Cornerstone Wealth Management LLC
Plan context: Cornerstone Wealth Management LLC Retirement Plan
EIN 82-4029653 • Canby, OR • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$2,977,377
2024 Contributions
$175,169
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $2,977,377 | $175,169 | $25,024iApproximate average salary by contribution assumption: employee only about $625,604 at 4% or $417,069 at 6%; with 50% employer match about $417,069 at 4% or $278,046 at 6%; with 100% employer match about $312,802 at 4% or $208,535 at 6%. |
| Cornerstone Wealth Management LLC Retirement Plan | - | 7 | $2,977,377 | $175,169 | $25,024iApproximate average salary by contribution assumption: employee only about $625,604 at 4% or $417,069 at 6%; with 50% employer match about $417,069 at 4% or $278,046 at 6%; with 100% employer match about $312,802 at 4% or $208,535 at 6%. |
| 2023 | 1 | 7 | $4,071,103 | $160,240 | $22,891iApproximate average salary by contribution assumption: employee only about $572,286 at 4% or $381,524 at 6%; with 50% employer match about $381,524 at 4% or $254,349 at 6%; with 100% employer match about $286,143 at 4% or $190,762 at 6%. |
| Cornerstone Wealth Management LLC Retirement Plan | - | 7 | $4,071,103 | $160,240 | $22,891iApproximate average salary by contribution assumption: employee only about $572,286 at 4% or $381,524 at 6%; with 50% employer match about $381,524 at 4% or $254,349 at 6%; with 100% employer match about $286,143 at 4% or $190,762 at 6%. |
| 2022 | 1 | 5 | $3,178,593 | $151,775 | $30,355iApproximate average salary by contribution assumption: employee only about $758,875 at 4% or $505,917 at 6%; with 50% employer match about $505,917 at 4% or $337,278 at 6%; with 100% employer match about $379,438 at 4% or $252,958 at 6%. |
| Cornerstone Wealth Management LLC Retirement Plan | - | 5 | $3,178,593 | $151,775 | $30,355iApproximate average salary by contribution assumption: employee only about $758,875 at 4% or $505,917 at 6%; with 50% employer match about $505,917 at 4% or $337,278 at 6%; with 100% employer match about $379,438 at 4% or $252,958 at 6%. |
| 2021 | 1 | 5 | $3,650,874 | $146,704 | $29,341iApproximate average salary by contribution assumption: employee only about $733,520 at 4% or $489,013 at 6%; with 50% employer match about $489,013 at 4% or $326,009 at 6%; with 100% employer match about $366,760 at 4% or $244,507 at 6%. |
| Cornerstone Wealth Management LLC Retirement Plan | - | 5 | $3,650,874 | $146,704 | $29,341iApproximate average salary by contribution assumption: employee only about $733,520 at 4% or $489,013 at 6%; with 50% employer match about $489,013 at 4% or $326,009 at 6%; with 100% employer match about $366,760 at 4% or $244,507 at 6%. |
| 2020 | 1 | 5 | $2,893,583 | $142,844 | $28,569iApproximate average salary by contribution assumption: employee only about $714,220 at 4% or $476,147 at 6%; with 50% employer match about $476,147 at 4% or $317,431 at 6%; with 100% employer match about $357,110 at 4% or $238,073 at 6%. |
| Cornerstone Wealth Management LLC Retirement Plan | - | 5 | $2,893,583 | $142,844 | $28,569iApproximate average salary by contribution assumption: employee only about $714,220 at 4% or $476,147 at 6%; with 50% employer match about $476,147 at 4% or $317,431 at 6%; with 100% employer match about $357,110 at 4% or $238,073 at 6%. |
| 2019 | 1 | 4 | $1,939,565 | $98,377 | $24,594iApproximate average salary by contribution assumption: employee only about $614,856 at 4% or $409,904 at 6%; with 50% employer match about $409,904 at 4% or $273,269 at 6%; with 100% employer match about $307,428 at 4% or $204,952 at 6%. |
| Cornerstone Wealth Management LLC Retirement Plan | - | 4 | $1,939,565 | $98,377 | $24,594iApproximate average salary by contribution assumption: employee only about $614,856 at 4% or $409,904 at 6%; with 50% employer match about $409,904 at 4% or $273,269 at 6%; with 100% employer match about $307,428 at 4% or $204,952 at 6%. |
| 2018 | 1 | 2 | $1,300,938 | $80,887 | $40,444iApproximate average salary by contribution assumption: employee only about $1,011,088 at 4% or $674,058 at 6%; with 50% employer match about $674,058 at 4% or $449,372 at 6%; with 100% employer match about $505,544 at 4% or $337,029 at 6%. |
| Cornerstone Wealth Management LLC Retirement Plan | - | 2 | $1,300,938 | $80,887 | $40,444iApproximate average salary by contribution assumption: employee only about $1,011,088 at 4% or $674,058 at 6%; with 50% employer match about $674,058 at 4% or $449,372 at 6%; with 100% employer match about $505,544 at 4% or $337,029 at 6%. |