CORNERSTONE WEALTH PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CORNERSTONE WEALTH PARTNERS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CORNERSTONE WEALTH PARTNERS 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-30 | 2552 |
| Net assets as of the end of the plan year | 2025-07-30 | 374637 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 282862 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 17537 |
| Participant contributions to plan in this plan year | 2025-07-30 | 43458 |
| Other expenses paid from plan in this plan year | 2025-07-30 | 0 |
| Other contributions to plan in this plan year | 2025-07-30 | 0 |
| Other income to plan in this plan year | 2025-07-30 | 27417 |
| Plan net income in this plan year | 2025-07-30 | 91775 |
| Net assets as of the end of the plan year | 2025-07-30 | 374637 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 282862 |
| Employer contributions to plan in this plan year | 2025-07-30 | 23452 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 2552 |
| 2024 : CORNERSTONE WEALTH PARTNERS 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-22 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-22 | 4027 |
| Net assets as of the end of the plan year | 2024-07-22 | 282862 |
| Total assets as of the beginning of the plan year | 2024-07-22 | 175362 |
| Value of plan covered by a fidelity bond | 2024-07-22 | 17537 |
| Participant contributions to plan in this plan year | 2024-07-22 | 45215 |
| Other expenses paid from plan in this plan year | 2024-07-22 | 0 |
| Other contributions to plan in this plan year | 2024-07-22 | 0 |
| Other income to plan in this plan year | 2024-07-22 | 35864 |
| Plan net income in this plan year | 2024-07-22 | 107500 |
| Net assets as of the end of the plan year | 2024-07-22 | 282862 |
| Net assets as of the beginning of the plan year | 2024-07-22 | 175362 |
| Employer contributions to plan in this plan year | 2024-07-22 | 30448 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-22 | 1852 |
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