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CORNERSTONE FINANCIAL PLANNING 401(K) PLAN 401k Plan overview

Plan NameCORNERSTONE FINANCIAL PLANNING 401(K) PLAN
Plan identification number 001

CORNERSTONE FINANCIAL PLANNING 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 FINANCIAL PLANNING has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE FINANCIAL PLANNING
Employer identification number (EIN):432032605
NAIC Classification:523110
NAIC Description:Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE FINANCIAL PLANNING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-15
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-06-02

Plan Statistics for CORNERSTONE FINANCIAL PLANNING 401(K) PLAN

401k plan membership statisitcs for CORNERSTONE FINANCIAL PLANNING 401(K) PLAN

Measure Date Value
2025: CORNERSTONE FINANCIAL PLANNING 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-159
Total number of particpants at end of year2025-04-1511
Number of Participants With Account Balances2025-04-1511
2024: CORNERSTONE FINANCIAL PLANNING 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1511
Total number of particpants at end of year2024-05-159
Number of Participants With Account Balances2024-05-159
2022: CORNERSTONE FINANCIAL PLANNING 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-027
Total number of particpants at end of year2022-06-0212
Number of Participants With Account Balances2022-06-0212

Financial Data on CORNERSTONE FINANCIAL PLANNING 401(K) PLAN

Measure Date Value
2025 : CORNERSTONE FINANCIAL PLANNING 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-1512271
Net assets as of the end of the plan year2025-04-15589323
Total assets as of the beginning of the plan year2025-04-15387044
Value of plan covered by a fidelity bond2025-04-15917471694
Participant contributions to plan in this plan year2025-04-1597512
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-1561987
Plan net income in this plan year2025-04-15202279
Net assets as of the end of the plan year2025-04-15589323
Net assets as of the beginning of the plan year2025-04-15387044
Value of contributions failed to transmitted timely2025-04-150
Employer contributions to plan in this plan year2025-04-1555051
Fees paid to broker by Benefit Provider2025-04-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-15389
2024 : CORNERSTONE FINANCIAL PLANNING 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-150
Total liabilities as of the end of the plan year2024-05-150
Total liabilities as of the beginning of the plan year2024-05-150
Total expenses incurred by plan in this plan year2024-05-15153851
Net assets as of the end of the plan year2024-05-15387044
Total assets as of the beginning of the plan year2024-05-15340143
Value of plan covered by a fidelity bond2024-05-15705050000
Participant contributions to plan in this plan year2024-05-15102080
Other expenses paid from plan in this plan year2024-05-150
Other contributions to plan in this plan year2024-05-150
Other income to plan in this plan year2024-05-1559505
Plan net income in this plan year2024-05-1546901
Net assets as of the end of the plan year2024-05-15387044
Net assets as of the beginning of the plan year2024-05-15340143
Value of contributions failed to transmitted timely2024-05-150
Employer contributions to plan in this plan year2024-05-1539167
Fees paid to broker by Benefit Provider2024-05-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-15505
2022 : CORNERSTONE FINANCIAL PLANNING 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-020
Total liabilities as of the end of the plan year2022-06-020
Total liabilities as of the beginning of the plan year2022-06-020
Total expenses incurred by plan in this plan year2022-06-021763
Net assets as of the end of the plan year2022-06-02194961
Total assets as of the beginning of the plan year2022-06-020
Value of plan covered by a fidelity bond2022-06-02336000000
Participant contributions to plan in this plan year2022-06-02106470
Other expenses paid from plan in this plan year2022-06-020
Other contributions to plan in this plan year2022-06-0232777
Other income to plan in this plan year2022-06-0210776
Plan net income in this plan year2022-06-02194961
Net assets as of the end of the plan year2022-06-02194961
Net assets as of the beginning of the plan year2022-06-020
Value of contributions failed to transmitted timely2022-06-0214966
Employer contributions to plan in this plan year2022-06-0246701
Fees paid to broker by Benefit Provider2022-06-020
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-0294

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