Cornerstone Advisors Of Arizona LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cornerstone Advisors Of Arizona LLC (EIN 75-2990539) is a plan sponsor located in Scottsdale, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 75-2990539
- Location
- Scottsdale, AZ
- Loaded plans
- 2
- Latest filing year
- 2023
Aggregate financials · 2023
Reported financial aggregate
Total reported net assets$26MSummed across loaded plans$26,012,975
Total reported assets$26M$26,012,975
Total reported participants341
Total reported liabilities$0
Reported net position
Reported assets = net assets + liabilities (summed)$26M total assets
Net assets$26MLiabilities$0
Data coverage
Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Cornerstone Advisors Of Arizona, LLC 401(K) Profit Sharing Plan And Trust | 001 | 200 | $26,012,975 | 2023 |
| Cornerstone Advisors, Inc. Health And Welfare Plan | 501 | 141 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Cornerstone Advisors Of Arizona, LLC 401(K) Profit Sharing Plan And Trust | 200 | H, C | 20241015175305NAL0015200067001 |
| 2023 | Cornerstone Advisors, Inc. Health And Welfare Plan | 141 | — | 20241204094107NAL0006339440001 |