?>
Logo

CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN 401k Plan overview

Plan NameCORNERSTONE FINANCIAL GROUP RETIREMENT PLAN
Plan identification number 001

CORNERSTONE FINANCIAL GROUP 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE FINANCIAL PARTNERS LLC
Employer identification number (EIN):464859984
NAIC Classification:523900

Additional information about CORNERSTONE FINANCIAL PARTNERS LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2014-02-04
Company Identification Number: L14000019320
Legal Registered Office Address: 5200 WEST NEWBERRY ROAD

GAINESVILLE

32607

More information about CORNERSTONE FINANCIAL PARTNERS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE FINANCIAL GROUP RETIREMENT 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

Plan Statistics for CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN

401k plan membership statisitcs for CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN

Measure Date Value
2025: CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-156
Total number of particpants at end of year2025-10-157
Number of Participants With Account Balances2025-10-157
2024: CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-305
Total number of particpants at end of year2024-07-306
Number of Participants With Account Balances2024-07-306

Financial Data on CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN

Measure Date Value
2025 : CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1550
Net assets as of the end of the plan year2025-10-15689272
Total assets as of the beginning of the plan year2025-10-15500008
Value of plan covered by a fidelity bond2025-10-15100000
Participant contributions to plan in this plan year2025-10-1536714
Other income to plan in this plan year2025-10-15103793
Plan net income in this plan year2025-10-15189264
Net assets as of the end of the plan year2025-10-15689272
Net assets as of the beginning of the plan year2025-10-15500008
Employer contributions to plan in this plan year2025-10-1548807
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1550
2024 : CORNERSTONE FINANCIAL GROUP RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-3061
Net assets as of the end of the plan year2024-07-30500008
Total assets as of the beginning of the plan year2024-07-30378772
Value of plan covered by a fidelity bond2024-07-3075000
Participant contributions to plan in this plan year2024-07-3033343
Other income to plan in this plan year2024-07-3041125
Plan net income in this plan year2024-07-30121236
Net assets as of the end of the plan year2024-07-30500008
Net assets as of the beginning of the plan year2024-07-30378772
Employer contributions to plan in this plan year2024-07-3046829
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3061

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3