CORNERSTONE WEALTH ADVISORS
Plan context: CORNERSTONE WEALTH ADVISORS 401(K) PLAN
EIN 83-0863397 • Pinehurst, NC • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$497,380
2025 Contributions
$93,950
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 | 3 | $497,380 | $93,950 | $31,317iApproximate average salary by contribution assumption: employee only about $782,917 at 4% or $521,944 at 6%; with 50% employer match about $521,944 at 4% or $347,963 at 6%; with 100% employer match about $391,458 at 4% or $260,972 at 6%. |
| CORNERSTONE WEALTH ADVISORS 401(K) PLAN | - | 3 | $497,380 | $93,950 | $31,317iApproximate average salary by contribution assumption: employee only about $782,917 at 4% or $521,944 at 6%; with 50% employer match about $521,944 at 4% or $347,963 at 6%; with 100% employer match about $391,458 at 4% or $260,972 at 6%. |