Civic Intelligence

Cornerstone Portfolios LLC

Plan context: CORNERSTONE PORTFOLIOS LLC 401(K) P/S PLAN

EIN 20-8971462 • Allentown, PA • 17 filings • 4 plans

6201 Hamilton Blvd Ste 209Allentown, PA 18106
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$205,436

2024 Contributions

$78,196

Historical Graphs

Total Assets Over Time

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

$1,005,555$502,778$0200720132024YearValue
$205,436Latest year 2024

Participants Over Time

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

950200720132024YearValue
5Latest 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
202415$205,436$78,196$15,639iApproximate average salary by contribution assumption: employee only about $390,980 at 4% or $260,653 at 6%; with 50% employer match about $260,653 at 4% or $173,769 at 6%; with 100% employer match about $195,490 at 4% or $130,327 at 6%.
CORNERSTONE PORTFOLIOS LLC 401(K) P/S PLAN-5$205,436$78,196$15,639iApproximate average salary by contribution assumption: employee only about $390,980 at 4% or $260,653 at 6%; with 50% employer match about $260,653 at 4% or $173,769 at 6%; with 100% employer match about $195,490 at 4% or $130,327 at 6%.
202316$167,928$78,693$13,116iApproximate average salary by contribution assumption: employee only about $327,888 at 4% or $218,592 at 6%; with 50% employer match about $218,592 at 4% or $145,728 at 6%; with 100% employer match about $163,944 at 4% or $109,296 at 6%.
CORNERSTONE PORTFOLIOS LLC 401(K) P/S PLAN-6$167,928$78,693$13,116iApproximate average salary by contribution assumption: employee only about $327,888 at 4% or $218,592 at 6%; with 50% employer match about $218,592 at 4% or $145,728 at 6%; with 100% employer match about $163,944 at 4% or $109,296 at 6%.
202214$67,532$46,415$11,604iApproximate average salary by contribution assumption: employee only about $290,094 at 4% or $193,396 at 6%; with 50% employer match about $193,396 at 4% or $128,931 at 6%; with 100% employer match about $145,047 at 4% or $96,698 at 6%.
CORNERSTONE PORTFOLIOS LLC 401(K) P/S PLAN-4$67,532$46,415$11,604iApproximate average salary by contribution assumption: employee only about $290,094 at 4% or $193,396 at 6%; with 50% employer match about $193,396 at 4% or $128,931 at 6%; with 100% employer match about $145,047 at 4% or $96,698 at 6%.
202112$32,805$32,239$16,120iApproximate average salary by contribution assumption: employee only about $402,988 at 4% or $268,658 at 6%; with 50% employer match about $268,658 at 4% or $179,106 at 6%; with 100% employer match about $201,494 at 4% or $134,329 at 6%.
CORNERSTONE PORTFOLIOS LLC 401(K) P/S PLAN-2$32,805$32,239$16,120iApproximate average salary by contribution assumption: employee only about $402,988 at 4% or $268,658 at 6%; with 50% employer match about $268,658 at 4% or $179,106 at 6%; with 100% employer match about $201,494 at 4% or $134,329 at 6%.
201620$0$1,757-
Cornerstone Portfolios LLC 401(K) P/S Plan-0$0$1,680-
CORNERSTONE PORTFOLIOS, LLC CASH BALANCE PLAN-0$0$77-
201529$1,005,555$269,154$29,906iApproximate average salary by contribution assumption: employee only about $747,650 at 4% or $498,433 at 6%; with 50% employer match about $498,433 at 4% or $332,289 at 6%; with 100% employer match about $373,825 at 4% or $249,217 at 6%.
Cornerstone Portfolios LLC 401(K) P/S Plan-9$699,676$129,154$14,350iApproximate average salary by contribution assumption: employee only about $358,761 at 4% or $239,174 at 6%; with 50% employer match about $239,174 at 4% or $159,449 at 6%; with 100% employer match about $179,381 at 4% or $119,587 at 6%.
CORNERSTONE PORTFOLIOS, LLC CASH BALANCE PLAN-3$305,879$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
201428$756,959$250,509$31,314iApproximate average salary by contribution assumption: employee only about $782,841 at 4% or $521,894 at 6%; with 50% employer match about $521,894 at 4% or $347,929 at 6%; with 100% employer match about $391,420 at 4% or $260,947 at 6%.
Cornerstone Portfolios LLC 401(K) P/S Plan-8$588,714$82,264$10,283iApproximate average salary by contribution assumption: employee only about $257,075 at 4% or $171,383 at 6%; with 50% employer match about $171,383 at 4% or $114,256 at 6%; with 100% employer match about $128,538 at 4% or $85,692 at 6%.
CORNERSTONE PORTFOLIOS, LLC CASH BALANCE PLAN-2$168,245$168,245$84,123iApproximate average salary by contribution assumption: employee only about $2,103,063 at 4% or $1,402,042 at 6%; with 50% employer match about $1,402,042 at 4% or $934,694 at 6%; with 100% employer match about $1,051,531 at 4% or $701,021 at 6%.
201316$486,377$69,383$11,564iApproximate average salary by contribution assumption: employee only about $289,096 at 4% or $192,731 at 6%; with 50% employer match about $192,731 at 4% or $128,487 at 6%; with 100% employer match about $144,548 at 4% or $96,365 at 6%.
Cornerstone Portfolios LLC 401(K) P/S Plan-6$486,377$69,383$11,564iApproximate average salary by contribution assumption: employee only about $289,096 at 4% or $192,731 at 6%; with 50% employer match about $192,731 at 4% or $128,487 at 6%; with 100% employer match about $144,548 at 4% or $96,365 at 6%.
201216$345,849$28,958$4,826iApproximate average salary by contribution assumption: employee only about $120,658 at 4% or $80,439 at 6%; with 50% employer match about $80,439 at 4% or $53,626 at 6%; with 100% employer match about $60,329 at 4% or $40,219 at 6%.
Cornerstone Portfolios LLC 401(K) P/S Plan-6$345,849$28,958$4,826iApproximate average salary by contribution assumption: employee only about $120,658 at 4% or $80,439 at 6%; with 50% employer match about $80,439 at 4% or $53,626 at 6%; with 100% employer match about $60,329 at 4% or $40,219 at 6%.
201116$277,907$16,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
Cornerstone Portfolios LLC 401(K) P/S Plan-6$277,907$16,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
201015$280,540$37,450$7,490iApproximate average salary by contribution assumption: employee only about $187,250 at 4% or $124,833 at 6%; with 50% employer match about $124,833 at 4% or $83,222 at 6%; with 100% employer match about $93,625 at 4% or $62,417 at 6%.
Cornerstone Portfolios LLC 401(K) P/S Plan-5$280,540$37,450$7,490iApproximate average salary by contribution assumption: employee only about $187,250 at 4% or $124,833 at 6%; with 50% employer match about $124,833 at 4% or $83,222 at 6%; with 100% employer match about $93,625 at 4% or $62,417 at 6%.
200916$217,009$50,508$8,418iApproximate average salary by contribution assumption: employee only about $210,450 at 4% or $140,300 at 6%; with 50% employer match about $140,300 at 4% or $93,533 at 6%; with 100% employer match about $105,225 at 4% or $70,150 at 6%.
Cornerstone Portfolios LLC 401(K) P/S Plan-6$217,009$50,508$8,418iApproximate average salary by contribution assumption: employee only about $210,450 at 4% or $140,300 at 6%; with 50% employer match about $140,300 at 4% or $93,533 at 6%; with 100% employer match about $105,225 at 4% or $70,150 at 6%.
200812$132,915$121,685$60,843iApproximate average salary by contribution assumption: employee only about $1,521,063 at 4% or $1,014,042 at 6%; with 50% employer match about $1,014,042 at 4% or $676,028 at 6%; with 100% employer match about $760,531 at 4% or $507,021 at 6%.
Cornerstone Portfolios LLC 401(K) P/S Plan-2$132,915$121,685$60,843iApproximate average salary by contribution assumption: employee only about $1,521,063 at 4% or $1,014,042 at 6%; with 50% employer match about $1,014,042 at 4% or $676,028 at 6%; with 100% employer match about $760,531 at 4% or $507,021 at 6%.
200714$39,730$38,857$9,714iApproximate average salary by contribution assumption: employee only about $242,856 at 4% or $161,904 at 6%; with 50% employer match about $161,904 at 4% or $107,936 at 6%; with 100% employer match about $121,428 at 4% or $80,952 at 6%.
Cornerstone Portfolios LLC 401(K) P/S Plan-4$39,730$38,857$9,714iApproximate average salary by contribution assumption: employee only about $242,856 at 4% or $161,904 at 6%; with 50% employer match about $161,904 at 4% or $107,936 at 6%; with 100% employer match about $121,428 at 4% or $80,952 at 6%.