Cornerstone Financial Advisors, Inc.

Iowa

Registered In

11/16/1998

Incorp. Date

Company Summary

Cornerstone Financial Advisors, Inc. in Iowa lists Derrick De Haan of Orange City, IA.

Derrick De Haan Registered Agent

219 CENTRAL AVE SE PO BOX 407, ORANGE CITY, IA 51041

Form 5500

219 Central Avenue S.e., Orange City, Ia 51041 (712) 737-3156 EIN:42-1481149 Plan Admin:John Ansay

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$338,095 / $509,422	2023	CORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 4	$338,095 / $509,422
2022	Plan NameCORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$310,546 / $338,095	2022	CORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	5 / 5	$310,546 / $338,095
2021	Plan NameCORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$213,517 / $310,546	2021	CORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 3	$213,517 / $310,546
2020	Plan NameCORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$93,600 / $213,517	2020	CORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$93,600 / $213,517
2019	Plan NameCORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $93,600	2019	CORNERSTONE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$0 / $93,600

Benefit & Retirement Plans based on Form 5500.

PPP Loans

219 Central Ave SE, ORANGE CITY, IA 51041-1432 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$57,882 Forgiven$58,220 LenderNorthwestern Bank Jobs3	04/08/2020	$57,882	$58,220	Northwestern Bank	3

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Cornerstone Financial Advisors, Inc. Registered in New Jersey		View Report
Cornerstone Financial Advisors, Inc. Registered in Missouri	Blue Springs, MO	View Report
Cornerstone Financial Advisors, Inc. Registered in Utah	Jordan, UT	View Report
Cornerstone Financial Advisors, Inc. Registered in Kansas	Lees Summit, MO Overland Park, KS	View Report
Cornerstone Financial Advisors Inc. Registered in Virginia	Virginia	View Report
Cornerstone Financial Advisors, Inc. Registered in Massachusetts	Burlington, MA	View Report
Cornerstone Financial Advisors, Inc. Registered in California	Oxnard, CA	View Report

Person/City Match:Derrick De Haan - Orange City, IA

Cornerstone Realty, LLC Registered in Iowa	Orange City, IA	View Report
H & L Farms, LLC Registered in Iowa	Orange City, IA	View Report
Van Rooyen Financial Group, Inc. Registered in Iowa	Orange City, IA	View Report

The following government agencies have contributed data:

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

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