?>
Logo

CORNERSTONE RETIREMENT PLAN 401k Plan overview

Plan NameCORNERSTONE RETIREMENT PLAN
Plan identification number 001

CORNERSTONE RETIREMENT 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.
  • 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 ACCOUNTING GROUP LLP has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE ACCOUNTING GROUP LLP
Employer identification number (EIN):222003236
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01MARGARET FILIPPELLI2013-12-19 MARGARET FILIPPELLI2013-12-19
0012012-01-01MARGARET FILIPPELLI MARGARET FILIPPELLI2013-08-29
0012011-01-01MARGARET FILIPPELLI MARGARET FILIPPELLI2012-08-31
0012009-01-01PETER A RUDOLPH PETER A RUDOLPH2010-10-12
0012009-01-01MARGARET FILIPPELLI MARGARET FILIPPELLI2010-10-13

Plan Statistics for CORNERSTONE RETIREMENT PLAN

401k plan membership statisitcs for CORNERSTONE RETIREMENT PLAN

Measure Date Value
2012: CORNERSTONE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01109
Total number of active participants reported on line 7a of the Form 55002012-01-0158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0199
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CORNERSTONE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-0154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01103
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CORNERSTONE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01198
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01120
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on CORNERSTONE RETIREMENT PLAN

Measure Date Value
2012 : CORNERSTONE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,043,146
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$202,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$198,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$589,101
Value of total assets at end of year2012-12-31$4,476,436
Value of total assets at beginning of year2012-12-31$3,636,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,964
Total interest from all sources2012-12-31$24,420
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,934
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$436,538
Participant contributions at end of year2012-12-31$133,786
Participant contributions at beginning of year2012-12-31$18,110
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,184
Administrative expenses (other) incurred2012-12-31$3,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$840,209
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,476,436
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,636,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,571,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,442,178
Value of interest in pooled separate accounts at end of year2012-12-31$1,967,280
Value of interest in pooled separate accounts at beginning of year2012-12-31$471,551
Interest on participant loans2012-12-31$4,825
Interest earned on other investments2012-12-31$19,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$804,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$704,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$165,183
Net investment gain/loss from pooled separate accounts2012-12-31$235,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$151,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$198,973
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRIEDMAN LLP
Accountancy firm EIN2012-12-31013161080
2011 : CORNERSTONE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$553,313
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,561,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,533,299
Value of total corrective distributions2011-12-31$223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$647,443
Value of total assets at end of year2011-12-31$3,636,227
Value of total assets at beginning of year2011-12-31$4,644,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,676
Total interest from all sources2011-12-31$22,828
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$69,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$69,040
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$444,836
Participant contributions at end of year2011-12-31$18,110
Participant contributions at beginning of year2011-12-31$34,688
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$52,901
Other income not declared elsewhere2011-12-31$13,277
Administrative expenses (other) incurred2011-12-31$27,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,007,885
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,636,227
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,644,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,442,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,388,960
Value of interest in pooled separate accounts at end of year2011-12-31$471,551
Value of interest in pooled separate accounts at beginning of year2011-12-31$470,438
Interest on participant loans2011-12-31$1,041
Interest earned on other investments2011-12-31$21,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$704,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$750,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-180,572
Net investment gain/loss from pooled separate accounts2011-12-31$-18,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$149,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,533,299
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRIEDMAN LLP
Accountancy firm EIN2011-12-31013161080
2010 : CORNERSTONE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,077,637
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$166,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$152,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$484,963
Value of total assets at end of year2010-12-31$4,644,112
Value of total assets at beginning of year2010-12-31$3,733,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,803
Total interest from all sources2010-12-31$21,270
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$46,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$46,962
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$462,380
Participant contributions at end of year2010-12-31$34,688
Participant contributions at beginning of year2010-12-31$20,163
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,583
Administrative expenses (other) incurred2010-12-31$13,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$911,004
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,644,112
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,733,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,388,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,220,155
Value of interest in pooled separate accounts at end of year2010-12-31$470,438
Interest on participant loans2010-12-31$1,221
Interest earned on other investments2010-12-31$20,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$750,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$492,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$524,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$152,830
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRIEDMAN LLP
Accountancy firm EIN2010-12-31131610809

Form 5500 Responses for CORNERSTONE RETIREMENT PLAN

2012: CORNERSTONE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CORNERSTONE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CORNERSTONE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040432
Policy instance 1
Insurance contract or identification number040432
Number of Individuals Covered103
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040432
Policy instance 1
Insurance contract or identification number040432
Number of Individuals Covered120
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3