401k Plan data: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST plan

CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 401k Plan overview

Plan Name	CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST
Plan identification number	001

CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST Benefits

401k Plan Type

Defined 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
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name: CORNERSTONE FINANCIAL SERVICES, INC

Employer identification number (EIN): 541249412

NAIC Classification: 541600

Additional information about CORNERSTONE FINANCIAL SERVICES, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3009930

More information about CORNERSTONE FINANCIAL SERVICES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 GERALD B. REX 2015-10-14
001 2013-01-01 GERALD B. REX
001 2012-01-01 GERALD B. REX
001 2011-01-01 GERALD B. REX
001 2009-01-01 GERALD B. REX GERALD B. REX 2010-09-09
001 2009-01-01 GERALD B. REX GERALD B. REX 2010-09-09

Plan Statistics for CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST

401k plan membership statisitcs for CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST

Measure Date Value
2013: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST

Measure	Date	Value
2013 : CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$295,182
Expenses. Total of all expenses incurred	2013-12-31	$5,450
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,428,164
Total plan assets at beginning of year	2013-12-31	$3,138,432
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$27,680
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$266,375
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$289,732
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,428,164
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,138,432
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$86,041
Assets. Value of real-estate (other than employer real property)	2013-12-31	$122,665
Total contributions received or receivable from employer(s)	2013-12-31	$1,127
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,450
2012 : CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$349,104
Expenses. Total of all expenses incurred	2012-12-31	$31,770
Benefits paid (including direct rollovers)	2012-12-31	$25,000
Total plan assets at end of year	2012-12-31	$3,138,432
Total plan assets at beginning of year	2012-12-31	$2,821,098
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$40,469
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$306,936
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$317,334
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,138,432
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,821,098
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$81,339
Assets. Value of real-estate (other than employer real property)	2012-12-31	$58,814
Total contributions received or receivable from employer(s)	2012-12-31	$1,699
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,770
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-283,126
Expenses. Total of all expenses incurred	2011-12-31	$14,570
Benefits paid (including direct rollovers)	2011-12-31	$1,262
Total plan assets at end of year	2011-12-31	$2,821,098
Total plan assets at beginning of year	2011-12-31	$3,118,794
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$41,865
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-326,643
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-297,696
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,821,098
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,118,794
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$78,217
Assets. Value of real-estate (other than employer real property)	2011-12-31	$54,519
Total contributions received or receivable from employer(s)	2011-12-31	$1,652
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$13,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$261,480
Expenses. Total of all expenses incurred	2010-12-31	$10,831
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$3,118,794
Total plan assets at beginning of year	2010-12-31	$2,868,145
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$39,786
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$220,748
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$250,649
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,118,794
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,868,145
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$82,918
Assets. Value of real-estate (other than employer real property)	2010-12-31	$50,561
Total contributions received or receivable from employer(s)	2010-12-31	$946
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,831

Form 5500 Responses for CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST

2013: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CORNERSTONE FINANCIAL SERVICES, INC
Employer identification number (EIN):	541249412
NAIC Classification:	541600

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3009930

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	GERALD B. REX	2015-10-14
001	2013-01-01	GERALD B. REX
001	2012-01-01	GERALD B. REX
001	2011-01-01	GERALD B. REX
001	2009-01-01	GERALD B. REX		GERALD B. REX	2010-09-09
001	2009-01-01	GERALD B. REX		GERALD B. REX	2010-09-09