Cornerstone Vna Retirement Plan — Form 5500 plan (Cornerstone Vna)
Plain-English plan 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, Cornerstone Vna Retirement Plan is a benefit plan reported by Cornerstone Vna under EIN 02-0231026 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $9,536,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cornerstone Vna
- EIN
- 02-0231026
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NH
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $9,536,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20240725122204NAL0008213507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,536,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,536,231
- Net assets (BOY)
- $7,400,141
Income & contributions
- Employer contributions
- $271,153
- Participant contributions
- $709,757
- Total contributions
- $1,162,347
- Total income / additions
- $2,426,435
Expenses & distributions
- Benefits paid
- $224,991
- Administrative expenses
- $67,090
- Total expenses
- $290,345
- Net increase / (decrease)
- $2,136,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension & Wealth Management Advisor | RIA | $41,481 | not reported in the loaded dataset | 2023 |
| Benefit Plans Admin Services, Inc. | RECORDKEEPER | $25,609 | $0 | 2023 |