Civic Intelligence

Cornerstone Wealth Management LLC

Plan context: Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan

EIN 33-0860999 • San Diego, CA • 16 filings • 2 plans

16935 W. Bernardo Dr., Ste 260San Diego, CA 92127
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$1,109,713

2020 Contributions

$128,070

Historical Graphs

Total Assets Over Time

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

$1,377,158$688,579$0200520122019YearValue
$1,109,713Latest year 2019

Participants Over Time

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

950200520122019YearValue
7Latest year 2019

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
202010$0$0-
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-0$0$0-
201917$1,109,713$0-
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-7$1,109,713$0-
201818$1,377,158$128,070$16,009iApproximate average salary by contribution assumption: employee only about $400,219 at 4% or $266,813 at 6%; with 50% employer match about $266,813 at 4% or $177,875 at 6%; with 100% employer match about $200,109 at 4% or $133,406 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-8$1,377,158$128,070$16,009iApproximate average salary by contribution assumption: employee only about $400,219 at 4% or $266,813 at 6%; with 50% employer match about $266,813 at 4% or $177,875 at 6%; with 100% employer match about $200,109 at 4% or $133,406 at 6%.
201718$1,277,874$123,627$15,453iApproximate average salary by contribution assumption: employee only about $386,334 at 4% or $257,556 at 6%; with 50% employer match about $257,556 at 4% or $171,704 at 6%; with 100% employer match about $193,167 at 4% or $128,778 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-8$1,277,874$123,627$15,453iApproximate average salary by contribution assumption: employee only about $386,334 at 4% or $257,556 at 6%; with 50% employer match about $257,556 at 4% or $171,704 at 6%; with 100% employer match about $193,167 at 4% or $128,778 at 6%.
201619$1,136,490$122,734$13,637iApproximate average salary by contribution assumption: employee only about $340,928 at 4% or $227,285 at 6%; with 50% employer match about $227,285 at 4% or $151,523 at 6%; with 100% employer match about $170,464 at 4% or $113,643 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-9$1,136,490$122,734$13,637iApproximate average salary by contribution assumption: employee only about $340,928 at 4% or $227,285 at 6%; with 50% employer match about $227,285 at 4% or $151,523 at 6%; with 100% employer match about $170,464 at 4% or $113,643 at 6%.
201519$985,881$118,312$13,146iApproximate average salary by contribution assumption: employee only about $328,644 at 4% or $219,096 at 6%; with 50% employer match about $219,096 at 4% or $146,064 at 6%; with 100% employer match about $164,322 at 4% or $109,548 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-9$985,881$118,312$13,146iApproximate average salary by contribution assumption: employee only about $328,644 at 4% or $219,096 at 6%; with 50% employer match about $219,096 at 4% or $146,064 at 6%; with 100% employer match about $164,322 at 4% or $109,548 at 6%.
201418$891,822$109,671$13,709iApproximate average salary by contribution assumption: employee only about $342,722 at 4% or $228,481 at 6%; with 50% employer match about $228,481 at 4% or $152,321 at 6%; with 100% employer match about $171,361 at 4% or $114,241 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-8$891,822$109,671$13,709iApproximate average salary by contribution assumption: employee only about $342,722 at 4% or $228,481 at 6%; with 50% employer match about $228,481 at 4% or $152,321 at 6%; with 100% employer match about $171,361 at 4% or $114,241 at 6%.
201318$889,119$117,307$14,663iApproximate average salary by contribution assumption: employee only about $366,584 at 4% or $244,390 at 6%; with 50% employer match about $244,390 at 4% or $162,926 at 6%; with 100% employer match about $183,292 at 4% or $122,195 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-8$889,119$117,307$14,663iApproximate average salary by contribution assumption: employee only about $366,584 at 4% or $244,390 at 6%; with 50% employer match about $244,390 at 4% or $162,926 at 6%; with 100% employer match about $183,292 at 4% or $122,195 at 6%.
201218$739,304$119,450$14,931iApproximate average salary by contribution assumption: employee only about $373,281 at 4% or $248,854 at 6%; with 50% employer match about $248,854 at 4% or $165,903 at 6%; with 100% employer match about $186,641 at 4% or $124,427 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-8$739,304$119,450$14,931iApproximate average salary by contribution assumption: employee only about $373,281 at 4% or $248,854 at 6%; with 50% employer match about $248,854 at 4% or $165,903 at 6%; with 100% employer match about $186,641 at 4% or $124,427 at 6%.
201117$588,508$116,104$16,586iApproximate average salary by contribution assumption: employee only about $414,657 at 4% or $276,438 at 6%; with 50% employer match about $276,438 at 4% or $184,292 at 6%; with 100% employer match about $207,329 at 4% or $138,219 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-7$588,508$116,104$16,586iApproximate average salary by contribution assumption: employee only about $414,657 at 4% or $276,438 at 6%; with 50% employer match about $276,438 at 4% or $184,292 at 6%; with 100% employer match about $207,329 at 4% or $138,219 at 6%.
201017$482,133$117,361$16,766iApproximate average salary by contribution assumption: employee only about $419,146 at 4% or $279,431 at 6%; with 50% employer match about $279,431 at 4% or $186,287 at 6%; with 100% employer match about $209,573 at 4% or $139,715 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-7$482,133$117,361$16,766iApproximate average salary by contribution assumption: employee only about $419,146 at 4% or $279,431 at 6%; with 50% employer match about $279,431 at 4% or $186,287 at 6%; with 100% employer match about $209,573 at 4% or $139,715 at 6%.
200916$356,852$108,747$18,125iApproximate average salary by contribution assumption: employee only about $453,113 at 4% or $302,075 at 6%; with 50% employer match about $302,075 at 4% or $201,383 at 6%; with 100% employer match about $226,556 at 4% or $151,038 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-6$356,852$108,747$18,125iApproximate average salary by contribution assumption: employee only about $453,113 at 4% or $302,075 at 6%; with 50% employer match about $302,075 at 4% or $201,383 at 6%; with 100% employer match about $226,556 at 4% or $151,038 at 6%.
200817$235,325$115,333$16,476iApproximate average salary by contribution assumption: employee only about $411,904 at 4% or $274,602 at 6%; with 50% employer match about $274,602 at 4% or $183,068 at 6%; with 100% employer match about $205,952 at 4% or $137,301 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-7$235,325$115,333$16,476iApproximate average salary by contribution assumption: employee only about $411,904 at 4% or $274,602 at 6%; with 50% employer match about $274,602 at 4% or $183,068 at 6%; with 100% employer match about $205,952 at 4% or $137,301 at 6%.
200715$223,705$99,552$19,910iApproximate average salary by contribution assumption: employee only about $497,760 at 4% or $331,840 at 6%; with 50% employer match about $331,840 at 4% or $221,227 at 6%; with 100% employer match about $248,880 at 4% or $165,920 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-5$223,705$99,552$19,910iApproximate average salary by contribution assumption: employee only about $497,760 at 4% or $331,840 at 6%; with 50% employer match about $331,840 at 4% or $221,227 at 6%; with 100% employer match about $248,880 at 4% or $165,920 at 6%.
200613$123,470$70,621$23,540iApproximate average salary by contribution assumption: employee only about $588,508 at 4% or $392,339 at 6%; with 50% employer match about $392,339 at 4% or $261,559 at 6%; with 100% employer match about $294,254 at 4% or $196,169 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-3$123,470$70,621$23,540iApproximate average salary by contribution assumption: employee only about $588,508 at 4% or $392,339 at 6%; with 50% employer match about $392,339 at 4% or $261,559 at 6%; with 100% employer match about $294,254 at 4% or $196,169 at 6%.
200514$54,200$54,200$13,550iApproximate average salary by contribution assumption: employee only about $338,750 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,556 at 6%; with 100% employer match about $169,375 at 4% or $112,917 at 6%.
Cornerstone Wealth Management LLC 401(K) Profit Sharing Plan-4$54,200$54,200$13,550iApproximate average salary by contribution assumption: employee only about $338,750 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,556 at 6%; with 100% employer match about $169,375 at 4% or $112,917 at 6%.