CORNERSTONE WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-21 | 40 |
| Total number of particpants at end of year | 2025-07-21 | 40 |
| Number of Participants With Account Balances | 2025-07-21 | 34 |
| 2024: CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-15 | 41 |
| Total number of particpants at end of year | 2024-05-15 | 40 |
| Number of Participants With Account Balances | 2024-05-15 | 36 |
| 2022: CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-06 | 33 |
| Total number of particpants at end of year | 2022-07-06 | 36 |
| Number of Participants With Account Balances | 2022-07-06 | 33 |
| 2015: CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 33 |
| Number of participants with account balances | 2015-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-21 | 720344 |
| Net assets as of the end of the plan year | 2025-07-21 | 7672742 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 6592824 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-21 | 522883 |
| Value of participant loans at end of plan year | 2025-07-21 | 44883 |
| Other expenses paid from plan in this plan year | 2025-07-21 | 0 |
| Other contributions to plan in this plan year | 2025-07-21 | 0 |
| Other income to plan in this plan year | 2025-07-21 | 1072474 |
| Plan net income in this plan year | 2025-07-21 | 1079918 |
| Net assets as of the end of the plan year | 2025-07-21 | 7672742 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 6592824 |
| Employer contributions to plan in this plan year | 2025-07-21 | 204905 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 5942 |
| 2024 : CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-15 | 382290 |
| Net assets as of the end of the plan year | 2024-05-15 | 6592824 |
| Total assets as of the beginning of the plan year | 2024-05-15 | 5175469 |
| Value of plan covered by a fidelity bond | 2024-05-15 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-15 | 517209 |
| Value of participant loans at end of plan year | 2024-05-15 | 35327 |
| Other expenses paid from plan in this plan year | 2024-05-15 | 0 |
| Other contributions to plan in this plan year | 2024-05-15 | 0 |
| Other income to plan in this plan year | 2024-05-15 | 1071214 |
| Plan net income in this plan year | 2024-05-15 | 1417355 |
| Net assets as of the end of the plan year | 2024-05-15 | 6592824 |
| Net assets as of the beginning of the plan year | 2024-05-15 | 5175469 |
| Employer contributions to plan in this plan year | 2024-05-15 | 211222 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-15 | 5754 |
| 2022 : CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-06 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-06 | 4880 |
| Net assets as of the end of the plan year | 2022-07-06 | 5395389 |
| Total assets as of the beginning of the plan year | 2022-07-06 | 4034344 |
| Value of plan covered by a fidelity bond | 2022-07-06 | 403434 |
| Participant contributions to plan in this plan year | 2022-07-06 | 378142 |
| Value of participant loans at end of plan year | 2022-07-06 | 17020 |
| Other expenses paid from plan in this plan year | 2022-07-06 | 0 |
| Other contributions to plan in this plan year | 2022-07-06 | 0 |
| Other income to plan in this plan year | 2022-07-06 | 816512 |
| Plan net income in this plan year | 2022-07-06 | 1361045 |
| Net assets as of the end of the plan year | 2022-07-06 | 5395389 |
| Net assets as of the beginning of the plan year | 2022-07-06 | 4034344 |
| Employer contributions to plan in this plan year | 2022-07-06 | 171271 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-06 | 4880 |
| 2015 : CORNERSTONE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $198,349 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $86,804 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $82,129 |
| Total plan assets at end of year | 2015-12-31 | $1,091,813 |
| Total plan assets at beginning of year | 2015-12-31 | $980,268 |
| Value of fidelity bond covering the plan | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $152,545 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,165 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-26,147 |
| Net income (gross income less expenses) | 2015-12-31 | $111,545 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,091,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $980,268 |
| Assets. Value of participant loans | 2015-12-31 | $13,014 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $71,951 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,510 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
