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CORNERSTONE RETIREMENT PARTNERS 401K PLAN 401k Plan overview

Plan NameCORNERSTONE RETIREMENT PARTNERS 401K PLAN
Plan identification number 001

CORNERSTONE RETIREMENT PARTNERS 401K 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

GOSLEE ENTERPRISES LLC DBA CORNERSTONE RETIREMENT PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:GOSLEE ENTERPRISES LLC DBA CORNERSTONE RETIREMENT PARTNERS
Employer identification number (EIN):871879855
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE RETIREMENT PARTNERS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEATHER STEWART2024-08-31
0012022-01-01HEATHER STEWART2023-07-24

Plan Statistics for CORNERSTONE RETIREMENT PARTNERS 401K PLAN

401k plan membership statisitcs for CORNERSTONE RETIREMENT PARTNERS 401K PLAN

Measure Date Value
2025: CORNERSTONE RETIREMENT PARTNERS 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-194
Total number of particpants at end of year2025-08-194
Number of Participants With Account Balances2025-08-193
2024: CORNERSTONE RETIREMENT PARTNERS 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-314
Total number of particpants at end of year2024-08-314
Number of Participants With Account Balances2024-08-313

Financial Data on CORNERSTONE RETIREMENT PARTNERS 401K PLAN

Measure Date Value
2025 : CORNERSTONE RETIREMENT PARTNERS 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-190
Total liabilities as of the end of the plan year2025-08-190
Total liabilities as of the beginning of the plan year2025-08-190
Total expenses incurred by plan in this plan year2025-08-19133
Net assets as of the end of the plan year2025-08-19142877
Total assets as of the beginning of the plan year2025-08-1996727
Value of plan covered by a fidelity bond2025-08-191000000
Participant contributions to plan in this plan year2025-08-1912275
Other expenses paid from plan in this plan year2025-08-19133
Other contributions to plan in this plan year2025-08-190
Other income to plan in this plan year2025-08-1928959
Plan net income in this plan year2025-08-1946150
Net assets as of the end of the plan year2025-08-19142877
Net assets as of the beginning of the plan year2025-08-1996727
Employer contributions to plan in this plan year2025-08-195049
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-190
2024 : CORNERSTONE RETIREMENT PARTNERS 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-310
Total liabilities as of the end of the plan year2024-08-310
Total liabilities as of the beginning of the plan year2024-08-310
Total expenses incurred by plan in this plan year2024-08-3187
Net assets as of the end of the plan year2024-08-3196727
Total assets as of the beginning of the plan year2024-08-3162154
Value of plan covered by a fidelity bond2024-08-3130000
Participant contributions to plan in this plan year2024-08-319432
Other expenses paid from plan in this plan year2024-08-3187
Other contributions to plan in this plan year2024-08-310
Other income to plan in this plan year2024-08-3120523
Plan net income in this plan year2024-08-3134573
Net assets as of the end of the plan year2024-08-3196727
Net assets as of the beginning of the plan year2024-08-3162154
Employer contributions to plan in this plan year2024-08-314705
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-310

Potentially related plans

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