Original filing (PDF)20230425144553NAL0013580448001

CORNERSTONE CPA GROUP, LLC

Name: CORNERSTONE CPA GROUP, LLC — TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: CORNERSTONE CPA GROUP, LLC

Form 5500-SF

FILING_RECEIVED

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORNERSTONE CPA GROUP, LLC.

Plan sponsor

Name

CORNERSTONE CPA GROUP, LLC

EIN

46-1716255all filings

Address

6420 W. 95TH ST. STE 202 · OVERLAND PARK, KS · 66212

Phone

(913) 948-6911

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

TPC QUALIFIED PLANS LLC

EIN

26-2312094

City

DUBUQUE, IA

Phone

(888) 505-4484

Plan characteristics

Plan number

020

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-02-28

Filed

2023-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

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)

2X · Other multiple-employer DC plan

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

BWTP P.C.

BWTP P.C. 401(K) PROFIT SHARING PLAN

FORVIS, LLP

DIXON HUGHES GOODMAN LLP CASH BALANCE PLAN

LOGIE CPA, P.C.

LOGIE CPA, P.C. 401(K) PLAN

BRUNO, P.C.

BRUNO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

JUNG NOVIKOFF & STEVENS, L.L.P.

JUNG NOVIKOFF & STEVENS, L.L.P., 401(K) & PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.