CORNERSTONE WEALTH PLANNING
Plan context: CORNERSTONE WEALTH PLANNING 401(K) PLAN
EIN 46-2108723 • Charlotte, NC • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$508,930
2025 Contributions
$122,718
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 | 13 | $508,930 | $122,718 | $9,440iApproximate average salary by contribution assumption: employee only about $235,996 at 4% or $157,331 at 6%; with 50% employer match about $157,331 at 4% or $104,887 at 6%; with 100% employer match about $117,998 at 4% or $78,665 at 6%. |
| CORNERSTONE WEALTH PLANNING 401(K) PLAN | - | 13 | $508,930 | $122,718 | $9,440iApproximate average salary by contribution assumption: employee only about $235,996 at 4% or $157,331 at 6%; with 50% employer match about $157,331 at 4% or $104,887 at 6%; with 100% employer match about $117,998 at 4% or $78,665 at 6%. |
| 2024 | 1 | 12 | $322,438 | $110,596 | $9,216iApproximate average salary by contribution assumption: employee only about $230,408 at 4% or $153,606 at 6%; with 50% employer match about $153,606 at 4% or $102,404 at 6%; with 100% employer match about $115,204 at 4% or $76,803 at 6%. |
| CORNERSTONE WEALTH PLANNING 401(K) PLAN | - | 12 | $322,438 | $110,596 | $9,216iApproximate average salary by contribution assumption: employee only about $230,408 at 4% or $153,606 at 6%; with 50% employer match about $153,606 at 4% or $102,404 at 6%; with 100% employer match about $115,204 at 4% or $76,803 at 6%. |
| 2023 | 1 | 11 | $170,375 | $74,965 | $6,815iApproximate average salary by contribution assumption: employee only about $170,375 at 4% or $113,583 at 6%; with 50% employer match about $113,583 at 4% or $75,722 at 6%; with 100% employer match about $85,188 at 4% or $56,792 at 6%. |
| CORNERSTONE WEALTH PLANNING 401(K) PLAN | - | 11 | $170,375 | $74,965 | $6,815iApproximate average salary by contribution assumption: employee only about $170,375 at 4% or $113,583 at 6%; with 50% employer match about $113,583 at 4% or $75,722 at 6%; with 100% employer match about $85,188 at 4% or $56,792 at 6%. |
| 2022 | 1 | 9 | $72,117 | $48,424 | $5,380iApproximate average salary by contribution assumption: employee only about $134,511 at 4% or $89,674 at 6%; with 50% employer match about $89,674 at 4% or $59,783 at 6%; with 100% employer match about $67,256 at 4% or $44,837 at 6%. |
| CORNERSTONE WEALTH PLANNING 401(K) PLAN | - | 9 | $72,117 | $48,424 | $5,380iApproximate average salary by contribution assumption: employee only about $134,511 at 4% or $89,674 at 6%; with 50% employer match about $89,674 at 4% or $59,783 at 6%; with 100% employer match about $67,256 at 4% or $44,837 at 6%. |
| 2021 | 1 | 8 | $30,982 | $29,137 | $3,642iApproximate average salary by contribution assumption: employee only about $91,053 at 4% or $60,702 at 6%; with 50% employer match about $60,702 at 4% or $40,468 at 6%; with 100% employer match about $45,527 at 4% or $30,351 at 6%. |
| CORNERSTONE WEALTH PLANNING 401(K) PLAN | - | 8 | $30,982 | $29,137 | $3,642iApproximate average salary by contribution assumption: employee only about $91,053 at 4% or $60,702 at 6%; with 50% employer match about $60,702 at 4% or $40,468 at 6%; with 100% employer match about $45,527 at 4% or $30,351 at 6%. |