401k Plan data: CORNERSTONE WEALTH MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN plan

CORNERSTONE WEALTH MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	CORNERSTONE WEALTH MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

CORNERSTONE WEALTH MANAGEMENT GROUP, INC. 401K PROFIT SHARING 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 WEALTH MANAGEMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CORNERSTONE WEALTH MANAGEMENT GROUP, INC.

Employer identification number (EIN): 522334870

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about CORNERSTONE WEALTH MANAGEMENT GROUP, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2009-06-30

Company Identification Number: C3216223

Legal Registered Office Address: 1201 Howard Ave 103

Burlingame
United States of America (USA)
94010

More information about CORNERSTONE WEALTH MANAGEMENT GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE WEALTH MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 SCOTT FORD 2019-06-13
001 2018-01-01 SCOTT FORD 2019-06-04
001 2017-01-01 SCOTT FORD 2018-07-26
001 2016-01-01 SCOTT TOMS 2017-07-14
001 2015-01-01 SCOTT TOMS 2016-06-06
001 2014-01-01 SCOTT TOMS 2015-06-15
001 2013-01-01 SCOTT TOMS 2014-06-09
001 2012-01-01 SCOTT TOMS 2013-07-15
001 2011-01-01 SCOTT TOMS 2012-06-13
001 2010-01-01 SCOTT TOMS 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	SCOTT FORD	2019-06-13
001	2018-01-01	SCOTT FORD	2019-06-04
001	2017-01-01	SCOTT FORD	2018-07-26
001	2016-01-01	SCOTT TOMS	2017-07-14
001	2015-01-01	SCOTT TOMS	2016-06-06
001	2014-01-01	SCOTT TOMS	2015-06-15
001	2013-01-01	SCOTT TOMS	2014-06-09
001	2012-01-01	SCOTT TOMS	2013-07-15
001	2011-01-01	SCOTT TOMS	2012-06-13
001	2010-01-01	SCOTT TOMS	2011-07-18

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Company Name:	CORNERSTONE WEALTH MANAGEMENT GROUP, INC.
Employer identification number (EIN):	522334870
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2009-06-30
Company Identification Number:	C3216223
Legal Registered Office Address:	1201 Howard Ave 103 Burlingame United States of America (USA) 94010