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  5. CORNERSTONE FINANCIAL PLANNING, LLC

CORNERSTONE FINANCIAL PLANNING, LLC

Company Details

Name: CORNERSTONE FINANCIAL PLANNING, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 01 Aug 2000 (24 years ago)
Financial Date End: 31 Aug 2025
Entity Number: 51997
Place of Formation: IDAHO
File Number: 51997
ZIP code: 83686
County: Canyon County
Principal Address: 2241 S PREAKNESS WAY NAMPA, ID 83686
Mailing Address: 2241 S PREAKNESS WAY NAMPA, ID 83686-1331

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2022 820525038 2023-11-21 CORNERSTONE FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084611412
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2023-11-21
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2022 820525038 2023-05-23 CORNERSTONE FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084611412
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2023-05-23
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2021 820525038 2022-06-28 CORNERSTONE FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084611412
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2022-06-28
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2020 820525038 2021-04-02 CORNERSTONE FINANCIAL PLANNING, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084611412
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2021-04-02
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2019 820525038 2020-01-21 CORNERSTONE FINANCIAL PLANNING, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2088467230
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2020-01-21
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2018 820525038 2019-07-17 CORNERSTONE FINANCIAL PLANNING, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2088467230
Plan sponsor’s address 3023 E COPPER POINT DRIVE, STE 106, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2017 820525038 2018-02-16 CORNERSTONE FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084661971
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2018-02-16
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2016 820525038 2017-08-28 CORNERSTONE FINANCIAL PLANNING, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084661971
Plan sponsor’s address 218 12TH AVENUE ROAD, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2015 820525038 2016-06-08 CORNERSTONE FINANCIAL PLANNING, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084661971
Plan sponsor’s address 218 12TH AVENUE ROAD, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2016-06-08
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GARY D CASE Agent 2241 S PREAKNESS WAY, NAMPA, ID 83686

Manager

Name Role Address Appointed On
Cheryl A Case Manager 2241 S PREAKNESS WAY, NAMPA, ID 83686 2023-07-03

Member

Name Role Address Appointed On
gary D Case Member 2241 S PREAKNESS WAY, NAMPA, ID 83686 2020-08-05

Filing

Filing Name Filing Number Filing date
Annual Report 0005799545 2024-07-03
Annual Report 0005300366 2023-07-03
Annual Report 0004885064 2022-09-06
Annual Report 0004404434 2021-09-04
Annual Report 0003960107 2020-08-05
Annual Report 0003575111 2019-07-22
Annual Report 0001122105 2018-09-20
Annual Report 0001122104 2017-06-19
Annual Report 0001122103 2016-06-22
Annual Report 0001122102 2015-06-22

Related by officers

GARY D CASE

TREASURE VALLEY HEALTH INSURANCE, LLC IDAHO WEALTH MANAGEMENT, LLC Kye Ventures, LLC

Cheryl A Case

IDAHO WEALTH MANAGEMENT, LLC

Related by address

2241 S PREAKNESS WAY NAMPA, ID 83686

TREASURE VALLEY HEALTH INSURANCE, LLC IDAHO WEALTH MANAGEMENT, LLC

2241 S PREAKNESS WAY NAMPA, ID 83686-1331

TREASURE VALLEY HEALTH INSURANCE, LLC IDAHO WEALTH MANAGEMENT, LLC

Date of last update: 28 Nov 2024

Sources: Idaho Secretary of State

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