CORNERSTONE WEALTH ADVISORS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CORNERSTONE WEALTH ADVISORS INC
| Measure | Date | Value |
|---|
| 2025 : CORNERSTONE WEALTH ADVISORS INC 2025 401k financial data |
|---|
| Net assets as of the end of the plan year | 2025-05-28 | 3635525 |
| Total assets as of the beginning of the plan year | 2025-05-28 | 2832655 |
| Participant contributions to plan in this plan year | 2025-05-28 | 149402 |
| Other income to plan in this plan year | 2025-05-28 | 484495 |
| Plan net income in this plan year | 2025-05-28 | 802870 |
| Net assets as of the end of the plan year | 2025-05-28 | 3635525 |
| Net assets as of the beginning of the plan year | 2025-05-28 | 2832655 |
| Employer contributions to plan in this plan year | 2025-05-28 | 168973 |
| 2024 : CORNERSTONE WEALTH ADVISORS INC 2024 401k financial data |
|---|
| Net assets as of the end of the plan year | 2024-06-14 | 2832655 |
| Total assets as of the beginning of the plan year | 2024-06-14 | 2020341 |
| Participant contributions to plan in this plan year | 2024-06-14 | 144975 |
| Other income to plan in this plan year | 2024-06-14 | 523590 |
| Plan net income in this plan year | 2024-06-14 | 812314 |
| Net assets as of the end of the plan year | 2024-06-14 | 2832655 |
| Net assets as of the beginning of the plan year | 2024-06-14 | 2020341 |
| Employer contributions to plan in this plan year | 2024-06-14 | 143749 |
| 2012 : CORNERSTONE WEALTH ADVISORS INC 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $242,454 |
| Total plan assets at end of year | 2012-12-31 | $845,852 |
| Total plan assets at beginning of year | 2012-12-31 | $603,398 |
| Total contributions received or receivable from participants | 2012-12-31 | $68,739 |
| Other income received | 2012-12-31 | $98,571 |
| Net income (gross income less expenses) | 2012-12-31 | $242,454 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $845,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $603,398 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $29,192 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $75,144 |
| 2011 : CORNERSTONE WEALTH ADVISORS INC 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $486,227 |
| Total income from all sources | 2011-12-31 | $117,171 |
| Total plan assets at end of year | 2011-12-31 | $603,398 |
| Total plan assets at beginning of year | 2011-12-31 | $0 |
| Total contributions received or receivable from participants | 2011-12-31 | $31,057 |
| Other income received | 2011-12-31 | $-32,397 |
| Net income (gross income less expenses) | 2011-12-31 | $117,171 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $603,398 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $39,966 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $118,511 |
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