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Cornerstone Investment Management & Consulting, LLC

Details

Name: Cornerstone Investment Management & Consulting, LLC
Jurisdiction: Alabama
Legal type: Foreign Limited Liability Company
Status: Exists
Date of registration: 03 Oct 2002 (22 years ago)
Entity Number: 000-604-618
Register Number: 000604618
County: Baldwin
Place of Formation: Georgia
Principal Address: 2200 HWY 98 STE 4 #205DAPHNE, AL 36526
Principal Address ZIP Code: 36526
Registered Office Street Address: 212 W. TROY ST. STE BDOTHAN, AL 36303
Registered Office Street Address ZIP Code: 36303

Activities FINANCIAL MANAGEMENT & CONSULTING SERVICES

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2018 383663417 2019-05-29 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36532

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing MARK DAVIDSON
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2018 383663417 2019-05-29 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36532

Signature of
Role Plan administrator
Date 2019-05-29
Name of individual signing MARK DAVIDSON
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2017 383663417 2018-09-13 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36526

Signature of
Role Plan administrator
Date 2018-09-13
Name of individual signing MARK DAVIDSON
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2016 383663417 2017-07-19 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36526

Signature of
Role Plan administrator
Date 2017-07-19
Name of individual signing MARK DAVIDSON
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2015 383663417 2016-07-22 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36526

Signature of
Role Plan administrator
Date 2016-07-22
Name of individual signing MARK DAVIDSON
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2014 383663417 2015-07-17 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36526

Signature of
Role Plan administrator
Date 2015-07-17
Name of individual signing MARK DAVIDSON
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2013 383663417 2014-07-03 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36526

Signature of
Role Plan administrator
Date 2014-07-03
Name of individual signing MARK DAVIDSON
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2012 383663417 2013-07-09 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36526

Signature of
Role Plan administrator
Date 2013-07-09
Name of individual signing MARK DAVIDSON
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2011 383663417 2012-10-15 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36526

Plan administrator’s name and address
Administrator’s EIN 383663417
Plan administrator’s name CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC
Plan administrator’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36526
Administrator’s telephone number 2516266292

Signature of
Role Plan administrator
Date 2012-10-15
Name of individual signing MARK DAVIDSON
CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 401(K) PLAN 2010 383663417 2011-10-17 CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2516266292
Plan sponsor’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36532

Plan administrator’s name and address
Administrator’s EIN 383663417
Plan administrator’s name CORNERSTONE INVESTMENT MANAGEMENT & CONSULTING, LLC
Plan administrator’s address 2200 HIGHWAY 98, SUITE 4, PMB 205, DAPHNE, AL, 36532
Administrator’s telephone number 2516266292

Signature of
Role Plan administrator
Date 2011-10-17
Name of individual signing MARK DAVIDSON

Agent

Name Role Address
REGISTERED AGENTS INC. Agent 701 POYDRAS STREETNEW ORLEANS, LA 70139-3800

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Date of last update: 14 Aug 2024

Sources: Alabama Secretary of State

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