Centerstone of America 401(k) and retirement plans

Centerstone of America, Inc., Nashville, TN. EIN 20-0072992. Annual reports 2015–2024. Also filed as Centerstone of America Inc.

Centerstone of America, Inc. has 2 active retirement plans on file. The largest is the Centerstone of America, Inc. 403(b) Retirement Plan, with 4,687 participants and $121 million in assets in 2024. Principal has been its recordkeeper since 2018. No traditional pension plan appears in Centerstone of America's filings since 2015.

Active plans: 2
Participants: 5,050
Plan assets: $134 million
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Centerstone of America, Inc. 403(b) Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 20-0072992
Participants (2024): 4,687
Net assets (2024): $121 million
Recordkeeper: PrincipalEarlier: Valic Retirement Services (2017), Principal (2015–2016)
Plan administrator: Centerstone of America, Inc.
44 Vantage Way, Suite 400
Nashville, TN 37228
(615) 463-6610As filed for 2024
In effect since: November 1, 2015

Plans merged into this one: Centerstone Retirement Plan (2015); Centerstone of Indiana, Inc, 403(b) Retirement Plan (2015); Centerstone of Florida Savings Plan (2017).

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,687	$121 million	Principal
2023	4,895	$109 million	Principal
2022	4,698	$92.8 million	Principal
2021	4,477	$112 million	Principal
2020	4,932	$101 million	Principal
2019	4,523	$88.7 million	Principal
2018	4,074	$72.1 million	Principal
2017	4,163	$73.6 million	Valic Retirement Services
2016	4,072	$55.7 million	Principal
2015	904	$1.8 million	Principal

Centerstone of America, Inc. 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 20-0072992
Participants (2024): 363
Net assets (2024): $13.4 million
Recordkeeper: PrincipalEarlier: Valic Retirement Services (2017), Principal (2015)
Plan administrator: Centerstone of America, Inc.
44 Vantage Way, Suite 400
Nashville, TN 37228
(615) 463-6240As filed for 2024
In effect since: November 1, 2015

Plans merged into this one: Centerstone of Indiana Retirement Plan (2015).

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	363	$13.4 million	Principal
2023	393	$13.8 million	Principal
2022	422	$13.3 million	Principal
2021	531	$18.1 million	Principal
2020	596	$17.2 million	Principal
2019	821	$16.8 million	Principal
2018	983	$15.9 million	Principal
2017	1,141	$17.9 million	Valic Retirement Services
2016	1,235	$16.4 million	not listed
2015	711	$15.3 million	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the Centerstone of America, Inc. 403(b) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((615) 463-6610). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Centerstone of America, Inc. 403(b) Retirement Plan

Centerstone of America, Inc. 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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