Cornerstone Family Healthcare 403(B) Plan — Form 5500 plan (Cornerstone Family Healthcare)

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 Family Healthcare 403(B) Plan is a benefit plan reported by Cornerstone Family Healthcare under EIN 06-1036715 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,186 participants and $18,006,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cornerstone Family Healthcare
EIN
06-1036715
Plan number
001
Plan type
2
Location
Cornwall, NY
Latest filing year
2023
Participants
1,186
End-of-year plan assets
$18,006,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,186H, C20241014134908NAL0027463473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,006,086
Total liabilities (EOY)
$0
Net assets (EOY)
$18,006,086
Net assets (BOY)
$15,023,771

Income & contributions

Employer contributions
$421,923
Participant contributions
$1,481,340
Total contributions
$1,953,476
Total income / additions
$4,327,093

Expenses & distributions

Benefits paid
$1,322,805
Administrative expenses
$21,973
Total expenses
$1,344,778
Net increase / (decrease)
$2,982,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Security Financial ResourcesRECORDKEEPER$21,973$02023

Related Form 5500 pages