Cornerstone Insurance Agency Inc Profit Sharing Plan — Form 5500 plan (Cornerstone Insurance Agency Inc)
Plain-English plan 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 Insurance Agency Inc Profit Sharing Plan is a benefit plan reported by Cornerstone Insurance Agency Inc under EIN 04-3010857 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,279 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cornerstone Insurance Agency Inc
- EIN
- 04-3010857
- Plan number
- 001
- Plan type
- 2
- Location
- Athol, MA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,279
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20250227143751NAL0004256882001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,279
- Net assets (EOY)
- $2,279
- Net assets (BOY)
- $2,202
Income & contributions
- Total income / additions
- $77
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $77
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.