CORNERSTONE MORTGAGE SERVICES, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : CMSI RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-15 | 18150 |
| Net assets as of the end of the plan year | 2025-04-15 | 589755 |
| Total assets as of the beginning of the plan year | 2025-04-15 | 515710 |
| Value of plan covered by a fidelity bond | 2025-04-15 | 50000 |
| Participant contributions to plan in this plan year | 2025-04-15 | 2092 |
| Other expenses paid from plan in this plan year | 2025-04-15 | 0 |
| Other contributions to plan in this plan year | 2025-04-15 | 0 |
| Other income to plan in this plan year | 2025-04-15 | 90103 |
| Plan net income in this plan year | 2025-04-15 | 74045 |
| Net assets as of the end of the plan year | 2025-04-15 | 589755 |
| Net assets as of the beginning of the plan year | 2025-04-15 | 515710 |
| Employer contributions to plan in this plan year | 2025-04-15 | 0 |
| Fees paid to broker by Benefit Provider | 2025-04-15 | 3394 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-15 | 150 |
| 2024 : CMSI RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-23 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-23 | 202997 |
| Net assets as of the end of the plan year | 2024-07-23 | 515710 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 627789 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 62779 |
| Participant contributions to plan in this plan year | 2024-07-23 | 1397 |
| Other expenses paid from plan in this plan year | 2024-07-23 | 0 |
| Other contributions to plan in this plan year | 2024-07-23 | 0 |
| Other income to plan in this plan year | 2024-07-23 | 89521 |
| Plan net income in this plan year | 2024-07-23 | -112079 |
| Net assets as of the end of the plan year | 2024-07-23 | 515710 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 627789 |
| Employer contributions to plan in this plan year | 2024-07-23 | 0 |
| Fees paid to broker by Benefit Provider | 2024-07-23 | 3487 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-23 | 375 |
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