401k Plan data: CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN plan

CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN 401k Plan overview

Plan Name	CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN
Plan identification number	002

CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

CORNERSTONE WEALTH CONSULTANTS, LLC has sponsored the creation of one or more 401k plans.

Company Name: CORNERSTONE WEALTH CONSULTANTS, LLC

Employer identification number (EIN): 264582052

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE WEALTH CONSULTANTS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 JOE KULA 2022-08-17
002 2020-01-01 JOE KULA 2021-10-14
002 2019-01-01 JOE KULA 2020-02-24
002 2018-01-01 JOE KULA 2019-03-06
002 2017-01-01 JOE KULA 2018-04-02
002 2016-01-01 JOE KULA 2017-08-29
002 2016-01-01 JOE KULA 2018-04-02
002 2015-01-01 JOE KULA 2016-10-10
002 2014-01-01 JOE KULA 2015-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	JOE KULA	2022-08-17
002	2020-01-01	JOE KULA	2021-10-14
002	2019-01-01	JOE KULA	2020-02-24
002	2018-01-01	JOE KULA	2019-03-06
002	2017-01-01	JOE KULA	2018-04-02
002	2016-01-01	JOE KULA	2017-08-29
002	2016-01-01	JOE KULA	2018-04-02
002	2015-01-01	JOE KULA	2016-10-10
002	2014-01-01	JOE KULA	2015-10-12

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Company Name:	CORNERSTONE WEALTH CONSULTANTS, LLC
Employer identification number (EIN):	264582052
NAIC Classification:	523900