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CORNERSTONE FINANCIAL STRATEGIES LLC 401(K) PLAN 401k Plan overview

Plan NameCORNERSTONE FINANCIAL STRATEGIES LLC 401(K) PLAN
Plan identification number 001

CORNERSTONE FINANCIAL STRATEGIES LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CORNERSTONE FINANCIAL STRATEGIES LLC has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE FINANCIAL STRATEGIES LLC
Employer identification number (EIN):270819933
NAIC Classification:523900

Additional information about CORNERSTONE FINANCIAL STRATEGIES LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2009-08-21
Company Identification Number: 602949444
Legal Registered Office Address: 1201 PACIFIC AVE STE 1900

TACOMA
United States of America (USA)
984024315

More information about CORNERSTONE FINANCIAL STRATEGIES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE FINANCIAL STRATEGIES LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES WILSON2024-09-18
0012022-01-01BRADLEY BERGER2023-07-13 BRADLEY BERGER2023-07-13
0012021-01-01BRADLEY BERGER2022-08-22 BRADLEY BERGER2022-08-22
0012020-01-01BRADLEY BERGER2021-07-15 BRADLEY BERGER2021-07-15
0012019-01-01BRADLEY BERGER2020-09-23
0012018-01-01BRADLEY BERGER2019-09-18
0012017-01-01
0012016-01-01BRADLEY BERGER2017-09-11 BRADLEY BERGER2017-09-11
0012015-01-01BRADLEY BERGER2016-07-20 BRADLEY BERGER2016-07-20
0012014-01-01BRADLEY BERGER2015-07-13 BRADLEY BERGER2015-07-13
0012013-01-01BRADLEY BERGER2014-07-14

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