Civic Intelligence

Cornerstone Investors Inc

Plan context: Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust

EIN 20-1106715 • Palm Desert, CA • 18 filings • 5 plans

77564 Country Club Dr,Suite 218Palm Desert, CA 92211
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$586,173

2024 Contributions

$38,303

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$586,173$293,087$0200820162024YearValue
$586,173Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950200720162024YearValue
1Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202411$586,173$38,303$38,303iApproximate average salary by contribution assumption: employee only about $957,575 at 4% or $638,383 at 6%; with 50% employer match about $638,383 at 4% or $425,589 at 6%; with 100% employer match about $478,788 at 4% or $319,192 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-1$586,173$38,303$38,303iApproximate average salary by contribution assumption: employee only about $957,575 at 4% or $638,383 at 6%; with 50% employer match about $638,383 at 4% or $425,589 at 6%; with 100% employer match about $478,788 at 4% or $319,192 at 6%.
202312$509,021$35,857$17,929iApproximate average salary by contribution assumption: employee only about $448,213 at 4% or $298,808 at 6%; with 50% employer match about $298,808 at 4% or $199,206 at 6%; with 100% employer match about $224,106 at 4% or $149,404 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$509,021$35,857$17,929iApproximate average salary by contribution assumption: employee only about $448,213 at 4% or $298,808 at 6%; with 50% employer match about $298,808 at 4% or $199,206 at 6%; with 100% employer match about $224,106 at 4% or $149,404 at 6%.
202212$404,678$25,330$12,665iApproximate average salary by contribution assumption: employee only about $316,625 at 4% or $211,083 at 6%; with 50% employer match about $211,083 at 4% or $140,722 at 6%; with 100% employer match about $158,313 at 4% or $105,542 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$404,678$25,330$12,665iApproximate average salary by contribution assumption: employee only about $316,625 at 4% or $211,083 at 6%; with 50% employer match about $211,083 at 4% or $140,722 at 6%; with 100% employer match about $158,313 at 4% or $105,542 at 6%.
202112$476,189$24,941$12,471iApproximate average salary by contribution assumption: employee only about $311,763 at 4% or $207,842 at 6%; with 50% employer match about $207,842 at 4% or $138,561 at 6%; with 100% employer match about $155,881 at 4% or $103,921 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$476,189$24,941$12,471iApproximate average salary by contribution assumption: employee only about $311,763 at 4% or $207,842 at 6%; with 50% employer match about $207,842 at 4% or $138,561 at 6%; with 100% employer match about $155,881 at 4% or $103,921 at 6%.
202012$383,180$25,283$12,642iApproximate average salary by contribution assumption: employee only about $316,038 at 4% or $210,692 at 6%; with 50% employer match about $210,692 at 4% or $140,461 at 6%; with 100% employer match about $158,019 at 4% or $105,346 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$383,180$25,283$12,642iApproximate average salary by contribution assumption: employee only about $316,038 at 4% or $210,692 at 6%; with 50% employer match about $210,692 at 4% or $140,461 at 6%; with 100% employer match about $158,019 at 4% or $105,346 at 6%.
201912$297,659$25,245$12,623iApproximate average salary by contribution assumption: employee only about $315,563 at 4% or $210,375 at 6%; with 50% employer match about $210,375 at 4% or $140,250 at 6%; with 100% employer match about $157,781 at 4% or $105,188 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$297,659$25,245$12,623iApproximate average salary by contribution assumption: employee only about $315,563 at 4% or $210,375 at 6%; with 50% employer match about $210,375 at 4% or $140,250 at 6%; with 100% employer match about $157,781 at 4% or $105,188 at 6%.
201812$217,726$24,535$12,268iApproximate average salary by contribution assumption: employee only about $306,688 at 4% or $204,458 at 6%; with 50% employer match about $204,458 at 4% or $136,306 at 6%; with 100% employer match about $153,344 at 4% or $102,229 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$217,726$24,535$12,268iApproximate average salary by contribution assumption: employee only about $306,688 at 4% or $204,458 at 6%; with 50% employer match about $204,458 at 4% or $136,306 at 6%; with 100% employer match about $153,344 at 4% or $102,229 at 6%.
201712$210,557$20,542$10,271iApproximate average salary by contribution assumption: employee only about $256,775 at 4% or $171,183 at 6%; with 50% employer match about $171,183 at 4% or $114,122 at 6%; with 100% employer match about $128,388 at 4% or $85,592 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$210,557$20,542$10,271iApproximate average salary by contribution assumption: employee only about $256,775 at 4% or $171,183 at 6%; with 50% employer match about $171,183 at 4% or $114,122 at 6%; with 100% employer match about $128,388 at 4% or $85,592 at 6%.
201612$153,723$13,368$6,684iApproximate average salary by contribution assumption: employee only about $167,100 at 4% or $111,400 at 6%; with 50% employer match about $111,400 at 4% or $74,267 at 6%; with 100% employer match about $83,550 at 4% or $55,700 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$153,723$13,368$6,684iApproximate average salary by contribution assumption: employee only about $167,100 at 4% or $111,400 at 6%; with 50% employer match about $111,400 at 4% or $74,267 at 6%; with 100% employer match about $83,550 at 4% or $55,700 at 6%.
201512$132,753$15,212$7,606iApproximate average salary by contribution assumption: employee only about $190,150 at 4% or $126,767 at 6%; with 50% employer match about $126,767 at 4% or $84,511 at 6%; with 100% employer match about $95,075 at 4% or $63,383 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$132,753$15,212$7,606iApproximate average salary by contribution assumption: employee only about $190,150 at 4% or $126,767 at 6%; with 50% employer match about $126,767 at 4% or $84,511 at 6%; with 100% employer match about $95,075 at 4% or $63,383 at 6%.
201412$116,845$15,680$7,840iApproximate average salary by contribution assumption: employee only about $196,000 at 4% or $130,667 at 6%; with 50% employer match about $130,667 at 4% or $87,111 at 6%; with 100% employer match about $98,000 at 4% or $65,333 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$116,845$15,680$7,840iApproximate average salary by contribution assumption: employee only about $196,000 at 4% or $130,667 at 6%; with 50% employer match about $130,667 at 4% or $87,111 at 6%; with 100% employer match about $98,000 at 4% or $65,333 at 6%.
201312$20,439$1,742$871iApproximate average salary by contribution assumption: employee only about $21,775 at 4% or $14,517 at 6%; with 50% employer match about $14,517 at 4% or $9,678 at 6%; with 100% employer match about $10,888 at 4% or $7,258 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-2$20,439$1,742$871iApproximate average salary by contribution assumption: employee only about $21,775 at 4% or $14,517 at 6%; with 50% employer match about $14,517 at 4% or $9,678 at 6%; with 100% employer match about $10,888 at 4% or $7,258 at 6%.
201211$77,373$10,592$10,592iApproximate average salary by contribution assumption: employee only about $264,800 at 4% or $176,533 at 6%; with 50% employer match about $176,533 at 4% or $117,689 at 6%; with 100% employer match about $132,400 at 4% or $88,267 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-1$77,373$10,592$10,592iApproximate average salary by contribution assumption: employee only about $264,800 at 4% or $176,533 at 6%; with 50% employer match about $176,533 at 4% or $117,689 at 6%; with 100% employer match about $132,400 at 4% or $88,267 at 6%.
201113$75,597$16,208$5,403iApproximate average salary by contribution assumption: employee only about $135,067 at 4% or $90,044 at 6%; with 50% employer match about $90,044 at 4% or $60,030 at 6%; with 100% employer match about $67,533 at 4% or $45,022 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-3$75,597$16,208$5,403iApproximate average salary by contribution assumption: employee only about $135,067 at 4% or $90,044 at 6%; with 50% employer match about $90,044 at 4% or $60,030 at 6%; with 100% employer match about $67,533 at 4% or $45,022 at 6%.
201013$84,847$21,570$7,190iApproximate average salary by contribution assumption: employee only about $179,750 at 4% or $119,833 at 6%; with 50% employer match about $119,833 at 4% or $79,889 at 6%; with 100% employer match about $89,875 at 4% or $59,917 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-3$84,847$21,570$7,190iApproximate average salary by contribution assumption: employee only about $179,750 at 4% or $119,833 at 6%; with 50% employer match about $119,833 at 4% or $79,889 at 6%; with 100% employer match about $89,875 at 4% or $59,917 at 6%.
200914$96,562$33,238$8,310iApproximate average salary by contribution assumption: employee only about $207,738 at 4% or $138,492 at 6%; with 50% employer match about $138,492 at 4% or $92,328 at 6%; with 100% employer match about $103,869 at 4% or $69,246 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-4$96,562$33,238$8,310iApproximate average salary by contribution assumption: employee only about $207,738 at 4% or $138,492 at 6%; with 50% employer match about $138,492 at 4% or $92,328 at 6%; with 100% employer match about $103,869 at 4% or $69,246 at 6%.
200819$70,209$57,007$6,334iApproximate average salary by contribution assumption: employee only about $158,353 at 4% or $105,569 at 6%; with 50% employer match about $105,569 at 4% or $70,379 at 6%; with 100% employer match about $79,176 at 4% or $52,784 at 6%.
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-9$70,209$57,007$6,334iApproximate average salary by contribution assumption: employee only about $158,353 at 4% or $105,569 at 6%; with 50% employer match about $105,569 at 4% or $70,379 at 6%; with 100% employer match about $79,176 at 4% or $52,784 at 6%.
200717$0$0-
Cornerstone Investors Inc 401(K) Profit Sharing Plan & Trust-7---