CORNERSTONE PLANNING GROUP, LLC
Plan context: CORNERSTONE PLANNING GROUP, LLC 401(K) PLAN
EIN 20-8315014 • Fairfield, NJ • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$339,653
2025 Contributions
$172,177
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $339,653 | $172,177 | $24,597iApproximate average salary by contribution assumption: employee only about $614,918 at 4% or $409,945 at 6%; with 50% employer match about $409,945 at 4% or $273,297 at 6%; with 100% employer match about $307,459 at 4% or $204,973 at 6%. |
| CORNERSTONE PLANNING GROUP, LLC 401(K) PLAN | - | 7 | $339,653 | $172,177 | $24,597iApproximate average salary by contribution assumption: employee only about $614,918 at 4% or $409,945 at 6%; with 50% employer match about $409,945 at 4% or $273,297 at 6%; with 100% employer match about $307,459 at 4% or $204,973 at 6%. |
| 2024 | 1 | 6 | $134,443 | $154,475 | $25,746iApproximate average salary by contribution assumption: employee only about $643,646 at 4% or $429,097 at 6%; with 50% employer match about $429,097 at 4% or $286,065 at 6%; with 100% employer match about $321,823 at 4% or $214,549 at 6%. |
| CORNERSTONE PLANNING GROUP, LLC 401(K) PLAN | - | 6 | $134,443 | $154,475 | $25,746iApproximate average salary by contribution assumption: employee only about $643,646 at 4% or $429,097 at 6%; with 50% employer match about $429,097 at 4% or $286,065 at 6%; with 100% employer match about $321,823 at 4% or $214,549 at 6%. |
| 2023 | 1 | 5 | $276,878 | $95,417 | $19,083iApproximate average salary by contribution assumption: employee only about $477,085 at 4% or $318,057 at 6%; with 50% employer match about $318,057 at 4% or $212,038 at 6%; with 100% employer match about $238,543 at 4% or $159,028 at 6%. |
| CORNERSTONE PLANNING GROUP, LLC 401(K) PLAN | - | 5 | $276,878 | $95,417 | $19,083iApproximate average salary by contribution assumption: employee only about $477,085 at 4% or $318,057 at 6%; with 50% employer match about $318,057 at 4% or $212,038 at 6%; with 100% employer match about $238,543 at 4% or $159,028 at 6%. |
| 2022 | 1 | 3 | $141,095 | $85,310 | $28,437iApproximate average salary by contribution assumption: employee only about $710,917 at 4% or $473,944 at 6%; with 50% employer match about $473,944 at 4% or $315,963 at 6%; with 100% employer match about $355,458 at 4% or $236,972 at 6%. |
| CORNERSTONE PLANNING GROUP, LLC 401(K) PLAN | - | 3 | $141,095 | $85,310 | $28,437iApproximate average salary by contribution assumption: employee only about $710,917 at 4% or $473,944 at 6%; with 50% employer match about $473,944 at 4% or $315,963 at 6%; with 100% employer match about $355,458 at 4% or $236,972 at 6%. |
| 2021 | 1 | 3 | $69,937 | $51,609 | $17,203iApproximate average salary by contribution assumption: employee only about $430,075 at 4% or $286,717 at 6%; with 50% employer match about $286,717 at 4% or $191,144 at 6%; with 100% employer match about $215,038 at 4% or $143,358 at 6%. |
| CORNERSTONE PLANNING GROUP, LLC 401(K) PLAN | - | 3 | $69,937 | $51,609 | $17,203iApproximate average salary by contribution assumption: employee only about $430,075 at 4% or $286,717 at 6%; with 50% employer match about $286,717 at 4% or $191,144 at 6%; with 100% employer match about $215,038 at 4% or $143,358 at 6%. |
| 2020 | 1 | 2 | $17,465 | $12,139 | $6,070iApproximate average salary by contribution assumption: employee only about $151,738 at 4% or $101,158 at 6%; with 50% employer match about $101,158 at 4% or $67,439 at 6%; with 100% employer match about $75,869 at 4% or $50,579 at 6%. |
| CORNERSTONE PLANNING GROUP, LLC 401(K) PLAN | - | 2 | $17,465 | $12,139 | $6,070iApproximate average salary by contribution assumption: employee only about $151,738 at 4% or $101,158 at 6%; with 50% employer match about $101,158 at 4% or $67,439 at 6%; with 100% employer match about $75,869 at 4% or $50,579 at 6%. |
| 2019 | 1 | 1 | $3,032 | $1,040 | $1,040iApproximate average salary by contribution assumption: employee only about $26,000 at 4% or $17,333 at 6%; with 50% employer match about $17,333 at 4% or $11,556 at 6%; with 100% employer match about $13,000 at 4% or $8,667 at 6%. |
| CORNERSTONE PLANNING GROUP LLC 401K | - | 1 | $3,032 | $1,040 | $1,040iApproximate average salary by contribution assumption: employee only about $26,000 at 4% or $17,333 at 6%; with 50% employer match about $17,333 at 4% or $11,556 at 6%; with 100% employer match about $13,000 at 4% or $8,667 at 6%. |
| 2018 | 1 | 2 | $5,687 | $3,663 | $1,832iApproximate average salary by contribution assumption: employee only about $45,788 at 4% or $30,525 at 6%; with 50% employer match about $30,525 at 4% or $20,350 at 6%; with 100% employer match about $22,894 at 4% or $15,263 at 6%. |
| CORNERSTONE PLANNING GROUP LLC 401K | - | 2 | $5,687 | $3,663 | $1,832iApproximate average salary by contribution assumption: employee only about $45,788 at 4% or $30,525 at 6%; with 50% employer match about $30,525 at 4% or $20,350 at 6%; with 100% employer match about $22,894 at 4% or $15,263 at 6%. |
| 2017 | 1 | 2 | $2,682 | $2,572 | $1,286iApproximate average salary by contribution assumption: employee only about $32,150 at 4% or $21,433 at 6%; with 50% employer match about $21,433 at 4% or $14,289 at 6%; with 100% employer match about $16,075 at 4% or $10,717 at 6%. |
| CORNERSTONE PLANNING GROUP LLC 401K | - | 2 | $2,682 | $2,572 | $1,286iApproximate average salary by contribution assumption: employee only about $32,150 at 4% or $21,433 at 6%; with 50% employer match about $21,433 at 4% or $14,289 at 6%; with 100% employer match about $16,075 at 4% or $10,717 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| CORNERSTONE PLANNING GROUP LLC 401K | - | 0 | $0 | $0 | - |
| 2015 | 1 | 0 | $0 | $0 | - |
| CORNERSTONE PLANNING GROUP LLC 401K | - | 0 | $0 | - | - |