2023 Form 5500 filing — Cornerstone Insurance Agency Inc 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 20250227143751NAL0004256882001) for Cornerstone Insurance Agency Inc Profit Sharing Plan, reported by Cornerstone Insurance Agency Inc under EIN 04-3010857 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250227143751NAL0004256882001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cornerstone Insurance Agency Inc
- EIN
- 04-3010857
- Plan number
- 001
- Location
- Athol, MA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,279
- Net assets (EOY)
- $2,279
- Total income / additions
- $77
- Total expenses
- $0
- Net increase / (decrease)
- $77
- Schedule source
- Schedule I