Cornerstone Capital Bank, Ssb 401(K) Plan — Form 5500 plan (Cornerstone Capital Bank)
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 Capital Bank, Ssb 401(K) Plan is a benefit plan reported by Cornerstone Capital Bank under EIN 76-0236067 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,047 participants and $123,863,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cornerstone Capital Bank
- EIN
- 76-0236067
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 2,047
- End-of-year plan assets
- $123,863,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,047 | H, C | 20241007151600NAL0015399969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,863,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,863,699
- Net assets (BOY)
- $110,492,710
Income & contributions
- Employer contributions
- $2,206,644
- Participant contributions
- $8,796,034
- Total contributions
- $14,130,925
- Total income / additions
- $31,142,664
Expenses & distributions
- Benefits paid
- $17,467,263
- Administrative expenses
- $242,019
- Total expenses
- $17,771,675
- Net increase / (decrease)
- $13,370,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $127,615 | $0 | 2023 |
| Commerce Street Investment Advisor | ADVISOR | $109,971 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | OTHER SEVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cornerstone Capital Bank
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Fidelity Investments Institutional — Schedule C compensation
- Commerce Street Investment Advisor — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation