401k Plan data: SORCE COMPANIES' RETIREMENT PLAN plan

SORCE COMPANIES' RETIREMENT PLAN 401k Plan overview

Plan Name	SORCE COMPANIES' RETIREMENT PLAN
Plan identification number	002

SORCE COMPANIES' RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CORNERSTONE MANAGEMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: CORNERSTONE MANAGEMENT GROUP, LLC

Employer identification number (EIN): 223339999

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SORCE COMPANIES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 SANTO V. SORCE 2017-03-02
002 2015-01-01 SANTO V. SORCE 2016-04-01
002 2013-01-01 SANTO V. SORCE 2014-04-08
002 2012-01-01 SANTO V. SORCE 2013-03-15
002 2011-01-01 SANTO V. SORCE 2012-04-20
002 2010-01-01 SANTO V. SORCE 2011-02-16

Plan Statistics for SORCE COMPANIES' RETIREMENT PLAN

401k plan membership statisitcs for SORCE COMPANIES' RETIREMENT PLAN

Measure Date Value
2024: SORCE COMPANIES' RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-26 13
Total number of particpants at end of year 2024-06-26 12
Number of Participants With Account Balances 2024-06-26 12
2022: SORCE COMPANIES' RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-03-24 18
Total number of particpants at end of year 2022-03-24 16
Number of Participants With Account Balances 2022-03-24 16

Measure	Date	Value
2024: SORCE COMPANIES' RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-26	13
Total number of particpants at end of year	2024-06-26	12
Number of Participants With Account Balances	2024-06-26	12
2022: SORCE COMPANIES' RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-03-24	18
Total number of particpants at end of year	2022-03-24	16
Number of Participants With Account Balances	2022-03-24	16

Financial Data on SORCE COMPANIES' RETIREMENT PLAN

Measure	Date	Value
2024 : SORCE COMPANIES' RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-26	64306
Net assets as of the end of the plan year	2024-06-26	1583432
Total assets as of the beginning of the plan year	2024-06-26	1329895
Value of plan covered by a fidelity bond	2024-06-26	500000
Other income to plan in this plan year	2024-06-26	231603
Plan net income in this plan year	2024-06-26	253537
Net assets as of the end of the plan year	2024-06-26	1583432
Net assets as of the beginning of the plan year	2024-06-26	1329895
Employer contributions to plan in this plan year	2024-06-26	86240
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-26	15665
2022 : SORCE COMPANIES' RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-03-24	71325
Net assets as of the end of the plan year	2022-03-24	1568437
Total assets as of the beginning of the plan year	2022-03-24	1412130
Value of plan covered by a fidelity bond	2022-03-24	500000
Other income to plan in this plan year	2022-03-24	133663
Plan net income in this plan year	2022-03-24	156307
Net assets as of the end of the plan year	2022-03-24	1568437
Net assets as of the beginning of the plan year	2022-03-24	1412130
Employer contributions to plan in this plan year	2022-03-24	93969
Expensese paid to adminstrative service provicers from plan in this plan year	2022-03-24	15283

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Company Name:	CORNERSTONE MANAGEMENT GROUP, LLC
Employer identification number (EIN):	223339999
NAIC Classification:	531310

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	SANTO V. SORCE	2017-03-02
002	2015-01-01	SANTO V. SORCE	2016-04-01
002	2013-01-01	SANTO V. SORCE	2014-04-08
002	2012-01-01	SANTO V. SORCE	2013-03-15
002	2011-01-01	SANTO V. SORCE	2012-04-20
002	2010-01-01	SANTO V. SORCE	2011-02-16