401k Plan data: CORNERSTONE BANK 401K PLAN plan

CORNERSTONE BANK 401K PLAN 401k Plan overview

Plan Name	CORNERSTONE BANK 401K PLAN
Plan identification number	001

CORNERSTONE BANK 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 BANK has sponsored the creation of one or more 401k plans.

Company Name: CORNERSTONE BANK

Employer identification number (EIN): 450117720

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about CORNERSTONE BANK

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 2014-06-27

Company Identification Number: 481595

Legal Registered Office Address: 123 EAST MAIN ST

CLARINDA
United States of America (USA)
51632

More information about CORNERSTONE BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE BANK 401K PLAN

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 LINDSAY MACK
001 2017-01-01 LINDSAY MACK
001 2016-01-01 LINDSAY MACK
001 2015-01-01 LINDSAY MACK
001 2015-01-01 LINDSAY MACK
001 2014-01-01 LINDSAY MACK 2015-07-21
001 2013-01-01 LINDSAY MACK 2014-05-14
001 2012-01-01 RENA STENSETH 2013-07-19
001 2011-01-01 RENA STENSETH
001 2010-01-01 RENA STENSETH 2011-04-13
001 2009-01-01 RENA STENSETH

Plan Statistics for CORNERSTONE BANK 401K PLAN

401k plan membership statisitcs for CORNERSTONE BANK 401K PLAN

Measure Date Value
2023: CORNERSTONE BANK 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 201
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 58
Total of all active and inactive participants 2023-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 261
Number of participants with account balances 2023-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 21
2022: CORNERSTONE BANK 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 190
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 49
Total of all active and inactive participants 2022-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 240
Number of participants with account balances 2022-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 27
2021: CORNERSTONE BANK 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 174
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 228
Number of participants with account balances 2021-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: CORNERSTONE BANK 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 173
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 217
Number of participants with account balances 2020-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: CORNERSTONE BANK 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 172
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 46
Total of all active and inactive participants 2019-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 220
Number of participants with account balances 2019-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: CORNERSTONE BANK 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 160
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 56
Total of all active and inactive participants 2018-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 217
Number of participants with account balances 2018-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 36
2017: CORNERSTONE BANK 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 194
Number of retired or separated participants receiving benefits 2017-01-01 41
Number of other retired or separated participants entitled to future benefits 2017-01-01 54
Total of all active and inactive participants 2017-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 289
Number of participants with account balances 2017-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 31
2016: CORNERSTONE BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 146
Number of retired or separated participants receiving benefits 2016-01-01 30
Number of other retired or separated participants entitled to future benefits 2016-01-01 43
Total of all active and inactive participants 2016-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 219
Number of participants with account balances 2016-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: CORNERSTONE BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 111
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 21
Total of all active and inactive participants 2015-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 132
Number of participants with account balances 2015-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2011: CORNERSTONE BANK 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 85
Number of retired or separated participants receiving benefits 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 98
Number of participants with account balances 2011-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 13
2009: CORNERSTONE BANK 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 91
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 105
Number of participants with account balances 2009-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2023: CORNERSTONE BANK 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	201
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	58
Total of all active and inactive participants	2023-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	261
Number of participants with account balances	2023-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	21
2022: CORNERSTONE BANK 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	190
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	49
Total of all active and inactive participants	2022-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	240
Number of participants with account balances	2022-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	27
2021: CORNERSTONE BANK 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	174
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	228
Number of participants with account balances	2021-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: CORNERSTONE BANK 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	173
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	217
Number of participants with account balances	2020-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: CORNERSTONE BANK 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	172
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	46
Total of all active and inactive participants	2019-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	220
Number of participants with account balances	2019-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: CORNERSTONE BANK 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	160
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	56
Total of all active and inactive participants	2018-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	217
Number of participants with account balances	2018-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	36
2017: CORNERSTONE BANK 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	194
Number of retired or separated participants receiving benefits	2017-01-01	41
Number of other retired or separated participants entitled to future benefits	2017-01-01	54
Total of all active and inactive participants	2017-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	289
Number of participants with account balances	2017-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	31
2016: CORNERSTONE BANK 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	146
Number of retired or separated participants receiving benefits	2016-01-01	30
Number of other retired or separated participants entitled to future benefits	2016-01-01	43
Total of all active and inactive participants	2016-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	219
Number of participants with account balances	2016-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: CORNERSTONE BANK 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	111
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	21
Total of all active and inactive participants	2015-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	132
Number of participants with account balances	2015-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2011: CORNERSTONE BANK 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	85
Number of retired or separated participants receiving benefits	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	98
Number of participants with account balances	2011-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	13
2009: CORNERSTONE BANK 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	91
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	105
Number of participants with account balances	2009-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on CORNERSTONE BANK 401K PLAN

Measure	Date	Value
2023 : CORNERSTONE BANK 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$6,560,497
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,704,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,598,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,883,007
Value of total assets at end of year	2023-12-31	$23,200,570
Value of total assets at beginning of year	2023-12-31	$19,344,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$106,711
Total interest from all sources	2023-12-31	$6,121
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,187,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,187,119
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,329,595
Participant contributions at end of year	2023-12-31	$102,568
Participant contributions at beginning of year	2023-12-31	$115,484
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$380,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,855,692
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$23,200,570
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$19,344,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$21,827,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$17,305,529
Interest on participant loans	2023-12-31	$6,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$908,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,538,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,484,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,173,063
Employer contributions (assets) at end of year	2023-12-31	$362,926
Employer contributions (assets) at beginning of year	2023-12-31	$385,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,598,094
Contract administrator fees	2023-12-31	$106,711
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2023-12-31	450310328
2022 : CORNERSTONE BANK 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,609,606
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,396,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,292,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,482,618
Value of total assets at end of year	2022-12-31	$19,344,878
Value of total assets at beginning of year	2022-12-31	$22,351,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$104,035
Total interest from all sources	2022-12-31	$3,474
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,046,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,046,930
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,157,740
Participant contributions at end of year	2022-12-31	$115,484
Participant contributions at beginning of year	2022-12-31	$89,273
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$239,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,006,243
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,344,878
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,351,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,305,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,517,753
Interest on participant loans	2022-12-31	$3,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,538,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,477,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,142,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,085,744
Employer contributions (assets) at end of year	2022-12-31	$385,781
Employer contributions (assets) at beginning of year	2022-12-31	$266,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,292,602
Contract administrator fees	2022-12-31	$104,035
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2022-12-31	450310328
2021 : CORNERSTONE BANK 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,791,696
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,779,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,697,326
Expenses. Certain deemed distributions of participant loans	2021-12-31	$10,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,038,460
Value of total assets at end of year	2021-12-31	$22,351,121
Value of total assets at beginning of year	2021-12-31	$19,338,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$71,571
Total interest from all sources	2021-12-31	$3,184
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,913,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,913,845
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,078,368
Participant contributions at end of year	2021-12-31	$89,273
Participant contributions at beginning of year	2021-12-31	$64,708
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$36,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,012,132
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,351,121
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,338,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,517,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$17,245,526
Interest on participant loans	2021-12-31	$3,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,477,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,028,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$836,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$924,071
Employer contributions (assets) at end of year	2021-12-31	$266,280
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,697,326
Contract administrator fees	2021-12-31	$71,571
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2021-12-31	450310328
2020 : CORNERSTONE BANK 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,744,390
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,016,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,996,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,021,259
Value of total assets at end of year	2020-12-31	$19,338,989
Value of total assets at beginning of year	2020-12-31	$16,611,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,857
Total interest from all sources	2020-12-31	$3,320
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$788,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$788,620
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,031,098
Participant contributions at end of year	2020-12-31	$64,708
Participant contributions at beginning of year	2020-12-31	$65,674
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$388,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,727,612
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,338,989
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,611,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,245,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,773,215
Interest on participant loans	2020-12-31	$3,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,028,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,455,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,931,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$601,601
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$317,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,996,921
Contract administrator fees	2020-12-31	$19,857
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2020-12-31	450310328
2019 : CORNERSTONE BANK 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,185,139
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,490,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,460,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,003,940
Value of total assets at end of year	2019-12-31	$16,611,377
Value of total assets at beginning of year	2019-12-31	$14,916,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30,070
Total interest from all sources	2019-12-31	$3,852
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$898,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$898,067
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$934,344
Participant contributions at end of year	2019-12-31	$65,674
Participant contributions at beginning of year	2019-12-31	$77,913
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$132,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,695,061
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,611,377
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,916,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,773,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,560,118
Interest on participant loans	2019-12-31	$3,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,455,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,980,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,279,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$936,855
Employer contributions (assets) at end of year	2019-12-31	$317,169
Employer contributions (assets) at beginning of year	2019-12-31	$297,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,460,008
Contract administrator fees	2019-12-31	$30,070
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2019-12-31	450310328
2018 : CORNERSTONE BANK 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$967,611
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,212,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,184,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,896,336
Value of total assets at end of year	2018-12-31	$14,916,316
Value of total assets at beginning of year	2018-12-31	$16,161,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$27,944
Total interest from all sources	2018-12-31	$3,896
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,131,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,131,631
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$967,234
Participant contributions at end of year	2018-12-31	$77,913
Participant contributions at beginning of year	2018-12-31	$96,301
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$10,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,244,764
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,916,316
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$16,161,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,560,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,904,105
Interest on participant loans	2018-12-31	$3,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,980,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,873,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,064,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$918,304
Employer contributions (assets) at end of year	2018-12-31	$297,877
Employer contributions (assets) at beginning of year	2018-12-31	$286,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,184,431
Contract administrator fees	2018-12-31	$27,944
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2018-12-31	450310328
2017 : CORNERSTONE BANK 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,543,269
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$999,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$973,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,398,109
Value of total assets at end of year	2017-12-31	$16,161,080
Value of total assets at beginning of year	2017-12-31	$12,617,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,778
Total interest from all sources	2017-12-31	$2,291
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$808,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$808,226
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,123,997
Participant contributions at end of year	2017-12-31	$96,301
Participant contributions at beginning of year	2017-12-31	$25,719
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$321,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,543,881
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$16,161,080
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,617,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,904,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,615,192
Interest on participant loans	2017-12-31	$2,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,873,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,768,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,334,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$952,857
Employer contributions (assets) at end of year	2017-12-31	$286,812
Employer contributions (assets) at beginning of year	2017-12-31	$208,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$973,610
Contract administrator fees	2017-12-31	$25,778
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2017-12-31	450310328
2016 : CORNERSTONE BANK 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$4,644,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,966,539
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$749,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$731,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,829,232
Value of total assets at end of year	2016-12-31	$12,617,199
Value of total assets at beginning of year	2016-12-31	$5,755,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,528
Total interest from all sources	2016-12-31	$1,367
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$354,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$354,362
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$759,832
Participant contributions at end of year	2016-12-31	$25,719
Participant contributions at beginning of year	2016-12-31	$29,768
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$20,809
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$231,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,217,242
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,617,199
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,755,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,615,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,432,222
Income. Interest from loans (other than to participants)	2016-12-31	$1,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,768,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$765,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$781,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$838,061
Employer contributions (assets) at end of year	2016-12-31	$208,033
Employer contributions (assets) at beginning of year	2016-12-31	$506,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$731,769
Contract administrator fees	2016-12-31	$17,528
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	EIDE BAILLY, LLP
Accountancy firm EIN	2016-12-31	450310328
2015 : CORNERSTONE BANK 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$876,027
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$126,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$115,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$972,993
Value of total assets at end of year	2015-12-31	$5,227,896
Value of total assets at beginning of year	2015-12-31	$4,477,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,711
Total interest from all sources	2015-12-31	$1,425
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$456,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$456,638
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$561,228
Participant contributions at end of year	2015-12-31	$29,768
Participant contributions at beginning of year	2015-12-31	$39,118
Participant contributions at end of year	2015-12-31	$20,809
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$120,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$750,020
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,227,896
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,477,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,432,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,030,146
Interest on participant loans	2015-12-31	$1,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$765,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$408,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-555,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$291,182
Employer contributions (assets) at end of year	2015-12-31	$506,325
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$115,296
Contract administrator fees	2015-12-31	$10,711
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2015-12-31	450310328
2011 : CORNERSTONE BANK 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$701,224
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,326,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,317,175
Expenses. Certain deemed distributions of participant loans	2011-12-31	$7,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$761,495
Value of total assets at end of year	2011-12-31	$2,499,548
Value of total assets at beginning of year	2011-12-31	$3,124,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,470
Total interest from all sources	2011-12-31	$1,299
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$350,565
Participant contributions at end of year	2011-12-31	$38,234
Participant contributions at beginning of year	2011-12-31	$92,808
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$185,208
Administrative expenses (other) incurred	2011-12-31	$1,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-625,398
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,499,548
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,124,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest on participant loans	2011-12-31	$1,299
Value of interest in common/collective trusts at end of year	2011-12-31	$2,461,314
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,032,138
Net investment gain or loss from common/collective trusts	2011-12-31	$-61,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$225,722
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,317,175
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN	2011-12-31	450310328
2009 : CORNERSTONE BANK 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CORNERSTONE BANK 401K PLAN

2023: CORNERSTONE BANK 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CORNERSTONE BANK 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CORNERSTONE BANK 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CORNERSTONE BANK 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CORNERSTONE BANK 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CORNERSTONE BANK 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CORNERSTONE BANK 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CORNERSTONE BANK 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CORNERSTONE BANK 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2011: CORNERSTONE BANK 401K PLAN 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CORNERSTONE BANK 401K PLAN 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333816-01

Policy instance

Insurance contract or identification number	333816-01
Number of Individuals Covered	33
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $3,262
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333816-01

Policy instance

Insurance contract or identification number	333816-01
Number of Individuals Covered	34
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $6,362
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,181
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333816-01

Policy instance

Insurance contract or identification number	333816-01
Number of Individuals Covered	33
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $5,542
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,771
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333816-01

Policy instance

Insurance contract or identification number	333816-01
Number of Individuals Covered	20
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $6,780
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,390
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333816-01

Policy instance

Insurance contract or identification number	333816-01
Number of Individuals Covered	19
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,832
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,916
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333816-01

Policy instance

Insurance contract or identification number	333816-01
Number of Individuals Covered	29
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $8,687
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,343
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333816-01

Policy instance

Insurance contract or identification number	333816-01
Number of Individuals Covered	27
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6,608
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,304
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	BRADLEY BERGDAHL, LINSCO/PRIVATE LE

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

333816-01

Policy instance

Insurance contract or identification number	333816-01
Number of Individuals Covered	10
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,552
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,552
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	THOMAS JACOBSON

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CORNERSTONE BANK
Employer identification number (EIN):	450117720
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	2014-06-27
Company Identification Number:	481595
Legal Registered Office Address:	123 EAST MAIN ST CLARINDA United States of America (USA) 51632