Civic Intelligence

Cornerstone Financial Advisors Limited Partnership

Plan context: Cornerstone Financial Advisors Savings Plan

EIN 36-3709555 • Barrington, IL • 16 filings • 2 plans

777 Lake Zurich Road, Suite 100Barrington, IL 60010
Current Snapshot

Latest Year

2010

2010 Participants

8

2010 Assets

$3,059,764

2010 Contributions

$56,964

Historical Graphs

Total Assets Over Time

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

$3,324,415$1,662,208$0199920042009YearValue
$3,059,764Latest year 2009

Participants Over Time

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

1680199920042009YearValue
8Latest year 2009

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
201010$0$56,964-
Cornerstone Financial Advisors Savings Plan-0$0$56,964-
200918$3,059,764$263,484$32,936iApproximate average salary by contribution assumption: employee only about $823,388 at 4% or $548,925 at 6%; with 50% employer match about $548,925 at 4% or $365,950 at 6%; with 100% employer match about $411,694 at 4% or $274,463 at 6%.
Cornerstone Financial Advisors Savings Plan-8$3,059,764$263,484$32,936iApproximate average salary by contribution assumption: employee only about $823,388 at 4% or $548,925 at 6%; with 50% employer match about $548,925 at 4% or $365,950 at 6%; with 100% employer match about $411,694 at 4% or $274,463 at 6%.
200817$0$0-
Cornerstone Financial Advisors Savings Plan-7---
200718$0$0-
Cornerstone Financial Advisors Savings Plan-8---
200618$2,779,150$262,090$32,761iApproximate average salary by contribution assumption: employee only about $819,031 at 4% or $546,021 at 6%; with 50% employer match about $546,021 at 4% or $364,014 at 6%; with 100% employer match about $409,516 at 4% or $273,010 at 6%.
Cornerstone Financial Advisors Savings Plan-8$2,779,150$262,090$32,761iApproximate average salary by contribution assumption: employee only about $819,031 at 4% or $546,021 at 6%; with 50% employer match about $546,021 at 4% or $364,014 at 6%; with 100% employer match about $409,516 at 4% or $273,010 at 6%.
2005110$3,324,415$337,283$33,728iApproximate average salary by contribution assumption: employee only about $843,208 at 4% or $562,138 at 6%; with 50% employer match about $562,138 at 4% or $374,759 at 6%; with 100% employer match about $421,604 at 4% or $281,069 at 6%.
Cornerstone Financial Advisors Savings Plan-10$3,324,415$337,283$33,728iApproximate average salary by contribution assumption: employee only about $843,208 at 4% or $562,138 at 6%; with 50% employer match about $562,138 at 4% or $374,759 at 6%; with 100% employer match about $421,604 at 4% or $281,069 at 6%.
2004112$3,085,685$275,748$22,979iApproximate average salary by contribution assumption: employee only about $574,475 at 4% or $382,983 at 6%; with 50% employer match about $382,983 at 4% or $255,322 at 6%; with 100% employer match about $287,238 at 4% or $191,492 at 6%.
Cornerstone Financial Advisors Savings Plan-12$3,085,685$275,748$22,979iApproximate average salary by contribution assumption: employee only about $574,475 at 4% or $382,983 at 6%; with 50% employer match about $382,983 at 4% or $255,322 at 6%; with 100% employer match about $287,238 at 4% or $191,492 at 6%.
2003116$0$0-
Cornerstone Financial Advisors Savings Plan-16---
2002216$2,411,042$466,961$29,185iApproximate average salary by contribution assumption: employee only about $729,627 at 4% or $486,418 at 6%; with 50% employer match about $486,418 at 4% or $324,278 at 6%; with 100% employer match about $364,813 at 4% or $243,209 at 6%.
Cornerstone Financial Advisors Savings Plan-16$2,411,042$466,961$29,185iApproximate average salary by contribution assumption: employee only about $729,627 at 4% or $486,418 at 6%; with 50% employer match about $486,418 at 4% or $324,278 at 6%; with 100% employer match about $364,813 at 4% or $243,209 at 6%.
Cornerstone Financial Advisors Pension Plan-0---
2001214$0$0-
Cornerstone Financial Advisors Savings Plan-14---
Cornerstone Financial Advisors Pension Plan-14---
2000213$2,108,406$302,172$23,244iApproximate average salary by contribution assumption: employee only about $581,100 at 4% or $387,400 at 6%; with 50% employer match about $387,400 at 4% or $258,267 at 6%; with 100% employer match about $290,550 at 4% or $193,700 at 6%.
Cornerstone Financial Advisors Savings Plan-13$1,874,537$237,502$18,269iApproximate average salary by contribution assumption: employee only about $456,735 at 4% or $304,490 at 6%; with 50% employer match about $304,490 at 4% or $202,993 at 6%; with 100% employer match about $228,367 at 4% or $152,245 at 6%.
Cornerstone Financial Advisors Pension Plan-13$233,869$64,670$4,975iApproximate average salary by contribution assumption: employee only about $124,365 at 4% or $82,910 at 6%; with 50% employer match about $82,910 at 4% or $55,274 at 6%; with 100% employer match about $62,183 at 4% or $41,455 at 6%.
1999212$2,025,403$266,610$22,218iApproximate average salary by contribution assumption: employee only about $555,438 at 4% or $370,292 at 6%; with 50% employer match about $370,292 at 4% or $246,861 at 6%; with 100% employer match about $277,719 at 4% or $185,146 at 6%.
Cornerstone Financial Advisors Savings Plan-12$1,840,823$211,555$17,630iApproximate average salary by contribution assumption: employee only about $440,740 at 4% or $293,826 at 6%; with 50% employer match about $293,826 at 4% or $195,884 at 6%; with 100% employer match about $220,370 at 4% or $146,913 at 6%.
Cornerstone Financial Advisors Pension Plan-12$184,580$55,055$4,588iApproximate average salary by contribution assumption: employee only about $114,698 at 4% or $76,465 at 6%; with 50% employer match about $76,465 at 4% or $50,977 at 6%; with 100% employer match about $57,349 at 4% or $38,233 at 6%.