Original filing (PDF)20240718103729NAL0003334595001

Cornerstone Financial Group, Inc.

Name: Cornerstone Financial Group, Inc. — Cornerstone, Form 5500 (2023)
Creator: Cornerstone Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Financial Group, Inc. Cash Balance Plan

Defined-benefit pension plan · Cornerstone Financial Group, Inc.'s Cornerstone Financial Group, Inc. Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Cornerstone Financial Group, Inc.'s EIN is 72-1123412.

EIN 72-1123412

Plan number 002

Plan year 2023

ACK ID 20240718103729NAL0003334595001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cornerstone Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cornerstone Financial Group, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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