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CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN
Plan identification number 001

CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

CORNERSTONE FINANCIAL SOLUTIONS INC has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE FINANCIAL SOLUTIONS INC
Employer identification number (EIN):460459276
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GORDON WOLLMAN2024-10-11 GORDON WOLLMAN2024-10-11
0012022-01-01GORDON WOLLMAN2023-05-09 GORDON WOLLMAN2023-05-09
0012021-01-01GORDON WOLLMAN2022-07-13 GORDON WOLLMAN2022-07-13
0012020-01-01GORDON WOILLMAN2021-02-23 GORDON WOILLMAN2021-02-23
0012018-01-01GORDON WOLLMAN2019-06-25 GORDON WOLLMAN2019-06-25
0012017-01-01GORDON WOLLMAN2018-07-24
0012016-01-01GORDON WOLLMAN2017-07-31
0012013-01-01GORDON WOLLMAN2014-07-28
0012012-01-01GORDON WOLLMAN2013-10-01 GORDON WOLLMAN2013-10-01
0012011-01-01GORDON WOLLMAN2012-07-26 GORDON WOLLMAN2012-07-26
0012010-01-01GORDON WOLLMAN2011-07-25 GORDON WOLLMAN2011-07-25

Plan Statistics for CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN

Measure Date Value
2025: CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-2321
Total number of particpants at end of year2025-06-2321
Number of Participants With Account Balances2025-06-2321
2024: CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1121
Total number of particpants at end of year2024-10-1121
Number of Participants With Account Balances2024-10-1121

Financial Data on CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN

Measure Date Value
2025 : CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-2313529
Total liabilities as of the beginning of the plan year2025-06-2310427
Total expenses incurred by plan in this plan year2025-06-2388165
Net assets as of the end of the plan year2025-06-233825760
Total assets as of the beginning of the plan year2025-06-233071470
Value of plan covered by a fidelity bond2025-06-23500000
Participant contributions to plan in this plan year2025-06-23149247
Other expenses paid from plan in this plan year2025-06-230
Other income to plan in this plan year2025-06-23589590
Plan net income in this plan year2025-06-23751188
Net assets as of the end of the plan year2025-06-233812231
Net assets as of the beginning of the plan year2025-06-233061043
Employer contributions to plan in this plan year2025-06-23100516
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-23150
2024 : CORNERSTONE FINANCIAL SOLUTIONS INC SAFE HARBOR 401(K) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-1110427
Total liabilities as of the beginning of the plan year2024-10-1143
Total expenses incurred by plan in this plan year2024-10-11227023
Net assets as of the end of the plan year2024-10-113071470
Total assets as of the beginning of the plan year2024-10-112488368
Value of plan covered by a fidelity bond2024-10-11500000
Participant contributions to plan in this plan year2024-10-11134022
Other expenses paid from plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11575436
Plan net income in this plan year2024-10-11572718
Net assets as of the end of the plan year2024-10-113061043
Net assets as of the beginning of the plan year2024-10-112488325
Employer contributions to plan in this plan year2024-10-1190283
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11430

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