Cornerstone Financial Services, Inc.

Registered In: North Carolina
Incorporation Date: 09/02/1987
Registration Type: Foreign
Foreign Jurisdiction: Virginia
Company Type: Business Corporation
Status: Multiple
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Morgan Jr, William H Registered Agent

501 E MAIN ST POB 304, ELIZABETH CITY, NC 27909

2940 N LYNNHAVEN RD STE 200, VIRGINIA BEACH, VA 23452 (Mailing) View Map

Financial Information for Cornerstone Financial Services, Inc.

Form 5500

CORNERSTONE FINANCIAL SERVICES, INC

448 Viking Drive, Suite 310, Virginia Beach, Va 23452 (757) 333-7377 EIN:54-1249412 Plan Admin:Bryan Rex

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY9 / 6 Assets BOY/EOY$3,005,296 / $3,270,517	2023	CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST - Plan #001	9 / 6	$3,005,296 / $3,270,517
2022	Plan NameCORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$3,491,672 / $3,005,296	2022	CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST - Plan #001	9 / 9	$3,491,672 / $3,005,296
2021	Plan NameCORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$3,255,888 / $3,491,672	2021	CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST - Plan #001	9 / 9	$3,255,888 / $3,491,672
2020	Plan NameCORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$3,028,447 / $3,255,888	2020	CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST - Plan #001	8 / 9	$3,028,447 / $3,255,888
2019	Plan NameCORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,664,370 / $3,028,447	2019	CORNERSTONE FINANCIAL SERVICES, INC. RETIREMENT TRUST - Plan #001	8 / 8	$2,664,370 / $3,028,447

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CORNERSTONE FINANCIAL SERVICES, INC.

448 Viking Drive, Suite 310, VIRGINIA BEACH, VA 23452-7397 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
04/30/2020	Approved$33,688 Forgiven$34,078 LenderTruist Bank Jobs5	04/30/2020	$33,688	$34,078	Truist Bank	5

PPP Loans based on Paycheck Protection Program.

Address Match:2940 N Lynnhaven Rd Ste 200 Virginia Beach, VA

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Cornerstone Financial Services, Inc. Registered in Michigan	Attica, MI	View Report
Cornerstone Financial Services, Inc. Registered in Michigan	Muskegon, MI	View Report
Cornerstone Financial Services, Inc. Registered in New York	Amityville, NY	View Report
Cornerstone Financial Services, Inc. Registered in New Jersey	New Jersey	View Report
Cornerstone Financial Services, Inc. Registered in New Jersey	New Jersey	View Report
Cornerstone Financial Services, Inc. Registered in West Virginia	Boston, MA	View Report
Cornerstone Financial Services, Inc. Registered in Pennsylvania	Boca Raton, FL	View Report
Cornerstone Financial Services, Inc. Registered in Pennsylvania	Philadelphia, PA	View Report
Cornerstone Financial Services, Inc. Registered in Virginia	Virginia Beach, VA	View Report
Cornerstone Financial Services, Inc. Registered in Colorado	Fort Collins, CO	View Report
Cornerstone Financial Services, Inc. Registered in Wisconsin	Milwaukee, WI	View Report
Cornerstone Financial Services Inc Registered in Utah	Salt Lake City, UT	View Report
Cornerstone Financial Services, Inc. Registered in Kansas	Junction City, KS	View Report
Cornerstone Financial Services, Inc. Registered in Kansas	Lawrence, KS	View Report
Cornerstone Financial Services, Inc. Registered in Massachusetts	Boston, MA	View Report
Cornerstone Financial Services, Inc. Registered in Tennessee	Nashville, TN Wilmington, DE	View Report
Cornerstone Financial Services, Inc. Registered in Idaho	Lewiston, ID	View Report
Cornerstone Financial Services, Inc. Registered in North Carolina	Kinston, NC Raleigh, NC	View Report
Cornerstone Financial Services, Inc. Registered in Georgia	Boston, MA	View Report
Cornerstone Financial Services, Inc. Registered in Alabama	Montgomery, AL Wilmington, DE	View Report

Address Match:2940 N Lynnhaven Rd Virginia Beach, VA

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Person/City Match:Morgan Jr William H - Elizabeth City, NC

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

Cornerstone Financial Services, Inc.

Company Summary

Financial Information for Cornerstone Financial Services, Inc.

CORNERSTONE FINANCIAL SERVICES, INC

CORNERSTONE FINANCIAL SERVICES, INC.