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CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameCORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN
Plan identification number 001

CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='352494916' AND PlanID='001'

401k Sponsoring company profile

CORNERSTONE ADVISORY GROUP, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Financial Data on CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN

Measure Date Value
2025 : CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-290
Net assets as of the end of the plan year2025-09-29491900
Total assets as of the beginning of the plan year2025-09-29373365
Participant contributions to plan in this plan year2025-09-2949345
Value of participant loans at end of plan year2025-09-29195584
Other contributions to plan in this plan year2025-09-290
Other income to plan in this plan year2025-09-2963727
Plan net income in this plan year2025-09-29118535
Net assets as of the end of the plan year2025-09-29491900
Net assets as of the beginning of the plan year2025-09-29373365
Employer contributions to plan in this plan year2025-09-295463
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-290
2024 : CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-010
Net assets as of the end of the plan year2024-10-01373365
Total assets as of the beginning of the plan year2024-10-01300942
Participant contributions to plan in this plan year2024-10-0148204
Value of participant loans at end of plan year2024-10-01197420
Other income to plan in this plan year2024-10-0117834
Plan net income in this plan year2024-10-0172423
Net assets as of the end of the plan year2024-10-01373365
Net assets as of the beginning of the plan year2024-10-01300942
Employer contributions to plan in this plan year2024-10-016385
2022 : CORNERSTONE ADVISORY GROUP, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-161
Net assets as of the end of the plan year2022-10-16231449
Total assets as of the beginning of the plan year2022-10-16157460
Participant contributions to plan in this plan year2022-10-1641670
Value of participant loans at end of plan year2022-10-16106399
Other income to plan in this plan year2022-10-166128
Plan net income in this plan year2022-10-1673989
Net assets as of the end of the plan year2022-10-16231449
Net assets as of the beginning of the plan year2022-10-16157460
Employer contributions to plan in this plan year2022-10-1626192
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-161

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