Cornerstone Advisors Of Arizona, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Cornerstone Advisors Of Arizona LLC)
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 Advisors Of Arizona, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Cornerstone Advisors Of Arizona LLC under EIN 75-2990539 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $26,012,975 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26MPlan net assets, end of year$26,012,975
Participants200Covered participants reported
Assets / participant$130.1KComputed: assets ÷ participants$130,065 (computed)
Provider compensation$111.2K1 Schedule C provider row(s)$111,199
- Plan sponsor
- Cornerstone Advisors Of Arizona LLC
- EIN
- 75-2990539
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 200 | H, C | 20241015175305NAL0015200067001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$26M total assets
Net assets$26MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,012,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,012,975
- Net assets (BOY)
- $19,927,666
Income & contributions
- Employer contributions
- $1,275,373
- Participant contributions
- $2,006,520
- Total contributions
- $3,522,253
- Total income / additions
- $7,031,844
Expenses & distributions
- Benefits paid
- $821,079
- Administrative expenses
- $111,199
- Total expenses
- $946,535
- Net increase / (decrease)
- $6,085,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bankers Trust Company | NONE | $111,199 | $0 | 2023 |