Cornerstone Wealth Advisory and Insurance Services, LLC
Pennsylvania
Registered In
06/16/2014
Incorp. Date
Company Summary
Cornerstone Wealth Advisory and Insurance Services, LLC in Erie, PA was registered on 06/16/2014. It is listed at 3910 Caughey Rd STE 220, Erie, Pa 16506.
- Registered In
- Pennsylvania
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
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3910 CAUGHEY RD STE 220, ERIE, PA 16506
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Financial Information for Cornerstone Wealth Advisory and Insurance Services, LLC
Form 5500
CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC
3910 Caughey Road Suite 220, Erie, Pa 16506 (814) 315-2000 EIN:47-1105678 Plan Admin:Patrick Geary| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCORNERSTONE WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$552,523 / $496,158 | 2022 | CORNERSTONE WEALTH 401(K) PLAN - Plan #001 | 5 / 6 | $552,523 / $496,158 |
| 2021 | Plan NameCORNERSTONE WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$379,254 / $552,523 | 2021 | CORNERSTONE WEALTH 401(K) PLAN - Plan #001 | 3 / 5 | $379,254 / $552,523 |
| 2020 | Plan NameCORNERSTONE WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$316,429 / $379,254 | 2020 | CORNERSTONE WEALTH 401(K) PLAN - Plan #001 | 3 / 3 | $316,429 / $379,254 |
| 2019 | Plan NameCORNERSTONE WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$257,590 / $316,429 | 2019 | CORNERSTONE WEALTH 401(K) PLAN - Plan #001 | 2 / 2 | $257,590 / $316,429 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CORNERSTONE WEALTH ADVISORY & INSURANCE SERVICES LLC
3910 Caughey Rd, Erie, PA 16506-4096 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/17/2021 | Approved$37,817 Forgiven$38,081 LenderFirst National Bank of Pennsylvania Jobs4 | 02/17/2021 | $37,817 | $38,081 | First National Bank of Pennsylvania | 4 |
| 04/16/2020 | Approved$25,915 Forgiven$26,122 LenderFirst National Bank of Pennsylvania Jobs2 | 04/16/2020 | $25,915 | $26,122 | First National Bank of Pennsylvania | 2 |
PPP Loans based on Paycheck Protection Program.
Address Match:3910 Caughey Rd Ste 220 Erie, PA
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The following government agencies have contributed data:
Pennsylvania Department of State U.S. Department of Labor U.S. Small Business Administration
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