2023 Form 5500 filing — Cornerstone Vna Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725122204NAL0008213507001) for Cornerstone Vna Retirement Plan, reported by Cornerstone Vna under EIN 02-0231026 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725122204NAL0008213507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cornerstone Vna
- EIN
- 02-0231026
- Plan number
- 001
- Location
- Rochester, NH
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,536,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,536,231
- Employer contributions
- $271,153
- Participant contributions
- $709,757
- Total income / additions
- $2,426,435
- Benefits paid
- $224,991
- Administrative expenses
- $67,090
- Total expenses
- $290,345
- Net increase / (decrease)
- $2,136,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension & Wealth Management Advisor | RIA | $41,481 | not reported in the loaded dataset |
| Benefit Plans Admin Services, Inc. | RECORDKEEPER | $25,609 | $0 |