Plan5500

Cornerstone 401(K) Retirement Plan — Form 5500 plan (Cornerstone Industries Corp)

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 401(K) Retirement Plan is a benefit plan reported by Cornerstone Industries Corp under EIN 61-1261950 and plan number 001. The latest loaded filing year is 2023. The filing reports 78 participants and $3,941,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cornerstone Industries Corp
EIN
61-1261950
Plan number
001
Plan type
2
Location
Brownsburg, IN
Latest filing year
2023
Participants
78
End-of-year plan assets
$3,941,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202378I, C20241014084452NAL0052830802001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,941,230
Net assets (EOY)
$3,941,230
Net assets (BOY)
$3,252,879

Income & contributions

Employer contributions
$121,548
Participant contributions
$252,573
Total income / additions
$940,195

Expenses & distributions

Benefits paid
$239,300
Total expenses
$251,844
Net increase / (decrease)
$688,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideSERVICE PROVIDER$14,030$02023
Lji Wealth Management, LLCSERVICE PROVIDER$11,226$02023
Mcgregor & Associates, Inc.SERVICE PROVIDER$578$02023

Related Form 5500 pages