2023 Form 5500 filing — Cornerstone 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819132942NAL0002695488001) for Cornerstone 401(K) Retirement Savings Plan, reported by Cornerstone Healthcare Group Holding, Inc. under EIN 20-2967059 and plan number 001. It reports 3,584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819132942NAL0002695488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cornerstone Healthcare Group Holding, Inc.
- EIN
- 20-2967059
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 3,584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $1,708,334
- Total income / additions
- $6,095,100
- Benefits paid
- $8,065,926
- Administrative expenses
- $198,077
- Total expenses
- $8,264,003
- Net increase / (decrease)
- -$2,168,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Armanino, Llp | TPA | $67,354 | $0 |
| Holland Investement Management | RIA | $21,123 | $0 |
| John Hancock Life Insurance Company | RECORD KEEPER | $16,197 | $500 |
| Wilshire Associates, Inc | RIA | $4,694 | $0 |