2023 Form 5500 filing — Pinnacle Oil Holdings 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014140940NAL0026371233001) for Pinnacle Oil Holdings 401(K) Plan, reported by Pinnacle Oil Holdings, LLC under EIN 26-3085119 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140940NAL0026371233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle Oil Holdings, LLC
- EIN
- 26-3085119
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,392,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,392,687
- Employer contributions
- $258,318
- Participant contributions
- $427,661
- Total income / additions
- $1,373,856
- Benefits paid
- $538,543
- Administrative expenses
- $43,427
- Total expenses
- $581,970
- Net increase / (decrease)
- $791,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hurlow Wealth Management | RIA | $20,450 | not reported in the loaded dataset |
| Benefit Plans Plus | TPA | $3,775 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $2,112 | $0 |