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403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

CORNERSTONE RENTER EQUITY has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE RENTER EQUITY
Employer identification number (EIN):311170803
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEVIN WEARTZ2024-07-11
0012022-01-01KEVIN WEARTZ2023-05-17
0012021-01-01KEVIN WEARTZ2022-04-04
0012020-01-01KEVIN WEARTZ2021-06-28

Plan Statistics for 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-079
Total number of particpants at end of year2025-07-079
Number of Participants With Account Balances2025-07-079
2024: 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-118
Total number of particpants at end of year2024-07-119
Number of Participants With Account Balances2024-07-119
2022: 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-04-045
Total number of particpants at end of year2022-04-047
Number of Participants With Account Balances2022-04-047

Financial Data on 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-070
Total liabilities as of the end of the plan year2025-07-070
Total liabilities as of the beginning of the plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-0710
Net assets as of the end of the plan year2025-07-0795942
Total assets as of the beginning of the plan year2025-07-0765915
Value of plan covered by a fidelity bond2025-07-0725000
Participant contributions to plan in this plan year2025-07-0712170
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-070
Other income to plan in this plan year2025-07-0710462
Plan net income in this plan year2025-07-0730027
Net assets as of the end of the plan year2025-07-0795942
Net assets as of the beginning of the plan year2025-07-0765915
Employer contributions to plan in this plan year2025-07-077405
Fees paid to broker by Benefit Provider2025-07-0754
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0710
2024 : 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-110
Total liabilities as of the end of the plan year2024-07-110
Total liabilities as of the beginning of the plan year2024-07-110
Total expenses incurred by plan in this plan year2024-07-111379
Net assets as of the end of the plan year2024-07-1165915
Total assets as of the beginning of the plan year2024-07-1140514
Value of plan covered by a fidelity bond2024-07-1125000
Participant contributions to plan in this plan year2024-07-1111202
Other expenses paid from plan in this plan year2024-07-110
Other contributions to plan in this plan year2024-07-110
Other income to plan in this plan year2024-07-118788
Plan net income in this plan year2024-07-1125401
Net assets as of the end of the plan year2024-07-1165915
Net assets as of the beginning of the plan year2024-07-1140514
Employer contributions to plan in this plan year2024-07-116790
Fees paid to broker by Benefit Provider2024-07-1112
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-110
2022 : 403(B) THRIFT PLAN OF CORNERSTONE RENTER EQUITY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-040
Total liabilities as of the end of the plan year2022-04-040
Total liabilities as of the beginning of the plan year2022-04-040
Total expenses incurred by plan in this plan year2022-04-04375
Net assets as of the end of the plan year2022-04-0431522
Total assets as of the beginning of the plan year2022-04-0415757
Value of plan covered by a fidelity bond2022-04-0425000
Participant contributions to plan in this plan year2022-04-048635
Other expenses paid from plan in this plan year2022-04-04100
Other contributions to plan in this plan year2022-04-040
Other income to plan in this plan year2022-04-043242
Plan net income in this plan year2022-04-0415765
Net assets as of the end of the plan year2022-04-0431522
Net assets as of the beginning of the plan year2022-04-0415757
Employer contributions to plan in this plan year2022-04-044263

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