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CORNERSTONE WEALTH GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameCORNERSTONE WEALTH GROUP, LLC 401(K) PLAN
Plan identification number 001

CORNERSTONE WEALTH GROUP, LLC 401(K) 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CFP HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CFP HOLDINGS, INC.
Employer identification number (EIN):822502694
NAIC Classification:523900

Additional information about CFP HOLDINGS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1999-11-04
Company Identification Number: P99000097562
Legal Registered Office Address: 4811 BEACH BLVD., BLDG. 4000

JACKSONVILLE

32207

More information about CFP HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE WEALTH GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRI2025-01-06
0012022-01-01TERRI FIESSINGER2023-10-05 TERRI FIESSINGER2023-10-05
0012021-01-01TERRI FIESSINGER2022-06-16 TERRI FIESSINGER2022-06-16
0012020-01-01TERRI FIESSINGER2021-10-13 TERRI FIESSINGER2021-10-13
0012020-01-01TERRI FIESSINGER2021-11-30 TERRI FIESSINGER2021-11-30
0012020-01-01TERRI FIESSINGER2021-10-11
0012019-01-01TERRI FIESSINGER2020-10-08
0012018-01-01CRAIG RUBRECHT2019-10-17 CRAIG RUBRECHT2019-10-17
0012018-01-01CRAIG RUBRECHT2019-10-11 CRAIG RUBRECHT2019-10-11
0012017-01-01CRAIG RUBRECHT2018-07-27

Financial Data on CORNERSTONE WEALTH GROUP, LLC 401(K) PLAN

Measure Date Value
2025 : CORNERSTONE WEALTH GROUP, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-070
Total liabilities as of the end of the plan year2025-08-070
Total liabilities as of the beginning of the plan year2025-08-070
Total expenses incurred by plan in this plan year2025-08-0795976
Net assets as of the end of the plan year2025-08-078815734
Total assets as of the beginning of the plan year2025-08-076980015
Value of plan covered by a fidelity bond2025-08-071000000
Participant contributions to plan in this plan year2025-08-07578291
Value of participant loans at end of plan year2025-08-0745326
Other expenses paid from plan in this plan year2025-08-070
Other contributions to plan in this plan year2025-08-0740289
Other income to plan in this plan year2025-08-071055816
Plan net income in this plan year2025-08-071835719
Net assets as of the end of the plan year2025-08-078815734
Net assets as of the beginning of the plan year2025-08-076980015
Employer contributions to plan in this plan year2025-08-07257299
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-075650
Total transfers to/from plan in this plan year2025-01-060
Total liabilities as of the end of the plan year2025-01-060
Total liabilities as of the beginning of the plan year2025-01-060
Total expenses incurred by plan in this plan year2025-01-06238543
Net assets as of the end of the plan year2025-01-066980015
Total assets as of the beginning of the plan year2025-01-065477695
Value of plan covered by a fidelity bond2025-01-061000000
Participant contributions to plan in this plan year2025-01-06438642
Value of participant loans at end of plan year2025-01-0659714
Other expenses paid from plan in this plan year2025-01-060
Other contributions to plan in this plan year2025-01-0639410
Other income to plan in this plan year2025-01-061072253
Plan net income in this plan year2025-01-061502320
Net assets as of the end of the plan year2025-01-066980015
Net assets as of the beginning of the plan year2025-01-065477695
Employer contributions to plan in this plan year2025-01-06190558
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-067286

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