Original filing (PDF)20251010123603NAL0017955954001

CORNERSTONE WEALTH MANAGEMENT

Name: CORNERSTONE WEALTH MANAGEMENT — CORNERSTONE WEALTH MANAGEMENT CASH BALANCE PLAN, Form 5500 (2024)
Creator: CORNERSTONE WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

CORNERSTONE WEALTH MANAGEMENT CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 WEALTH MANAGEMENT.

Plan sponsor

Name

CORNERSTONE WEALTH MANAGEMENT

EIN

81-3799230

Address

1368 PASEO VERDE PKWY #100 · HENDERSON, NV · 89012

Phone

(702) 878-4742

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

HEALTH INSURANCE SERVICES, INC.

HEALTH INSURANCE SERVICES, INC. SAVINGS & RETIREMENT PLAN

$1.7M · 8 participants

RENEE MANLEY, AGENT STATE FARM INSURANCE

RENEE MANLEY, AGENT STATE FARM INSURANCE 401(K) PLAN

$1.7M · 2 participants

PRUITT KEENER INSURANCE SERVICES, INC.

PRUITT KEENER INSURANCE SERVICES, INC. 401(K) PLAN

$1.7M · 9 participants

INSURANCE STRATEGIES, INC.

INSURANCE STRATEGIES, INC. SAFE HARBOR 401(K) PLAN

$1.7M · 6 participants

LUDWIG FINANCIAL GROUP