Civic Intelligence

Cornerstone Financial Planning LLC

Plan context: Cornerstone Financial Planning LLC 401(K) Plan

EIN 82-0525038 • Nampa, ID • 8 filings • 1 plans

2241 S Preakness WayNampa, ID 83686
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$706,335

2022 Contributions

$870

Historical Graphs

Total Assets Over Time

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

$706,335$353,168$0201520182021YearValue
$706,335Latest year 2021

Participants Over Time

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

210201520182021YearValue
2Latest year 2021

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
202210$0$0-
Cornerstone Financial Planning LLC 401(K) Plan-0$0--
202112$706,335$870$435iApproximate average salary by contribution assumption: employee only about $10,875 at 4% or $7,250 at 6%; with 50% employer match about $7,250 at 4% or $4,833 at 6%; with 100% employer match about $5,438 at 4% or $3,625 at 6%.
Cornerstone Financial Planning LLC 401(K) Plan-2$706,335$870$435iApproximate average salary by contribution assumption: employee only about $10,875 at 4% or $7,250 at 6%; with 50% employer match about $7,250 at 4% or $4,833 at 6%; with 100% employer match about $5,438 at 4% or $3,625 at 6%.
202012$636,867$870$435iApproximate average salary by contribution assumption: employee only about $10,875 at 4% or $7,250 at 6%; with 50% employer match about $7,250 at 4% or $4,833 at 6%; with 100% employer match about $5,438 at 4% or $3,625 at 6%.
Cornerstone Financial Planning LLC 401(K) Plan-2$636,867$870$435iApproximate average salary by contribution assumption: employee only about $10,875 at 4% or $7,250 at 6%; with 50% employer match about $7,250 at 4% or $4,833 at 6%; with 100% employer match about $5,438 at 4% or $3,625 at 6%.
201911$471,373$40,581$40,581iApproximate average salary by contribution assumption: employee only about $1,014,525 at 4% or $676,350 at 6%; with 50% employer match about $676,350 at 4% or $450,900 at 6%; with 100% employer match about $507,263 at 4% or $338,175 at 6%.
Cornerstone Financial Planning LLC 401(K) Plan-1$471,373$40,581$40,581iApproximate average salary by contribution assumption: employee only about $1,014,525 at 4% or $676,350 at 6%; with 50% employer match about $676,350 at 4% or $450,900 at 6%; with 100% employer match about $507,263 at 4% or $338,175 at 6%.
201811$363,451$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Cornerstone Financial Planning LLC 401(K) Plan-1$363,451$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201711$302,431$44,500$44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%.
Cornerstone Financial Planning LLC 401(K) Plan-1$302,431$44,500$44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%.
201612$216,545$39,318$19,659iApproximate average salary by contribution assumption: employee only about $491,475 at 4% or $327,650 at 6%; with 50% employer match about $327,650 at 4% or $218,433 at 6%; with 100% employer match about $245,738 at 4% or $163,825 at 6%.
Cornerstone Financial Planning LLC 401(K) Plan-2$216,545$39,318$19,659iApproximate average salary by contribution assumption: employee only about $491,475 at 4% or $327,650 at 6%; with 50% employer match about $327,650 at 4% or $218,433 at 6%; with 100% employer match about $245,738 at 4% or $163,825 at 6%.
201511$178,118$261,667$261,667iApproximate average salary by contribution assumption: employee only about $6,541,675 at 4% or $4,361,117 at 6%; with 50% employer match about $4,361,117 at 4% or $2,907,411 at 6%; with 100% employer match about $3,270,838 at 4% or $2,180,558 at 6%.
Cornerstone Financial Planning LLC 401(K) Plan-1$178,118$261,667$261,667iApproximate average salary by contribution assumption: employee only about $6,541,675 at 4% or $4,361,117 at 6%; with 50% employer match about $4,361,117 at 4% or $2,907,411 at 6%; with 100% employer match about $3,270,838 at 4% or $2,180,558 at 6%.