401k Plan data: CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST plan

CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST 401k Plan overview

Plan Name	CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST
Plan identification number	002

CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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 MANAGEMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CORNERSTONE MANAGEMENT GROUP, INC.

Employer identification number (EIN): 931327094

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about CORNERSTONE MANAGEMENT GROUP, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2001-04-12

Company Identification Number: 1521699

Legal Registered Office Address: 31425 SW COUNTRY VIEW LN

WILSONVILLE
United States of America (USA)
97070

More information about CORNERSTONE MANAGEMENT GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 BRUCE MAROTTA 2020-08-02
002 2018-01-01 BRUCE MAROTTA 2019-07-30
002 2017-01-01 BRUCE MAROTTA 2018-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	BRUCE MAROTTA	2020-08-02
002	2018-01-01	BRUCE MAROTTA	2019-07-30
002	2017-01-01	BRUCE MAROTTA	2018-05-10

Plan Statistics for CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST

401k plan membership statisitcs for CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST

Measure Date Value
2019: CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 912,568
Acturial value of plan assets 2019-12-31 912,568
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 620,087
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 775,109
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 775,109
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 319,680
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 336,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 336,783
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 336,783
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 600,000
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 570,588
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 280,558
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 143,099
Additional cash requirement 2019-12-31 143,099
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 570,588
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 509,308
Acturial value of plan assets 2018-12-31 509,308
Active participant vested funding target 2018-12-31 353,616
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 589,361
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 589,361
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 181,896
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 192,300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 192,300
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 192,300
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 450,000
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 431,462
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 98,713
Net shortfall amortization installment of oustanding balance 2018-12-31 80,053
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 111,782
Additional cash requirement 2018-12-31 111,782
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 431,462
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 260,743
Acturial value of plan assets 2017-12-31 260,743
Active participant vested funding target 2017-12-31 122,357
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 305,893
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 305,893
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 50,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 53,441
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 53,441
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 53,441
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 200,000
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 189,927
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 45,150
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 8,031
Additional cash requirement 2017-12-31 8,031
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 189,927
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2019: CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	912,568
Acturial value of plan assets	2019-12-31	912,568
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	620,087
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	775,109
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	775,109
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	319,680
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	336,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	336,783
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	336,783
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	600,000
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	570,588
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	280,558
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	143,099
Additional cash requirement	2019-12-31	143,099
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	570,588
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	509,308
Acturial value of plan assets	2018-12-31	509,308
Active participant vested funding target	2018-12-31	353,616
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	589,361
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	589,361
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	181,896
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	192,300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	192,300
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	192,300
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	450,000
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	431,462
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	98,713
Net shortfall amortization installment of oustanding balance	2018-12-31	80,053
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	111,782
Additional cash requirement	2018-12-31	111,782
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	431,462
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CORNERSTONE MANAGEMENT GROUP, INC. PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	260,743
Acturial value of plan assets	2017-12-31	260,743
Active participant vested funding target	2017-12-31	122,357
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	305,893
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	305,893
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	50,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	53,441
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	53,441
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	53,441
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	200,000
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	189,927
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	45,150
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	8,031
Additional cash requirement	2017-12-31	8,031
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	189,927
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

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Company Name:	CORNERSTONE MANAGEMENT GROUP, INC.
Employer identification number (EIN):	931327094
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2001-04-12
Company Identification Number:	1521699
Legal Registered Office Address:	31425 SW COUNTRY VIEW LN WILSONVILLE United States of America (USA) 97070