Cornerstone Fund Services LLC

Utah
Registered In
07/30/2015
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Cornerstone Fund Services LLC at 3300 N Ashton Blvd STE 240, Lehi, Ut 84043 lists Ryan Davis of Riverton, UT.

Registered In
Utah
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Llc - Foreign
Status
Active - Current
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SEC | EDGAR Trellis.Law Recent News
Ryan Davis Registered Agent
12233 RIVER VISTA DR, RIVERTON, UT 84065
3300 N ASHTON BLVD STE 240, LEHI, UT 84043 View Map

Financial Information for Cornerstone Fund Services LLC

Form 5500

CORNERSTONE FUND SERVICES, LLC

3300 North Ashton Blvd., STE 240, Lehi, Ut 84043 (801) 326-6372 EIN:47-4227456 Plan Admin:Nicklas Buroker
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCORNERSTONE FUND SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY84 / 109 Assets BOY/EOY$2,167,936 / $2,314,798 2022 CORNERSTONE FUND SERVICES, LLC 401(K) PLAN - Plan #001 84 / 109 $2,167,936 / $2,314,798
2022 Plan NameCORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY35 / 0 Assets BOY/EOY$1,983,643 / $0 2022 CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN - Plan #002 35 / 0 $1,983,643 / $0
2021 Plan NameCORNERSTONE FUND SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY49 / 84 Assets BOY/EOY$1,542,484 / $2,167,936 2021 CORNERSTONE FUND SERVICES, LLC 401(K) PLAN - Plan #001 49 / 84 $1,542,484 / $2,167,936
2021 Plan NameCORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY36 / 35 Assets BOY/EOY$1,592,832 / $1,983,643 2021 CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN - Plan #002 36 / 35 $1,592,832 / $1,983,643
2020 Plan NameCORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY30 / 36 Assets BOY/EOY$1,097,170 / $1,592,832 2020 CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN - Plan #002 30 / 36 $1,097,170 / $1,592,832
2020 Plan NameCORNERSTONE FUND SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY36 / 49 Assets BOY/EOY$913,593 / $1,542,484 2020 CORNERSTONE FUND SERVICES, LLC 401(K) PLAN - Plan #001 36 / 49 $913,593 / $1,542,484
2019 Plan NameCORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 14 Assets BOY/EOY$595,220 / $1,097,170 2019 CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN - Plan #002 13 / 14 $595,220 / $1,097,170
2019 Plan NameCORNERSTONE FUND SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY28 / 36 Assets BOY/EOY$550,440 / $913,593 2019 CORNERSTONE FUND SERVICES, LLC 401(K) PLAN - Plan #001 28 / 36 $550,440 / $913,593
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CORNERSTONE FUND SERVICES, LLC

9785 S Monroe St Ste 103, Sandy, UT 84070-4282 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$464,300 Forgiven$467,022 LenderJPMorgan Chase Bank, National Association Jobs33 04/15/2020 $464,300 $467,022 JPMorgan Chase Bank, National Association 33
PPP Loans based on Paycheck Protection Program.
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Person/City Match:Ryan Davis - Riverton, UT
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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration
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