Cornerstone Wealth Partners, LLC

Okemos, MI

California

Registered In

10/25/2023

Incorp. Date

Foreign

Registration Type

Michigan

Foreign Jurisdiction

Company Summary

Cornerstone Wealth Partners, LLC at 2525 Jolly Rd STE 200, Okemos, Mi 48864 lists Sarah Jenkins of Rancho Sante Fe, CA.

Registered In: California
Incorporation Date: 10/25/2023
Registration Type: Foreign
Foreign Jurisdiction: Michigan
Company Type: Limited Liability Company - Out of State
Status: Active
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Sarah Jenkins Individual Agent

2525 JOLLY 6909 RANCHO LA CIMA DR, RANCHO SANTE FE, CA 92067

2525 JOLLY RD STE 200, OKEMOS, MI 48864 View Map

Financial Information for Cornerstone Wealth Partners, LLC

Form 5500

CORNERSTONE WEALTH PARTNERS, LLC

2525 Jolly Rd STE 200, Okemos, Mi 48864 (517) 381-3450 EIN:26-1760576 Plan Admin:Samuel Degoffau

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCORNERSTONE WEALTH PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY26 / 24 Assets BOY/EOY$175,362 / $282,862	2023	CORNERSTONE WEALTH PARTNERS 401(K) PLAN - Plan #001	26 / 24	$175,362 / $282,862
2022	Plan NameCORNERSTONE WEALTH PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY20 / 27 Assets BOY/EOY$133,972 / $175,362	2022	CORNERSTONE WEALTH PARTNERS 401(K) PLAN - Plan #001	20 / 27	$133,972 / $175,362
2021	Plan NameCORNERSTONE WEALTH PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$63,112 / $133,972	2021	CORNERSTONE WEALTH PARTNERS 401(K) PLAN - Plan #001	13 / 13	$63,112 / $133,972

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CORNERSTONE WEALTH PARTNERS

2525 Jolly Rd, Okemos, Mi 48864-3515

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$58,100 Forgiven$58,479 LenderCapitol National Bank Jobs6	04/09/2020	$58,100	$58,479	Capitol National Bank	6

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Cornerstone Wealth Partners LLC Registered in New Jersey		View Report
Cornerstone Wealth Partners, LLC Registered in Michigan	Okemos, MI	View Report
Cornerstone Wealth Partners, LLC Registered in North Carolina	Winston-Salem, NC	View Report
Cornerstone Wealth Partners LLC Registered in Ohio	Ohio	View Report

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

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