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| Company Name: | CORNERSTONE WEALTH MANAGEMENT LL |
| Employer identification number (EIN): | 813799230 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-10 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CORNERSTONE WEALTH MANAGEMENT LLC 401K AND PS PLAN | 2018-01-01 | 2015-04-01 |
| 002 | CORNERSTONE WEALTH MANAGEMENT CASH BALANCE PLAN | 2022-01-01 | 2022-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-12 | Employer Contributions | $ 50,000 |
| 2023-09-12 | Employee Contributions | $ 50,000 |
| 2023-09-08 | Employer Contributions | $ 47,000 |
| 2023-09-08 | Employee Contributions | $ 47,000 |
| 2023-09-07 | Employer Contributions | $ 75,000 |
| 2023-09-07 | Employee Contributions | $ 75,000 |
| 2023-09-05 | Employer Contributions | $ 75,000 |
| 2023-09-05 | Employee Contributions | $ 75,000 |
| 2023-08-17 | Employer Contributions | $ 2,465 |
| 2023-08-17 | Employee Contributions | $ 2,465 |
| 2023-07-13 | Employer Contributions | $ 47,000 |
| 2023-07-13 | Employee Contributions | $ 47,000 |
| 2023-06-23 | Employer Contributions | $ 200,000 |
| 2023-06-23 | Employee Contributions | $ 200,000 |
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