Cornerstone Wealth
Plan context: Cornerstone Wealth 401(K) Profit Sharing Plan
EIN 81-4753366 • Williamsburg, VA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$1,128,869
2025 Contributions
$197,169
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 | 12 | $1,128,869 | $197,169 | $16,431iApproximate average salary by contribution assumption: employee only about $410,769 at 4% or $273,846 at 6%; with 50% employer match about $273,846 at 4% or $182,564 at 6%; with 100% employer match about $205,384 at 4% or $136,923 at 6%. |
| Cornerstone Wealth 401(K) Profit Sharing Plan | - | 12 | $1,128,869 | $197,169 | $16,431iApproximate average salary by contribution assumption: employee only about $410,769 at 4% or $273,846 at 6%; with 50% employer match about $273,846 at 4% or $182,564 at 6%; with 100% employer match about $205,384 at 4% or $136,923 at 6%. |
| 2024 | 1 | 11 | $787,632 | $125,238 | $11,385iApproximate average salary by contribution assumption: employee only about $284,632 at 4% or $189,755 at 6%; with 50% employer match about $189,755 at 4% or $126,503 at 6%; with 100% employer match about $142,316 at 4% or $94,877 at 6%. |
| Cornerstone Wealth 401(K) Profit Sharing Plan | - | 11 | $787,632 | $125,238 | $11,385iApproximate average salary by contribution assumption: employee only about $284,632 at 4% or $189,755 at 6%; with 50% employer match about $189,755 at 4% or $126,503 at 6%; with 100% employer match about $142,316 at 4% or $94,877 at 6%. |
| 2023 | 1 | 10 | $586,719 | $125,321 | $12,532iApproximate average salary by contribution assumption: employee only about $313,303 at 4% or $208,868 at 6%; with 50% employer match about $208,868 at 4% or $139,246 at 6%; with 100% employer match about $156,651 at 4% or $104,434 at 6%. |
| Cornerstone Wealth 401(K) Profit Sharing Plan | - | 10 | $586,719 | $125,321 | $12,532iApproximate average salary by contribution assumption: employee only about $313,303 at 4% or $208,868 at 6%; with 50% employer match about $208,868 at 4% or $139,246 at 6%; with 100% employer match about $156,651 at 4% or $104,434 at 6%. |
| 2022 | 1 | 9 | $370,958 | $434,819 | $48,313iApproximate average salary by contribution assumption: employee only about $1,207,831 at 4% or $805,220 at 6%; with 50% employer match about $805,220 at 4% or $536,814 at 6%; with 100% employer match about $603,915 at 4% or $402,610 at 6%. |
| Cornerstone Wealth 401(K) Profit Sharing Plan | - | 9 | $370,958 | $434,819 | $48,313iApproximate average salary by contribution assumption: employee only about $1,207,831 at 4% or $805,220 at 6%; with 50% employer match about $805,220 at 4% or $536,814 at 6%; with 100% employer match about $603,915 at 4% or $402,610 at 6%. |