Cornerstone Wealth Advisory and Insurance Services LLC
Plan context: Cornerstone Wealth 401(K) Plan
EIN 47-1105678 • Erie, PA • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$741,599
2024 Contributions
$48,931
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $741,599 | $48,931 | $9,786iApproximate average salary by contribution assumption: employee only about $244,655 at 4% or $163,103 at 6%; with 50% employer match about $163,103 at 4% or $108,736 at 6%; with 100% employer match about $122,328 at 4% or $81,552 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 5 | $741,599 | $48,931 | $9,786iApproximate average salary by contribution assumption: employee only about $244,655 at 4% or $163,103 at 6%; with 50% employer match about $163,103 at 4% or $108,736 at 6%; with 100% employer match about $122,328 at 4% or $81,552 at 6%. |
| 2023 | 1 | 5 | $615,112 | $32,104 | $6,421iApproximate average salary by contribution assumption: employee only about $160,520 at 4% or $107,013 at 6%; with 50% employer match about $107,013 at 4% or $71,342 at 6%; with 100% employer match about $80,260 at 4% or $53,507 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 5 | $615,112 | $32,104 | $6,421iApproximate average salary by contribution assumption: employee only about $160,520 at 4% or $107,013 at 6%; with 50% employer match about $107,013 at 4% or $71,342 at 6%; with 100% employer match about $80,260 at 4% or $53,507 at 6%. |
| 2022 | 1 | 5 | $496,158 | $31,722 | $6,344iApproximate average salary by contribution assumption: employee only about $158,610 at 4% or $105,740 at 6%; with 50% employer match about $105,740 at 4% or $70,493 at 6%; with 100% employer match about $79,305 at 4% or $52,870 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 5 | $496,158 | $31,722 | $6,344iApproximate average salary by contribution assumption: employee only about $158,610 at 4% or $105,740 at 6%; with 50% employer match about $105,740 at 4% or $70,493 at 6%; with 100% employer match about $79,305 at 4% or $52,870 at 6%. |
| 2021 | 1 | 3 | $552,523 | $106,140 | $35,380iApproximate average salary by contribution assumption: employee only about $884,500 at 4% or $589,667 at 6%; with 50% employer match about $589,667 at 4% or $393,111 at 6%; with 100% employer match about $442,250 at 4% or $294,833 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 3 | $552,523 | $106,140 | $35,380iApproximate average salary by contribution assumption: employee only about $884,500 at 4% or $589,667 at 6%; with 50% employer match about $589,667 at 4% or $393,111 at 6%; with 100% employer match about $442,250 at 4% or $294,833 at 6%. |
| 2020 | 1 | 3 | $379,254 | $17,499 | $5,833iApproximate average salary by contribution assumption: employee only about $145,825 at 4% or $97,217 at 6%; with 50% employer match about $97,217 at 4% or $64,811 at 6%; with 100% employer match about $72,913 at 4% or $48,608 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 3 | $379,254 | $17,499 | $5,833iApproximate average salary by contribution assumption: employee only about $145,825 at 4% or $97,217 at 6%; with 50% employer match about $97,217 at 4% or $64,811 at 6%; with 100% employer match about $72,913 at 4% or $48,608 at 6%. |
| 2019 | 1 | 2 | $316,429 | $3,942 | $1,971iApproximate average salary by contribution assumption: employee only about $49,275 at 4% or $32,850 at 6%; with 50% employer match about $32,850 at 4% or $21,900 at 6%; with 100% employer match about $24,638 at 4% or $16,425 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 2 | $316,429 | $3,942 | $1,971iApproximate average salary by contribution assumption: employee only about $49,275 at 4% or $32,850 at 6%; with 50% employer match about $32,850 at 4% or $21,900 at 6%; with 100% employer match about $24,638 at 4% or $16,425 at 6%. |
| 2018 | 1 | 2 | $257,590 | $0 | - |
| Cornerstone Wealth 401(K) Plan | - | 2 | $257,590 | - | - |
| 2017 | 1 | 3 | $275,916 | $8,223 | $2,741iApproximate average salary by contribution assumption: employee only about $68,525 at 4% or $45,683 at 6%; with 50% employer match about $45,683 at 4% or $30,456 at 6%; with 100% employer match about $34,263 at 4% or $22,842 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 3 | $275,916 | $8,223 | $2,741iApproximate average salary by contribution assumption: employee only about $68,525 at 4% or $45,683 at 6%; with 50% employer match about $45,683 at 4% or $30,456 at 6%; with 100% employer match about $34,263 at 4% or $22,842 at 6%. |
| 2016 | 1 | 4 | $231,243 | $1,567 | $392iApproximate average salary by contribution assumption: employee only about $9,794 at 4% or $6,529 at 6%; with 50% employer match about $6,529 at 4% or $4,353 at 6%; with 100% employer match about $4,897 at 4% or $3,265 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 4 | $231,243 | $1,567 | $392iApproximate average salary by contribution assumption: employee only about $9,794 at 4% or $6,529 at 6%; with 50% employer match about $6,529 at 4% or $4,353 at 6%; with 100% employer match about $4,897 at 4% or $3,265 at 6%. |
| 2015 | 1 | 4 | $405,549 | $4,310 | $1,078iApproximate average salary by contribution assumption: employee only about $26,938 at 4% or $17,958 at 6%; with 50% employer match about $17,958 at 4% or $11,972 at 6%; with 100% employer match about $13,469 at 4% or $8,979 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 4 | $405,549 | $4,310 | $1,078iApproximate average salary by contribution assumption: employee only about $26,938 at 4% or $17,958 at 6%; with 50% employer match about $17,958 at 4% or $11,972 at 6%; with 100% employer match about $13,469 at 4% or $8,979 at 6%. |
| 2014 | 1 | 2 | $407,288 | $401,953 | $200,977iApproximate average salary by contribution assumption: employee only about $5,024,413 at 4% or $3,349,608 at 6%; with 50% employer match about $3,349,608 at 4% or $2,233,072 at 6%; with 100% employer match about $2,512,206 at 4% or $1,674,804 at 6%. |
| Cornerstone Wealth 401(K) Plan | - | 2 | $407,288 | $401,953 | $200,977iApproximate average salary by contribution assumption: employee only about $5,024,413 at 4% or $3,349,608 at 6%; with 50% employer match about $3,349,608 at 4% or $2,233,072 at 6%; with 100% employer match about $2,512,206 at 4% or $1,674,804 at 6%. |