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

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

CORNERSTONE FINANCIAL GROUP 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.
  • 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

LEONARD FINANCIAL LLC has sponsored the creation of one or more 401k plans.

Company Name:LEONARD FINANCIAL LLC
Employer identification number (EIN):831863378
NAIC Classification:523900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TROY LEONARD2024-09-06
0012022-01-01TROY LEONARD2023-10-02

Plan Statistics for CORNERSTONE FINANCIAL GROUP 401(K) PLAN

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

Measure Date Value
2025: CORNERSTONE FINANCIAL GROUP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-156
Total number of particpants at end of year2025-10-156
Number of Participants With Account Balances2025-10-156
2024: CORNERSTONE FINANCIAL GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-065
Total number of particpants at end of year2024-09-066
Number of Participants With Account Balances2024-09-066

Financial Data on CORNERSTONE FINANCIAL GROUP 401(K) PLAN

Measure Date Value
2025 : CORNERSTONE FINANCIAL GROUP 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-15963
Net assets as of the end of the plan year2025-10-15126157
Total assets as of the beginning of the plan year2025-10-1533423
Value of plan covered by a fidelity bond2025-10-1510000
Participant contributions to plan in this plan year2025-10-1541420
Value of participant loans at end of plan year2025-10-1530185
Other contributions to plan in this plan year2025-10-1536719
Other income to plan in this plan year2025-10-1510689
Plan net income in this plan year2025-10-1592734
Net assets as of the end of the plan year2025-10-15126157
Net assets as of the beginning of the plan year2025-10-1533423
Employer contributions to plan in this plan year2025-10-154869
Fees paid to broker by Benefit Provider2025-10-1531
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-15963
2024 : CORNERSTONE FINANCIAL GROUP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-062689
Net assets as of the end of the plan year2024-09-0633423
Total assets as of the beginning of the plan year2024-09-062660
Value of plan covered by a fidelity bond2024-09-0610000
Participant contributions to plan in this plan year2024-09-0626338
Other income to plan in this plan year2024-09-063627
Plan net income in this plan year2024-09-0630763
Net assets as of the end of the plan year2024-09-0633423
Net assets as of the beginning of the plan year2024-09-062660
Employer contributions to plan in this plan year2024-09-063487
Fees paid to broker by Benefit Provider2024-09-0653
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-06316

Potentially related plans

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