401k Plan data: CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN plan

CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 401k Plan overview

Plan Name	CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN
Plan identification number	001

CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: CORNERSTONE FINANCIAL PLANNING, LLC

Employer identification number (EIN): 820525038

NAIC Classification: 523900

Additional information about CORNERSTONE FINANCIAL PLANNING, LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2011-05-27

Company Identification Number: 4100157

Legal Registered Office Address: 5500 MAIN ST., SUITE 260
Erie
WILLIAMSVILLE
United States of America (USA)
14221

More information about CORNERSTONE FINANCIAL PLANNING, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GARY CASE 2023-11-21
001 2022-01-01 GARY CASE 2023-05-23
001 2021-01-01 GARY CASE 2022-06-28
001 2020-01-01 GARY CASE 2021-04-02
001 2019-01-01 GARY CASE 2020-01-21
001 2018-01-01 GARY CASE 2019-07-17
001 2017-01-01 GARY CASE 2018-02-16
001 2016-01-01 GARY CASE 2017-08-28
001 2015-01-01 GARY CASE 2016-06-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	GARY CASE	2023-11-21
001	2022-01-01	GARY CASE	2023-05-23
001	2021-01-01	GARY CASE	2022-06-28
001	2020-01-01	GARY CASE	2021-04-02
001	2019-01-01	GARY CASE	2020-01-21
001	2018-01-01	GARY CASE	2019-07-17
001	2017-01-01	GARY CASE	2018-02-16
001	2016-01-01	GARY CASE	2017-08-28
001	2015-01-01	GARY CASE	2016-06-08

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Company Name:	CORNERSTONE FINANCIAL PLANNING, LLC
Employer identification number (EIN):	820525038
NAIC Classification:	523900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2011-05-27
Company Identification Number:	4100157
Legal Registered Office Address:	5500 MAIN ST., SUITE 260 Erie WILLIAMSVILLE United States of America (USA) 14221