| Plan Name | CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CORNERSTONE ADVISORY GROUP, INC. |
| Employer identification number (EIN): | 352494916 |
| NAIC Classification: | 523900 |
Additional information about CORNERSTONE ADVISORY GROUP, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 2014-01-01 |
| Company Identification Number: | C3631819 |
| Legal Registered Office Address: |
745 East Locust Avenue, Ste 112 Fresno United States of America (USA) 93720 |
More information about CORNERSTONE ADVISORY GROUP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-29 | 0 |
| Net assets as of the end of the plan year | 2025-09-29 | 491900 |
| Total assets as of the beginning of the plan year | 2025-09-29 | 373365 |
| Participant contributions to plan in this plan year | 2025-09-29 | 49345 |
| Value of participant loans at end of plan year | 2025-09-29 | 195584 |
| Other contributions to plan in this plan year | 2025-09-29 | 0 |
| Other income to plan in this plan year | 2025-09-29 | 63727 |
| Plan net income in this plan year | 2025-09-29 | 118535 |
| Net assets as of the end of the plan year | 2025-09-29 | 491900 |
| Net assets as of the beginning of the plan year | 2025-09-29 | 373365 |
| Employer contributions to plan in this plan year | 2025-09-29 | 5463 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-29 | 0 |
| 2024 : CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-01 | 0 |
| Net assets as of the end of the plan year | 2024-10-01 | 373365 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 300942 |
| Participant contributions to plan in this plan year | 2024-10-01 | 48204 |
| Value of participant loans at end of plan year | 2024-10-01 | 197420 |
| Other income to plan in this plan year | 2024-10-01 | 17834 |
| Plan net income in this plan year | 2024-10-01 | 72423 |
| Net assets as of the end of the plan year | 2024-10-01 | 373365 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 300942 |
| Employer contributions to plan in this plan year | 2024-10-01 | 6385 |
| 2022 : CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-16 | 1 |
| Net assets as of the end of the plan year | 2022-10-16 | 231449 |
| Total assets as of the beginning of the plan year | 2022-10-16 | 157460 |
| Participant contributions to plan in this plan year | 2022-10-16 | 41670 |
| Value of participant loans at end of plan year | 2022-10-16 | 106399 |
| Other income to plan in this plan year | 2022-10-16 | 6128 |
| Plan net income in this plan year | 2022-10-16 | 73989 |
| Net assets as of the end of the plan year | 2022-10-16 | 231449 |
| Net assets as of the beginning of the plan year | 2022-10-16 | 157460 |
| Employer contributions to plan in this plan year | 2022-10-16 | 26192 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-16 | 1 |