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CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN
Plan identification number 333

CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Unknown benefit code

401k Sponsoring company profile

CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR
Employer identification number (EIN):471197332
NAIC Classification:561300

Additional information about CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-09-28
Company Identification Number: 0802303461
Legal Registered Office Address: 721 EMERSON RD STE 500B

SAINT LOUIS
United States of America (USA)
63141

More information about CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01LECIE STEINBAUM2023-10-12
3332021-01-01LECIE STEINBAUM2022-10-16 LECIE STEINBAUM2022-10-16
3332021-01-01LECIE STEINBAUM2023-10-23 LECIE STEINBAUM2023-10-23
3332020-01-01LECIE STEINBAUM2021-10-14 LECIE STEINBAUM2021-10-14
3332019-01-01
3332018-01-01
3332017-01-01LECIE STEINBAUM LECIE STEINBAUM2018-10-12
3332016-01-01LECIE STEINBAUM LECIE STEINBAUM2017-10-10
3332015-01-01LECIE STEINBAUM2016-08-29 LECIE STEINBAUM2016-08-29

Plan Statistics for CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,365
Total number of active participants reported on line 7a of the Form 55002022-01-012,282
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01785
Total of all active and inactive participants2022-01-013,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,067
Number of participants with account balances2022-01-011,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,960
Total number of active participants reported on line 7a of the Form 55002021-01-011,150
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01958
Total of all active and inactive participants2021-01-012,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,108
Number of participants with account balances2021-01-011,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01157
2020: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,509
Total number of active participants reported on line 7a of the Form 55002020-01-01929
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01853
Total of all active and inactive participants2020-01-011,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,782
Number of participants with account balances2020-01-011,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01112
2019: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01723
Total number of active participants reported on line 7a of the Form 55002019-01-01969
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,047
Number of participants with account balances2019-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01429
Total number of active participants reported on line 7a of the Form 55002018-01-01227
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01132
Total of all active and inactive participants2018-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01359
Number of participants with account balances2018-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01201
Total number of active participants reported on line 7a of the Form 55002017-01-01268
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01306
Number of participants with account balances2017-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-0190
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01127
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$7,426,673
Total transfer of assets from this plan2022-12-31$4,215,829
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$372,611
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,569,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,067,239
Value of total corrective distributions2022-12-31$73,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,347,855
Value of total assets at end of year2022-12-31$59,049,820
Value of total assets at beginning of year2022-12-31$59,035,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$428,271
Total interest from all sources2022-12-31$18,766
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,085,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,085,960
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,670,594
Participant contributions at end of year2022-12-31$628,564
Participant contributions at beginning of year2022-12-31$380,290
Participant contributions at end of year2022-12-31$192,595
Participant contributions at beginning of year2022-12-31$361,478
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$875,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,196,863
Value of net assets at end of year (total assets less liabilities)2022-12-31$59,049,820
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$59,035,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$62,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$57,516,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$57,054,208
Interest on participant loans2022-12-31$18,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,079,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,801,280
Employer contributions (assets) at end of year2022-12-31$707,109
Employer contributions (assets) at beginning of year2022-12-31$1,235,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,067,239
Contract administrator fees2022-12-31$366,235
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GILL CPA SERVICES
Accountancy firm EIN2022-12-31460837738
2021 : CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$18,216,768
Total transfer of assets from this plan2021-12-31$1,856,305
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$13,786,186
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,546,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,204,266
Value of total corrective distributions2021-12-31$60
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,620,869
Value of total assets at end of year2021-12-31$57,712,475
Value of total assets at beginning of year2021-12-31$33,112,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$342,227
Total interest from all sources2021-12-31$13,772
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,322,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,322,720
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,426,186
Participant contributions at end of year2021-12-31$380,290
Participant contributions at beginning of year2021-12-31$198,524
Participant contributions at end of year2021-12-31$244,478
Participant contributions at beginning of year2021-12-31$159,935
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$571,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,239,633
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,712,475
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,112,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$52,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$57,054,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,149,203
Interest on participant loans2021-12-31$13,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,828,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,622,760
Employer contributions (assets) at end of year2021-12-31$29,392
Employer contributions (assets) at beginning of year2021-12-31$602,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,204,266
Contract administrator fees2021-12-31$290,104
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GILL CPA SERVICES
Accountancy firm EIN2021-12-31460837738
2020 : CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$814,801
Total transfer of assets from this plan2020-12-31$68,239
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$12,094,726
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,395,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,123,077
Value of total corrective distributions2020-12-31$26,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,628,994
Value of total assets at end of year2020-12-31$33,112,379
Value of total assets at beginning of year2020-12-31$24,666,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$245,645
Total interest from all sources2020-12-31$10,529
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$515,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$515,755
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,665,649
Participant contributions at end of year2020-12-31$198,524
Participant contributions at beginning of year2020-12-31$262,435
Participant contributions at end of year2020-12-31$159,935
Participant contributions at beginning of year2020-12-31$145,710
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$718,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,699,481
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,112,379
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,666,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$29,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,149,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,876,631
Interest on participant loans2020-12-31$10,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,939,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,245,338
Employer contributions (assets) at end of year2020-12-31$602,702
Employer contributions (assets) at beginning of year2020-12-31$380,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,123,077
Contract administrator fees2020-12-31$215,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GILL CPA SERVICES
Accountancy firm EIN2020-12-31460837738
2019 : CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$8,644,368
Total transfer of assets to this plan2019-12-31$8,644,368
Total transfer of assets from this plan2019-12-31$1,250,493
Total transfer of assets from this plan2019-12-31$1,250,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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$9,927,510
Total income from all sources (including contributions)2019-12-31$9,927,510
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$572,469
Total of all expenses incurred2019-12-31$572,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$437,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$437,898
Value of total corrective distributions2019-12-31$2,818
Value of total corrective distributions2019-12-31$2,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,099,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,099,473
Value of total assets at end of year2019-12-31$24,666,336
Value of total assets at end of year2019-12-31$24,666,336
Value of total assets at beginning of year2019-12-31$7,917,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,753
Total interest from all sources2019-12-31$10,711
Total interest from all sources2019-12-31$10,711
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$457,649
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$457,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$457,649
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$457,649
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,667,376
Contributions received from participants2019-12-31$2,667,376
Participant contributions at end of year2019-12-31$262,435
Participant contributions at beginning of year2019-12-31$178,185
Participant contributions at end of year2019-12-31$145,710
Participant contributions at beginning of year2019-12-31$30,593
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,200,438
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,200,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,355,041
Value of net income/loss2019-12-31$9,355,041
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,666,336
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,666,336
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,917,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,521
Investment advisory and management fees2019-12-31$16,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,876,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,680,830
Interest on participant loans2019-12-31$10,711
Interest on participant loans2019-12-31$10,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,359,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,359,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,231,659
Contributions received in cash from employer2019-12-31$1,231,659
Employer contributions (assets) at end of year2019-12-31$380,840
Employer contributions (assets) at beginning of year2019-12-31$25,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$437,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$437,898
Contract administrator fees2019-12-31$115,232
Contract administrator fees2019-12-31$115,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31D A G & ASSOCIATES, LLC
Accountancy firm name2019-12-31D A G & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31460837738
Accountancy firm EIN2019-12-31460837738
2018 : CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,717,506
Total transfer of assets from this plan2018-12-31$742,791
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$744,278
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$218,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$161,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,236,757
Value of total assets at end of year2018-12-31$7,917,420
Value of total assets at beginning of year2018-12-31$5,416,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,029
Total interest from all sources2018-12-31$6,187
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$180,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$180,869
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$799,877
Participant contributions at end of year2018-12-31$178,185
Participant contributions at beginning of year2018-12-31$117,170
Participant contributions at end of year2018-12-31$30,593
Participant contributions at beginning of year2018-12-31$22,859
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$92,967
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$526,239
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,917,420
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,416,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$8,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,680,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,248,831
Interest on participant loans2018-12-31$6,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-679,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$343,913
Employer contributions (assets) at end of year2018-12-31$25,615
Employer contributions (assets) at beginning of year2018-12-31$25,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$161,010
Contract administrator fees2018-12-31$48,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31D A G & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31460837738
2017 : CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$200,879
Total transfer of assets from this plan2017-12-31$948,350
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$2,034,500
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$485,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$440,709
Value of total corrective distributions2017-12-31$448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,345,738
Value of total assets at end of year2017-12-31$5,416,466
Value of total assets at beginning of year2017-12-31$4,615,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,685
Total interest from all sources2017-12-31$5,168
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$111,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$111,654
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$692,343
Participant contributions at end of year2017-12-31$117,170
Participant contributions at beginning of year2017-12-31$110,294
Participant contributions at end of year2017-12-31$22,859
Participant contributions at beginning of year2017-12-31$45,065
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$376,177
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,548,658
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,416,466
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,615,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,248,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,448,169
Interest on participant loans2017-12-31$5,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$571,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$277,218
Employer contributions (assets) at end of year2017-12-31$25,309
Employer contributions (assets) at beginning of year2017-12-31$10,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$440,709
Contract administrator fees2017-12-31$38,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31D A G & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31460837738
2016 : CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$3,849,717
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$815,108
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$242,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$221,093
Value of total corrective distributions2016-12-31$87
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$586,634
Value of total assets at end of year2016-12-31$4,615,279
Value of total assets at beginning of year2016-12-31$192,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,898
Total interest from all sources2016-12-31$3,048
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$80,865
Administrative expenses professional fees incurred2016-12-31$2,332
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$448,204
Participant contributions at end of year2016-12-31$110,294
Participant contributions at end of year2016-12-31$45,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$573,030
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,615,279
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$192,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,448,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$192,532
Interest on participant loans2016-12-31$3,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$144,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$138,430
Employer contributions (assets) at end of year2016-12-31$10,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$221,093
Contract administrator fees2016-12-31$17,556
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2016-12-31201717681

Form 5500 Responses for CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN

2022: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CORNERSTONE EMPLOYER SOLUTIONS RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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