Plan5500

Cornerstone Wauseon 401(K) Plan — Form 5500 plan (Cornerstone Wauseon, Inc.)

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 Wauseon 401(K) Plan is a benefit plan reported by Cornerstone Wauseon, Inc. under EIN 46-4302456 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $18,715,542 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cornerstone Wauseon, Inc.
EIN
46-4302456
Plan number
001
Plan type
2
Location
Wauseon, OH
Latest filing year
2023
Participants
253
End-of-year plan assets
$18,715,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20241015095500NAL0014352339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,715,542
Net assets (EOY)
$18,715,542
Net assets (BOY)
$18,254,609

Income & contributions

Employer contributions
$317,051
Participant contributions
$1,113,793
Total contributions
$1,447,520
Total income / additions
$5,057,525

Expenses & distributions

Benefits paid
$4,593,761
Administrative expenses
$2,831
Total expenses
$4,596,592
Net increase / (decrease)
$460,933

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Innovations & ConsultingNONE$2,790$02023
Capital Group Retirement Plan ServiNONE$837$02023

Related Form 5500 pages