Original filing (PDF)20250619052023NAL0007527410001

CORNERSTONE KANSAS CITY, LLC

Name: CORNERSTONE KANSAS CITY, LLC — CORNERSTONE KANSAS CITY 401(K) PLAN, Form 5500 (2024)
Creator: CORNERSTONE KANSAS CITY, LLC

Form 5500-SF

FILING_RECEIVED

CORNERSTONE KANSAS CITY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORNERSTONE KANSAS CITY, LLC.

Plan sponsor

Name

CORNERSTONE KANSAS CITY, LLC

EIN

46-1561035

Address

10561 BARKLEY AVENUE · SUITE 200 · OVERLAND PARK, KS · 66212

Phone

(913) 378-1050

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SYLVESTER & KEATING, INC.

SYLVESTER & KEATING, INC. COMPARABILITY PROFIT SHARING PLAN

$3.3M · 8 participants

LONE STAR ABSTRACT & TITLE CO, INC

LONE STAR ABSTRACT & TITLE CO, INC. 401K PLAN

$3.3M · 18 participants

COMMUNITY INSURANCE ASSOC., INC.

COMMUNITY INSURANCE ASSOC., INC. PROFIT SHARING PLAN

$3.3M · 5 participants

LARRY WALKER INSURANCE

LARRY WALKER INSURANCE 401(K) PROFIT SHARING PLAN

$3.3M · 6 participants

DALE DODRILL INSURANCE, INC.