Civic Intelligence

Cornerstone Wealth LLC

Plan context: Cornerstone Wealth LLC 401(K) Plan

EIN 84-3634133 • Greeneville, TN • 12 filings • 2 plans

517 N Main StGreeneville, TN 37745
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,279,324

2025 Contributions

$232,612

Historical Graphs

Total Assets Over Time

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

$1,279,324$639,662$0202020232025YearValue
$1,279,324Latest year 2025

Participants Over Time

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

630202020232025YearValue
5Latest year 2025

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
202525$1,279,324$232,612$46,522iApproximate average salary by contribution assumption: employee only about $1,163,060 at 4% or $775,373 at 6%; with 50% employer match about $775,373 at 4% or $516,916 at 6%; with 100% employer match about $581,530 at 4% or $387,687 at 6%.
Cornerstone Wealth LLC 401(K) Plan-5$692,233$139,764$27,953iApproximate average salary by contribution assumption: employee only about $698,820 at 4% or $465,880 at 6%; with 50% employer match about $465,880 at 4% or $310,587 at 6%; with 100% employer match about $349,410 at 4% or $232,940 at 6%.
Cornerstone Wealth LLC Cash Balance Pension Plan-5$587,091$92,848$18,570iApproximate average salary by contribution assumption: employee only about $464,240 at 4% or $309,493 at 6%; with 50% employer match about $309,493 at 4% or $206,329 at 6%; with 100% employer match about $232,120 at 4% or $154,747 at 6%.
202426$928,235$201,993$33,666iApproximate average salary by contribution assumption: employee only about $841,638 at 4% or $561,092 at 6%; with 50% employer match about $561,092 at 4% or $374,061 at 6%; with 100% employer match about $420,819 at 4% or $280,546 at 6%.
Cornerstone Wealth LLC 401(K) Plan-6$471,482$110,650$18,442iApproximate average salary by contribution assumption: employee only about $461,042 at 4% or $307,361 at 6%; with 50% employer match about $307,361 at 4% or $204,907 at 6%; with 100% employer match about $230,521 at 4% or $153,681 at 6%.
Cornerstone Wealth LLC Cash Balance Pension Plan-6$456,753$91,343$15,224iApproximate average salary by contribution assumption: employee only about $380,596 at 4% or $253,731 at 6%; with 50% employer match about $253,731 at 4% or $169,154 at 6%; with 100% employer match about $190,298 at 4% or $126,865 at 6%.
202325$621,541$163,438$32,688iApproximate average salary by contribution assumption: employee only about $817,190 at 4% or $544,793 at 6%; with 50% employer match about $544,793 at 4% or $363,196 at 6%; with 100% employer match about $408,595 at 4% or $272,397 at 6%.
Cornerstone Wealth LLC Cash Balance Pension Plan-5$339,710$88,782$17,756iApproximate average salary by contribution assumption: employee only about $443,910 at 4% or $295,940 at 6%; with 50% employer match about $295,940 at 4% or $197,293 at 6%; with 100% employer match about $221,955 at 4% or $147,970 at 6%.
Cornerstone Wealth LLC 401(K) Plan-5$281,831$74,656$14,931iApproximate average salary by contribution assumption: employee only about $373,280 at 4% or $248,853 at 6%; with 50% employer match about $248,853 at 4% or $165,902 at 6%; with 100% employer match about $186,640 at 4% or $124,427 at 6%.
202223$411,002$142,050$47,350iApproximate average salary by contribution assumption: employee only about $1,183,750 at 4% or $789,167 at 6%; with 50% employer match about $789,167 at 4% or $526,111 at 6%; with 100% employer match about $591,875 at 4% or $394,583 at 6%.
Cornerstone Wealth LLC Cash Balance Pension Plan-3$238,430$83,600$27,867iApproximate average salary by contribution assumption: employee only about $696,667 at 4% or $464,444 at 6%; with 50% employer match about $464,444 at 4% or $309,630 at 6%; with 100% employer match about $348,333 at 4% or $232,222 at 6%.
Cornerstone Wealth LLC 401(K) Plan-3$172,572$58,450$19,483iApproximate average salary by contribution assumption: employee only about $487,083 at 4% or $324,722 at 6%; with 50% employer match about $324,722 at 4% or $216,481 at 6%; with 100% employer match about $243,542 at 4% or $162,361 at 6%.
202122$312,038$126,288$63,144iApproximate average salary by contribution assumption: employee only about $1,578,600 at 4% or $1,052,400 at 6%; with 50% employer match about $1,052,400 at 4% or $701,600 at 6%; with 100% employer match about $789,300 at 4% or $526,200 at 6%.
Cornerstone Wealth LLC Cash Balance Pension Plan-2$165,952$82,300$41,150iApproximate average salary by contribution assumption: employee only about $1,028,750 at 4% or $685,833 at 6%; with 50% employer match about $685,833 at 4% or $457,222 at 6%; with 100% employer match about $514,375 at 4% or $342,917 at 6%.
Cornerstone Wealth LLC 401(K) Plan-2$146,086$43,988$21,994iApproximate average salary by contribution assumption: employee only about $549,850 at 4% or $366,567 at 6%; with 50% employer match about $366,567 at 4% or $244,378 at 6%; with 100% employer match about $274,925 at 4% or $183,283 at 6%.
202022$179,141$167,062$83,531iApproximate average salary by contribution assumption: employee only about $2,088,275 at 4% or $1,392,183 at 6%; with 50% employer match about $1,392,183 at 4% or $928,122 at 6%; with 100% employer match about $1,044,138 at 4% or $696,092 at 6%.
Cornerstone Wealth LLC 401(K) Plan-2$96,184$84,762$42,381iApproximate average salary by contribution assumption: employee only about $1,059,525 at 4% or $706,350 at 6%; with 50% employer match about $706,350 at 4% or $470,900 at 6%; with 100% employer match about $529,763 at 4% or $353,175 at 6%.
Cornerstone Wealth LLC Cash Balance Pension Plan-2$82,957$82,300$41,150iApproximate average salary by contribution assumption: employee only about $1,028,750 at 4% or $685,833 at 6%; with 50% employer match about $685,833 at 4% or $457,222 at 6%; with 100% employer match about $514,375 at 4% or $342,917 at 6%.