Cornerstone Financial Services, Inc.

Virginia
Registered In
10/24/1983
Incorp. Date

Company Summary

Cornerstone Financial Services, Inc. at 448 Viking Dr STE 310, Virginia Beach, Va 23452 lists Adam T. Rex and Bryan B. Rex as associates.

Overview

Registered In
Virginia
Incorporation Date
Company Type
Corp
Status
Active
Registration Type
Domestic
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People

Vonda Chappell Registered Agent
501 INDEPENDENCE PKWY STE 100, CHESAPEAKE, VA 23320
Adam T. Rex Vice President
Bryan B. Rex Vice President
Gerald B Rex PRES/SEC

Map & Locations

448 VIKING DR STE 310, VIRGINIA BEACH, VA 23452 View Map

Financials

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.

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Sources

The following government agencies have contributed data:

• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration
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