CORNERSTONE WEALTH MANAGEMENT LL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CORNERSTONE WEALTH MANAGEMENT CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025 : CORNERSTONE WEALTH MANAGEMENT CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-10 | 0 |
| Net assets as of the end of the plan year | 2025-10-10 | 1684394 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 920197 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 80000 |
| Participant contributions to plan in this plan year | 2025-10-10 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-10 | 0 |
| Other contributions to plan in this plan year | 2025-10-10 | 0 |
| Other income to plan in this plan year | 2025-10-10 | 64197 |
| Plan net income in this plan year | 2025-10-10 | 764197 |
| Net assets as of the end of the plan year | 2025-10-10 | 1684394 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 920197 |
| Employer contributions to plan in this plan year | 2025-10-10 | 700000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 0 |
| 2024 : CORNERSTONE WEALTH MANAGEMENT CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-01 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-01 | 0 |
| Net assets as of the end of the plan year | 2024-10-01 | 920197 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 496465 |
| Participant contributions to plan in this plan year | 2024-10-01 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-01 | 0 |
| Other contributions to plan in this plan year | 2024-10-01 | 0 |
| Other income to plan in this plan year | 2024-10-01 | -22378 |
| Plan net income in this plan year | 2024-10-01 | 423732 |
| Net assets as of the end of the plan year | 2024-10-01 | 920197 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 496465 |
| Employer contributions to plan in this plan year | 2024-10-01 | 446110 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 0 |
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