2023 Form 5500 filing — Cornerstone Advisors Of Arizona, LLC 401(K) Profit Sharing Plan And Trust
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 20241015175305NAL0015200067001) for Cornerstone Advisors Of Arizona, LLC 401(K) Profit Sharing Plan And Trust, reported by Cornerstone Advisors Of Arizona LLC under EIN 75-2990539 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26MReported net assets$26,012,975
Participants200
Provider compensation$111.2K1 Schedule C row(s)$111,199
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015175305NAL0015200067001
- Plan sponsor
- Cornerstone Advisors Of Arizona LLC
- EIN
- 75-2990539
- Plan number
- 001
- Location
- Scottsdale, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26M total assets
Net assets$26MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,012,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,012,975
- Employer contributions
- $1,275,373
- Participant contributions
- $2,006,520
- Total income / additions
- $7,031,844
- Benefits paid
- $821,079
- Administrative expenses
- $111,199
- Total expenses
- $946,535
- Net increase / (decrease)
- $6,085,309
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankers Trust Company | NONE | $111,199 | $0 |