CORNERSTONE FINANCIAL STRATEGIES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CORNERSTONE FINANCIAL STRATEGIES LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CORNERSTONE FINANCIAL STRATEGIES LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-25 | 243289 |
| Net assets as of the end of the plan year | 2025-09-25 | 1967291 |
| Total assets as of the beginning of the plan year | 2025-09-25 | 1811297 |
| Participant contributions to plan in this plan year | 2025-09-25 | 77648 |
| Value of participant loans at end of plan year | 2025-09-25 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-25 | 132 |
| Other contributions to plan in this plan year | 2025-09-25 | 696 |
| Other income to plan in this plan year | 2025-09-25 | 214151 |
| Plan net income in this plan year | 2025-09-25 | 155994 |
| Net assets as of the end of the plan year | 2025-09-25 | 1967291 |
| Net assets as of the beginning of the plan year | 2025-09-25 | 1811297 |
| Employer contributions to plan in this plan year | 2025-09-25 | 106788 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-25 | 0 |
| 2024 : CORNERSTONE FINANCIAL STRATEGIES LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-18 | 25880 |
| Net assets as of the end of the plan year | 2024-09-18 | 1811297 |
| Total assets as of the beginning of the plan year | 2024-09-18 | 1480318 |
| Participant contributions to plan in this plan year | 2024-09-18 | 94583 |
| Value of participant loans at end of plan year | 2024-09-18 | 43065 |
| Other expenses paid from plan in this plan year | 2024-09-18 | 290 |
| Other contributions to plan in this plan year | 2024-09-18 | 32 |
| Other income to plan in this plan year | 2024-09-18 | 229762 |
| Plan net income in this plan year | 2024-09-18 | 330979 |
| Net assets as of the end of the plan year | 2024-09-18 | 1811297 |
| Net assets as of the beginning of the plan year | 2024-09-18 | 1480318 |
| Employer contributions to plan in this plan year | 2024-09-18 | 32482 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-18 | 0 |
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