2023 Form 5500 filing — Cornerstone Research 401(K) And Profit Sharing 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 20241011171234NAL0022408641002) for Cornerstone Research 401(K) And Profit Sharing Plan, reported by Cornerstone Research, Inc. under EIN 94-3092543 and plan number 001. It reports 1,616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$288.5MReported net assets$288,487,032
Participants1.6K1,616
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011171234NAL0022408641002
Plan sponsor
Cornerstone Research, Inc.
EIN
94-3092543
Plan number
001
Location
Boston, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$288.5M total assets
Net assets$288.5MLiabilities
Money in vs. money out
Total income / additions$63.9M
Total expenses$17.3M
Benefits paid / distributions$17.3M
Contributions
Employer$10.2M
Participant$12M
Full reported line items
Total assets (EOY)
$288,487,032
Net assets (EOY)
$288,487,032
Employer contributions
$10,222,391
Participant contributions
$11,990,651
Total income / additions
$63,906,941
Benefits paid
$17,259,793
Administrative expenses
$1,750
Total expenses
$17,261,543
Net increase / (decrease)
$46,645,398
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011171234NAL0022408641002 cover?
It is the 2023 Form 5500 filing for Cornerstone Research 401(K) And Profit Sharing Plan, reported by Cornerstone Research, Inc. (EIN 94-3092543).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages