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

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

CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:CORNERSTONE FINANCIAL SERVICES GROUP, INC.
Employer identification number (EIN):421289292
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about CORNERSTONE FINANCIAL SERVICES GROUP, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1985-01-16
Company Identification Number: 099749
Legal Registered Office Address: 320 CHURCH ST

OTTUMWA
United States of America (USA)
52501

More information about CORNERSTONE FINANCIAL SERVICES GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE FINANCIAL SERVICES 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
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TERI MESSERSCHMITT2013-04-17 TERI MESSERSCHMITT2013-04-17
0012011-01-01TERI MESSERSCHMITT2012-05-03 TERI MESSERSCHMITT2012-05-03
0012010-01-01TERI MESSERSCHMITT2011-07-08 TERI MESSERSCHMITT2011-07-08
0012009-01-01GARY JOHNSON GARY JOHNSON2010-07-30

Plan Statistics for CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN

Measure Date Value
2025: CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0591
Total number of particpants at end of year2025-06-0595
Number of Participants With Account Balances2025-06-0590
2024: CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0694
Total number of particpants at end of year2024-06-0689
Number of Participants With Account Balances2024-06-0685
2022: CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-1794
Total number of particpants at end of year2022-06-1789
Number of Participants With Account Balances2022-06-1787
2009: CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0180
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0176
Number of participants with account balances2009-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

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

Measure Date Value
2025 : CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-05453617
Net assets as of the end of the plan year2025-06-0516157407
Total assets as of the beginning of the plan year2025-06-0513786426
Value of plan covered by a fidelity bond2025-06-0515000000
Participant contributions to plan in this plan year2025-06-05348082
Other expenses paid from plan in this plan year2025-06-050
Other contributions to plan in this plan year2025-06-055809
Other income to plan in this plan year2025-06-052276130
Plan net income in this plan year2025-06-052370981
Net assets as of the end of the plan year2025-06-0516157407
Net assets as of the beginning of the plan year2025-06-0513786426
Employer contributions to plan in this plan year2025-06-05194577
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-050
2024 : CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-06397321
Net assets as of the end of the plan year2024-06-0613786426
Total assets as of the beginning of the plan year2024-06-0611262011
Value of plan covered by a fidelity bond2024-06-0615000000
Participant contributions to plan in this plan year2024-06-06337546
Other income to plan in this plan year2024-06-062190048
Plan net income in this plan year2024-06-062524415
Net assets as of the end of the plan year2024-06-0613786426
Net assets as of the beginning of the plan year2024-06-0611262011
Employer contributions to plan in this plan year2024-06-06394142
2022 : CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-17292228
Net assets as of the end of the plan year2022-06-1714797023
Total assets as of the beginning of the plan year2022-06-1712323561
Value of plan covered by a fidelity bond2022-06-1715000000
Participant contributions to plan in this plan year2022-06-17315563
Other expenses paid from plan in this plan year2022-06-170
Other income to plan in this plan year2022-06-172092504
Plan net income in this plan year2022-06-172473462
Net assets as of the end of the plan year2022-06-1714797023
Net assets as of the beginning of the plan year2022-06-1712323561
Employer contributions to plan in this plan year2022-06-17357623
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-170
2009 : CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN

2009: CORNERSTONE FINANCIAL SERVICES GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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