Cornerstone Research Group, Inc. 401(k) Plan
Cornerstone Research Group, Inc., Miamimsburg OH. Employer ID 311517769, plan number 001. Annual reports on file for 2009 to 2023.
Where the money went
- Filed 2009-2023Cornerstone Research Group, Inc. 401(k) Plan, Cornerstone Research Group, Inc.
- TodayCornerstone Research Group, Inc. 401(k) Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2023 filing.
Left in 2021? You may be owed employer money
- In plan year 2021, active participants fell from 148 to 105 (29%), and 13 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2022: Assets were transferred out, but no filing from the receiving plan matched.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2012 | 75 | — | Filing |
| 2013 | 91 | 8 | Filing |
| 2014 | 82 | 15 | Filing |
| 2015 | 81 | 15 | Filing |
| 2016 | 88 | 18 | Filing |
| 2017 | 80 | 23 | Filing |
| 2018 | 85 | 20 | Filing |
| 2019 | 144 | 15 | Filing |
| 2020 | 165 | 17 | Filing |
| 2021 | 132 | 27 | Filing |
| 2022 | 133 | 27 | Filing |
| 2023 | 148 | 29 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.