| Company Name: | CORNERSTONE WEALTH, LLC |
| Employer identification number (EIN): | 843634133 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-10-02 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CORNERSTONE WEALTH, LLC 401(K) PLAN | 2020-01-01 | 2020-01-01 |
| 002 | CORNERSTONE WEALTH, LLC CASH BALANCE PENSION PLAN | 2020-01-01 | 2020-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-04-11 | Employer Contributions | $ 83,600 |
| 2023-04-11 | Employee Contributions | $ 83,600 |
| 2022-04-18 | Employer Contributions | $ 82,300 |
| 2022-04-18 | Employee Contributions | $ 82,300 |