Cornerstone Wealth Advisors, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cornerstone Wealth Advisors, Inc. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $30,097 and reported indirect compensation totals $9,603.
Reported compensation summary
- Reported direct compensation
- $30,097
- Reported indirect compensation
- $9,603
- Total reported compensation
- $39,700
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Weldmac Mfg. Co. | CA | 1 | $15,561 |
| Rancho Santa Fe Association | CA | 1 | $14,536 |
| Joshco Group, LLC | NV | 1 | $9,603 |
State footprint
Plans reporting Cornerstone Wealth Advisors, Inc. are sponsored in CA (2), NV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Weldmac Mfg. Co. | Weldmac Tax Favored Savings/ | 2023 | $15,561 | $0 |
| Rancho Santa Fe Association | Rancho Santa Fe Association 401(K) Plan | 2023 | $14,536 | $0 |
| Joshco Group, LLC | Joshco Group, LLC 401(K) Profit Sharing Plan | 2023 | $0 | $9,603 |
Related Form 5500 pages
- Weldmac Tax Favored Savings/ (plan 001)
- Weldmac Mfg. Co. — all reported plans
- Rancho Santa Fe Association 401(K) Plan (plan 001)
- Rancho Santa Fe Association — all reported plans
- Joshco Group, LLC 401(K) Profit Sharing Plan (plan 002)
- Joshco Group, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources