CORNERSTONE WEALTH MANAGEMENT, LLC
Plan context: Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust
EIN 20-3634736 • Des Peres, MO • 18 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
34
2024 Assets
$7,672,742
2024 Contributions
$727,788
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 34 | $7,672,742 | $727,788 | $21,406iApproximate average salary by contribution assumption: employee only about $535,138 at 4% or $356,759 at 6%; with 50% employer match about $356,759 at 4% or $237,839 at 6%; with 100% employer match about $267,569 at 4% or $178,379 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 34 | $7,672,742 | $727,788 | $21,406iApproximate average salary by contribution assumption: employee only about $535,138 at 4% or $356,759 at 6%; with 50% employer match about $356,759 at 4% or $237,839 at 6%; with 100% employer match about $267,569 at 4% or $178,379 at 6%. |
| 2023 | 1 | 36 | $6,592,824 | $728,431 | $20,234iApproximate average salary by contribution assumption: employee only about $505,855 at 4% or $337,237 at 6%; with 50% employer match about $337,237 at 4% or $224,824 at 6%; with 100% employer match about $252,927 at 4% or $168,618 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 36 | $6,592,824 | $728,431 | $20,234iApproximate average salary by contribution assumption: employee only about $505,855 at 4% or $337,237 at 6%; with 50% employer match about $337,237 at 4% or $224,824 at 6%; with 100% employer match about $252,927 at 4% or $168,618 at 6%. |
| 2022 | 1 | 35 | $5,175,469 | $665,128 | $19,004iApproximate average salary by contribution assumption: employee only about $475,091 at 4% or $316,728 at 6%; with 50% employer match about $316,728 at 4% or $211,152 at 6%; with 100% employer match about $237,546 at 4% or $158,364 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 35 | $5,175,469 | $665,128 | $19,004iApproximate average salary by contribution assumption: employee only about $475,091 at 4% or $316,728 at 6%; with 50% employer match about $316,728 at 4% or $211,152 at 6%; with 100% employer match about $237,546 at 4% or $158,364 at 6%. |
| 2021 | 1 | 33 | $5,395,389 | $549,413 | $16,649iApproximate average salary by contribution assumption: employee only about $416,222 at 4% or $277,481 at 6%; with 50% employer match about $277,481 at 4% or $184,988 at 6%; with 100% employer match about $208,111 at 4% or $138,741 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 33 | $5,395,389 | $549,413 | $16,649iApproximate average salary by contribution assumption: employee only about $416,222 at 4% or $277,481 at 6%; with 50% employer match about $277,481 at 4% or $184,988 at 6%; with 100% employer match about $208,111 at 4% or $138,741 at 6%. |
| 2020 | 1 | 30 | $4,034,344 | $522,233 | $17,408iApproximate average salary by contribution assumption: employee only about $435,194 at 4% or $290,129 at 6%; with 50% employer match about $290,129 at 4% or $193,420 at 6%; with 100% employer match about $217,597 at 4% or $145,065 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 30 | $4,034,344 | $522,233 | $17,408iApproximate average salary by contribution assumption: employee only about $435,194 at 4% or $290,129 at 6%; with 50% employer match about $290,129 at 4% or $193,420 at 6%; with 100% employer match about $217,597 at 4% or $145,065 at 6%. |
| 2019 | 1 | 30 | $3,187,393 | $406,148 | $13,538iApproximate average salary by contribution assumption: employee only about $338,457 at 4% or $225,638 at 6%; with 50% employer match about $225,638 at 4% or $150,425 at 6%; with 100% employer match about $169,228 at 4% or $112,819 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 30 | $3,187,393 | $406,148 | $13,538iApproximate average salary by contribution assumption: employee only about $338,457 at 4% or $225,638 at 6%; with 50% employer match about $225,638 at 4% or $150,425 at 6%; with 100% employer match about $169,228 at 4% or $112,819 at 6%. |
| 2018 | 1 | 26 | $2,218,050 | $353,086 | $13,580iApproximate average salary by contribution assumption: employee only about $339,506 at 4% or $226,337 at 6%; with 50% employer match about $226,337 at 4% or $150,891 at 6%; with 100% employer match about $169,753 at 4% or $113,169 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 26 | $2,218,050 | $353,086 | $13,580iApproximate average salary by contribution assumption: employee only about $339,506 at 4% or $226,337 at 6%; with 50% employer match about $226,337 at 4% or $150,891 at 6%; with 100% employer match about $169,753 at 4% or $113,169 at 6%. |
| 2017 | 1 | 26 | $2,096,734 | $334,580 | $12,868iApproximate average salary by contribution assumption: employee only about $321,712 at 4% or $214,474 at 6%; with 50% employer match about $214,474 at 4% or $142,983 at 6%; with 100% employer match about $160,856 at 4% or $107,237 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 26 | $2,096,734 | $334,580 | $12,868iApproximate average salary by contribution assumption: employee only about $321,712 at 4% or $214,474 at 6%; with 50% employer match about $214,474 at 4% or $142,983 at 6%; with 100% employer match about $160,856 at 4% or $107,237 at 6%. |
| 2016 | 1 | 26 | $1,473,818 | $298,635 | $11,486iApproximate average salary by contribution assumption: employee only about $287,149 at 4% or $191,433 at 6%; with 50% employer match about $191,433 at 4% or $127,622 at 6%; with 100% employer match about $143,575 at 4% or $95,716 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 26 | $1,473,818 | $298,635 | $11,486iApproximate average salary by contribution assumption: employee only about $287,149 at 4% or $191,433 at 6%; with 50% employer match about $191,433 at 4% or $127,622 at 6%; with 100% employer match about $143,575 at 4% or $95,716 at 6%. |
| 2015 | 1 | 32 | $1,091,813 | $224,496 | $7,016iApproximate average salary by contribution assumption: employee only about $175,388 at 4% or $116,925 at 6%; with 50% employer match about $116,925 at 4% or $77,950 at 6%; with 100% employer match about $87,694 at 4% or $58,463 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 32 | $1,091,813 | $224,496 | $7,016iApproximate average salary by contribution assumption: employee only about $175,388 at 4% or $116,925 at 6%; with 50% employer match about $116,925 at 4% or $77,950 at 6%; with 100% employer match about $87,694 at 4% or $58,463 at 6%. |
| 2014 | 1 | 19 | $980,268 | $217,054 | $11,424iApproximate average salary by contribution assumption: employee only about $285,597 at 4% or $190,398 at 6%; with 50% employer match about $190,398 at 4% or $126,932 at 6%; with 100% employer match about $142,799 at 4% or $95,199 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 19 | $980,268 | $217,054 | $11,424iApproximate average salary by contribution assumption: employee only about $285,597 at 4% or $190,398 at 6%; with 50% employer match about $190,398 at 4% or $126,932 at 6%; with 100% employer match about $142,799 at 4% or $95,199 at 6%. |
| 2013 | 1 | 21 | $738,292 | $187,114 | $8,910iApproximate average salary by contribution assumption: employee only about $222,755 at 4% or $148,503 at 6%; with 50% employer match about $148,503 at 4% or $99,002 at 6%; with 100% employer match about $111,377 at 4% or $74,252 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 21 | $738,292 | $187,114 | $8,910iApproximate average salary by contribution assumption: employee only about $222,755 at 4% or $148,503 at 6%; with 50% employer match about $148,503 at 4% or $99,002 at 6%; with 100% employer match about $111,377 at 4% or $74,252 at 6%. |
| 2012 | 1 | 18 | $454,600 | $115,934 | $6,441iApproximate average salary by contribution assumption: employee only about $161,019 at 4% or $107,346 at 6%; with 50% employer match about $107,346 at 4% or $71,564 at 6%; with 100% employer match about $80,510 at 4% or $53,673 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 18 | $454,600 | $115,934 | $6,441iApproximate average salary by contribution assumption: employee only about $161,019 at 4% or $107,346 at 6%; with 50% employer match about $107,346 at 4% or $71,564 at 6%; with 100% employer match about $80,510 at 4% or $53,673 at 6%. |
| 2011 | 1 | 11 | $296,282 | $94,949 | $8,632iApproximate average salary by contribution assumption: employee only about $215,793 at 4% or $143,862 at 6%; with 50% employer match about $143,862 at 4% or $95,908 at 6%; with 100% employer match about $107,897 at 4% or $71,931 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 11 | $296,282 | $94,949 | $8,632iApproximate average salary by contribution assumption: employee only about $215,793 at 4% or $143,862 at 6%; with 50% employer match about $143,862 at 4% or $95,908 at 6%; with 100% employer match about $107,897 at 4% or $71,931 at 6%. |
| 2010 | 1 | 10 | $223,690 | $61,033 | $6,103iApproximate average salary by contribution assumption: employee only about $152,583 at 4% or $101,722 at 6%; with 50% employer match about $101,722 at 4% or $67,814 at 6%; with 100% employer match about $76,291 at 4% or $50,861 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 10 | $223,690 | $61,033 | $6,103iApproximate average salary by contribution assumption: employee only about $152,583 at 4% or $101,722 at 6%; with 50% employer match about $101,722 at 4% or $67,814 at 6%; with 100% employer match about $76,291 at 4% or $50,861 at 6%. |
| 2009 | 1 | 11 | $204,555 | $75,797 | $6,891iApproximate average salary by contribution assumption: employee only about $172,266 at 4% or $114,844 at 6%; with 50% employer match about $114,844 at 4% or $76,563 at 6%; with 100% employer match about $86,133 at 4% or $57,422 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 11 | $204,555 | $75,797 | $6,891iApproximate average salary by contribution assumption: employee only about $172,266 at 4% or $114,844 at 6%; with 50% employer match about $114,844 at 4% or $76,563 at 6%; with 100% employer match about $86,133 at 4% or $57,422 at 6%. |
| 2008 | 1 | 9 | $90,403 | $72,479 | $8,053iApproximate average salary by contribution assumption: employee only about $201,331 at 4% or $134,220 at 6%; with 50% employer match about $134,220 at 4% or $89,480 at 6%; with 100% employer match about $100,665 at 4% or $67,110 at 6%. |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 9 | $90,403 | $72,479 | $8,053iApproximate average salary by contribution assumption: employee only about $201,331 at 4% or $134,220 at 6%; with 50% employer match about $134,220 at 4% or $89,480 at 6%; with 100% employer match about $100,665 at 4% or $67,110 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Cornerstone Wealth Management 401(K) Profit Sharing Plan & Trust | - | 7 | - | - | - |