401k Plan data: CORNERSTONE FINANCIAL PARTNERS, INC. 401(K) PLAN plan

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

Plan Name	CORNERSTONE FINANCIAL PARTNERS, INC. 401(K) PLAN
Plan identification number	001

CORNERSTONE FINANCIAL PARTNERS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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 PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CORNERSTONE FINANCIAL PARTNERS, INC.

Employer identification number (EIN): 571191965

NAIC Classification: 523900

Additional information about CORNERSTONE FINANCIAL PARTNERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1991-01-15

Company Identification Number: S25105

Legal Registered Office Address: 101 E KENNEDY BLVD

TAMPA

33602

More information about CORNERSTONE FINANCIAL PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE FINANCIAL PARTNERS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 CRAIG RUBRECHT 2017-06-23 CRAIG RUBRECHT 2017-06-23
001 2016-01-01 CRAIG RUBRECHT 2019-10-16 CRAIG RUBRECHT 2019-10-16
001 2015-01-01 CRAIG RUBRECHT 2016-09-29 CRAIG RUBRECHT 2016-09-29
001 2014-01-01 CRAIG RUBRECHT 2015-07-16 CRAIG RUBRECHT 2015-07-16
001 2013-01-01 CRAIG RUBRECHT 2014-07-08 CRAIG RUBRECHT 2014-07-08
001 2012-01-01 CRAIG RUBRECHT 2013-05-21 CRAIG RUBRECHT 2013-05-21
001 2011-01-01 CRAIG RUBRECHT 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	CRAIG RUBRECHT	2017-06-23	CRAIG RUBRECHT	2017-06-23
001	2016-01-01	CRAIG RUBRECHT	2019-10-16	CRAIG RUBRECHT	2019-10-16
001	2015-01-01	CRAIG RUBRECHT	2016-09-29	CRAIG RUBRECHT	2016-09-29
001	2014-01-01	CRAIG RUBRECHT	2015-07-16	CRAIG RUBRECHT	2015-07-16
001	2013-01-01	CRAIG RUBRECHT	2014-07-08	CRAIG RUBRECHT	2014-07-08
001	2012-01-01	CRAIG RUBRECHT	2013-05-21	CRAIG RUBRECHT	2013-05-21
001	2011-01-01	CRAIG RUBRECHT	2012-07-31

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Company Name:	CORNERSTONE FINANCIAL PARTNERS, INC.
Employer identification number (EIN):	571191965
NAIC Classification:	523900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1991-01-15
Company Identification Number:	S25105
Legal Registered Office Address:	101 E KENNEDY BLVD TAMPA 33602