Cornerstone Financial Advisors

Idaho Falls, ID

Idaho

Registered In

10/03/2003

Incorp. Date

Company Summary

Cornerstone Financial Advisors at 1858 E 1st St, Idaho Falls, Id 83401 lists Josephson Agency, Inc. of Idaho Falls, ID as the associate.

Registered In: Idaho
Incorporation Date: 10/03/2003
Registration Type: Domestic
Company Type: Assumed Business Name
Status: Active-Current
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Josephson Agency, Inc. Owner

1858 E 1ST ST, IDAHO FALLS, ID 83401

1858 E 1ST ST, IDAHO FALLS, ID 83401 (Mailing) View Map

Financial Information for Cornerstone Financial Advisors

Form 5500

CORNERSTONE FINANCIAL ADVISORS LLC

1858 E. 1st St., Idaho Falls, Id 83401 (208) 529-6643 EIN:61-1821481 Plan Admin:Matt Porter

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2020	Plan NameCORNERSTONE FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$137,051 / $133,105	2020	CORNERSTONE FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 5	$137,051 / $133,105
2019	Plan NameCORNERSTONE FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$0 / $137,051	2019	CORNERSTONE FINANCIAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #001	6 / 6	$0 / $137,051

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CORNERSTONE FINANCIAL ADVISORS, LLC

1858 E 1st Street, IDAHO FALLS, ID 83401 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$31,000 Forgiven$31,230 LenderGlacier Bank Jobs4	04/06/2020	$31,000	$31,230	Glacier Bank	4

PPP Loans based on Paycheck Protection Program.

Address Match:1858 E 1st St Idaho Falls, ID

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Related Business Names:

Cornerstone Financial Advisors LTD. Registered in Michigan	Birmingham, MI	View Report
Cornerstone Financial Advisors, Inc. Registered in Iowa	Orange City, IA	View Report
Cornerstone Financial Advisors, Inc. Registered in New Jersey		View Report
Cornerstone Legacy Financial Advisors Registered in Ohio	Chagrin Falls, OH	View Report
Cornerstone Financial Advisors LLC Registered in Virginia	Centreville, VA Virginia Beach, VA	View Report
Cornerstone Financial Advisors, LLC Registered in Florida	Umatilla, FL Winter Park, FL	View Report
Cornerstone Financial Advisors, LLC Registered in Pennsylvania	Akron, PA	View Report
Cornerstone Financial Advisors, LLC Registered in Tennessee	Chuckey, TN Greeneville, TN	View Report
The Advisors At Cornerstone Financial LLC Registered in Pennsylvania	Chambersburg, PA	View Report
Cornerstone Financial Advisors, Inc. Registered in Missouri	Blue Springs, MO	View Report
Cornerstone Financial Advisors, LLC Registered in Kansas	Overland Park, KS	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, LLC Registered in Minnesota	New Brighton, MN	View Report
Cornerstone Financial Advisors, LLC Registered in Wisconsin	Chippewa Falls, WI	View Report
Cornerstone Financial Advisors, Inc. Registered in California	Oxnard, CA	View Report

View More in Idaho Falls, ID

The following government agencies have contributed data:

Idaho Secretary of State's Office U.S. Department of Labor U.S. Small Business Administration

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