-04-03	JOHN YAISSLE	2020-04-03
002	2018-01-01	JACK YAISSLE	2019-04-01	JOHN YAISSLE	2019-04-01
002	2017-01-01	JACK YAISSLE	2018-06-06	JOHN YAISSLE	2018-06-06
002	2016-01-01	JACK YAISSLE	2017-06-14	JACK YAISSLE	2017-06-14
002	2015-01-01	JACK YAISSLE	2016-03-30	JACK YAISSLE	2016-03-30
002	2014-01-01	JACK YAISSLE	2015-07-20	JACK YAISSLE	2015-07-20
002	2013-01-01	JACK YAISSLE	2014-05-10	JACK YAISSLE	2014-05-10
002	2012-01-01	JACK YAISSLE	2013-05-01	JACK YAISSLE	2013-05-01
002	2011-01-01	JACK YAISSLE	2012-04-05	JACK YAISSLE	2012-04-05
002	2010-04-12	JACK YAISSLE	2011-04-01	JACK YAISSLE	2011-04-01

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Company Name:	CORNERSTONE MANAGEMENT RESOURCES, INC.
Employer identification number (EIN):	232269893
NAIC Classification:	523120
NAIC Description:	Securities Brokerage