Civic Intelligence

CORNERSTONE MORTGAGE, LLC

Plan context: CORNERSTONE RETIREMENT PLAN

EIN 20-5496978 • DE Pere, WI • 15 filings • 1 plans

1494 Mid Valley DrDE Pere, WI 54115
Current Snapshot

Latest Year

2025

2025 Participants

30

2025 Assets

$7,420,905

2025 Contributions

$396,824

Historical Graphs

Total Assets Over Time

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

$7,420,905$3,710,453$0201120182025YearValue
$7,420,905Latest year 2025

Participants Over Time

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

36180201120182025YearValue
30Latest year 2025

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
2025130$7,420,905$396,824$13,227iApproximate average salary by contribution assumption: employee only about $330,687 at 4% or $220,458 at 6%; with 50% employer match about $220,458 at 4% or $146,972 at 6%; with 100% employer match about $165,343 at 4% or $110,229 at 6%.
CORNERSTONE RETIREMENT PLAN-30$7,420,905$396,824$13,227iApproximate average salary by contribution assumption: employee only about $330,687 at 4% or $220,458 at 6%; with 50% employer match about $220,458 at 4% or $146,972 at 6%; with 100% employer match about $165,343 at 4% or $110,229 at 6%.
2024133$6,549,050$345,842$10,480iApproximate average salary by contribution assumption: employee only about $262,002 at 4% or $174,668 at 6%; with 50% employer match about $174,668 at 4% or $116,445 at 6%; with 100% employer match about $131,001 at 4% or $87,334 at 6%.
CORNERSTONE RETIREMENT PLAN-33$6,549,050$345,842$10,480iApproximate average salary by contribution assumption: employee only about $262,002 at 4% or $174,668 at 6%; with 50% employer match about $174,668 at 4% or $116,445 at 6%; with 100% employer match about $131,001 at 4% or $87,334 at 6%.
2023136$5,413,836$317,170$8,810iApproximate average salary by contribution assumption: employee only about $220,257 at 4% or $146,838 at 6%; with 50% employer match about $146,838 at 4% or $97,892 at 6%; with 100% employer match about $110,128 at 4% or $73,419 at 6%.
CORNERSTONE RETIREMENT PLAN-36$5,413,836$317,170$8,810iApproximate average salary by contribution assumption: employee only about $220,257 at 4% or $146,838 at 6%; with 50% employer match about $146,838 at 4% or $97,892 at 6%; with 100% employer match about $110,128 at 4% or $73,419 at 6%.
2022136$4,562,362$358,392$9,955iApproximate average salary by contribution assumption: employee only about $248,883 at 4% or $165,922 at 6%; with 50% employer match about $165,922 at 4% or $110,615 at 6%; with 100% employer match about $124,442 at 4% or $82,961 at 6%.
CORNERSTONE RETIREMENT PLAN-36$4,562,362$358,392$9,955iApproximate average salary by contribution assumption: employee only about $248,883 at 4% or $165,922 at 6%; with 50% employer match about $165,922 at 4% or $110,615 at 6%; with 100% employer match about $124,442 at 4% or $82,961 at 6%.
2021136$5,258,441$457,740$12,715iApproximate average salary by contribution assumption: employee only about $317,875 at 4% or $211,917 at 6%; with 50% employer match about $211,917 at 4% or $141,278 at 6%; with 100% employer match about $158,938 at 4% or $105,958 at 6%.
CORNERSTONE RETIREMENT PLAN-36$5,258,441$457,740$12,715iApproximate average salary by contribution assumption: employee only about $317,875 at 4% or $211,917 at 6%; with 50% employer match about $211,917 at 4% or $141,278 at 6%; with 100% employer match about $158,938 at 4% or $105,958 at 6%.
2020134$4,101,633$450,016$13,236iApproximate average salary by contribution assumption: employee only about $330,894 at 4% or $220,596 at 6%; with 50% employer match about $220,596 at 4% or $147,064 at 6%; with 100% employer match about $165,447 at 4% or $110,298 at 6%.
CORNERSTONE RETIREMENT PLAN-34$4,101,633$450,016$13,236iApproximate average salary by contribution assumption: employee only about $330,894 at 4% or $220,596 at 6%; with 50% employer match about $220,596 at 4% or $147,064 at 6%; with 100% employer match about $165,447 at 4% or $110,298 at 6%.
2019133$3,093,678$344,639$10,444iApproximate average salary by contribution assumption: employee only about $261,090 at 4% or $174,060 at 6%; with 50% employer match about $174,060 at 4% or $116,040 at 6%; with 100% employer match about $130,545 at 4% or $87,030 at 6%.
CORNERSTONE RETIREMENT PLAN-33$3,093,678$344,639$10,444iApproximate average salary by contribution assumption: employee only about $261,090 at 4% or $174,060 at 6%; with 50% employer match about $174,060 at 4% or $116,040 at 6%; with 100% employer match about $130,545 at 4% or $87,030 at 6%.
2018134$2,188,248$249,012$7,324iApproximate average salary by contribution assumption: employee only about $183,097 at 4% or $122,065 at 6%; with 50% employer match about $122,065 at 4% or $81,376 at 6%; with 100% employer match about $91,549 at 4% or $61,032 at 6%.
CORNERSTONE RETIREMENT PLAN-34$2,188,248$249,012$7,324iApproximate average salary by contribution assumption: employee only about $183,097 at 4% or $122,065 at 6%; with 50% employer match about $122,065 at 4% or $81,376 at 6%; with 100% employer match about $91,549 at 4% or $61,032 at 6%.
2017136$2,118,110$293,862$8,163iApproximate average salary by contribution assumption: employee only about $204,071 at 4% or $136,047 at 6%; with 50% employer match about $136,047 at 4% or $90,698 at 6%; with 100% employer match about $102,035 at 4% or $68,024 at 6%.
CORNERSTONE RETIREMENT PLAN-36$2,118,110$293,862$8,163iApproximate average salary by contribution assumption: employee only about $204,071 at 4% or $136,047 at 6%; with 50% employer match about $136,047 at 4% or $90,698 at 6%; with 100% employer match about $102,035 at 4% or $68,024 at 6%.
2016132$1,582,002$353,474$11,046iApproximate average salary by contribution assumption: employee only about $276,152 at 4% or $184,101 at 6%; with 50% employer match about $184,101 at 4% or $122,734 at 6%; with 100% employer match about $138,076 at 4% or $92,051 at 6%.
CORNERSTONE RETIREMENT PLAN-32$1,582,002$353,474$11,046iApproximate average salary by contribution assumption: employee only about $276,152 at 4% or $184,101 at 6%; with 50% employer match about $184,101 at 4% or $122,734 at 6%; with 100% employer match about $138,076 at 4% or $92,051 at 6%.
2015125$1,116,939$265,981$10,639iApproximate average salary by contribution assumption: employee only about $265,981 at 4% or $177,321 at 6%; with 50% employer match about $177,321 at 4% or $118,214 at 6%; with 100% employer match about $132,991 at 4% or $88,660 at 6%.
CORNERSTONE RETIREMENT PLAN-25$1,116,939$265,981$10,639iApproximate average salary by contribution assumption: employee only about $265,981 at 4% or $177,321 at 6%; with 50% employer match about $177,321 at 4% or $118,214 at 6%; with 100% employer match about $132,991 at 4% or $88,660 at 6%.
2014124$1,054,450$171,421$7,143iApproximate average salary by contribution assumption: employee only about $178,564 at 4% or $119,042 at 6%; with 50% employer match about $119,042 at 4% or $79,362 at 6%; with 100% employer match about $89,282 at 4% or $59,521 at 6%.
CORNERSTONE RETIREMENT PLAN-24$1,054,450$171,421$7,143iApproximate average salary by contribution assumption: employee only about $178,564 at 4% or $119,042 at 6%; with 50% employer match about $119,042 at 4% or $79,362 at 6%; with 100% employer match about $89,282 at 4% or $59,521 at 6%.
2013128$882,176$237,281$8,474iApproximate average salary by contribution assumption: employee only about $211,858 at 4% or $141,239 at 6%; with 50% employer match about $141,239 at 4% or $94,159 at 6%; with 100% employer match about $105,929 at 4% or $70,619 at 6%.
CORNERSTONE RETIREMENT PLAN-28$882,176$237,281$8,474iApproximate average salary by contribution assumption: employee only about $211,858 at 4% or $141,239 at 6%; with 50% employer match about $141,239 at 4% or $94,159 at 6%; with 100% employer match about $105,929 at 4% or $70,619 at 6%.
2012129$538,343$306,454$10,567iApproximate average salary by contribution assumption: employee only about $264,184 at 4% or $176,123 at 6%; with 50% employer match about $176,123 at 4% or $117,415 at 6%; with 100% employer match about $132,092 at 4% or $88,061 at 6%.
CORNERSTONE RETIREMENT PLAN-29$538,343$306,454$10,567iApproximate average salary by contribution assumption: employee only about $264,184 at 4% or $176,123 at 6%; with 50% employer match about $176,123 at 4% or $117,415 at 6%; with 100% employer match about $132,092 at 4% or $88,061 at 6%.
2011126$196,047$204,662$7,872iApproximate average salary by contribution assumption: employee only about $196,790 at 4% or $131,194 at 6%; with 50% employer match about $131,194 at 4% or $87,462 at 6%; with 100% employer match about $98,395 at 4% or $65,597 at 6%.
CORNERSTONE RETIREMENT PLAN-26$196,047$204,662$7,872iApproximate average salary by contribution assumption: employee only about $196,790 at 4% or $131,194 at 6%; with 50% employer match about $131,194 at 4% or $87,462 at 6%; with 100% employer match about $98,395 at 4% or $65,597 at 6%.