2023 Form 5500 filing — Cornerstone Wauseon 401(K) 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 20241015095500NAL0014352339001) for Cornerstone Wauseon 401(K) Plan, reported by Cornerstone Wauseon, Inc. under EIN 46-4302456 and plan number 001. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095500NAL0014352339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cornerstone Wauseon, Inc.
- EIN
- 46-4302456
- Plan number
- 001
- Location
- Wauseon, OH
- Participants
- 253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,715,542
- Net assets (EOY)
- $18,715,542
- Employer contributions
- $317,051
- Participant contributions
- $1,113,793
- Total income / additions
- $5,057,525
- Benefits paid
- $4,593,761
- Administrative expenses
- $2,831
- Total expenses
- $4,596,592
- Net increase / (decrease)
- $460,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Innovations & Consulting | NONE | $2,790 | $0 |
| Capital Group Retirement Plan Servi | NONE | $837 | $0 |