2023 Form 5500 filing — Pinnacle 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 20241014142838NAL0044876576001) for Pinnacle 401(K) Plan, reported by Pinnacle Services, L.L.C. under EIN 75-3022347 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014142838NAL0044876576001
Filing year
2023
Form type
3
Plan sponsor
Pinnacle Services, L.L.C.
EIN
75-3022347
Plan number
001
Location
Christiansted, VI
Participants
193
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,121,217
Total liabilities (EOY)
$256,472
Net assets (EOY)
$6,864,745
Employer contributions
$89,994
Participant contributions
$236,982
Total income / additions
$1,488,727
Benefits paid
$748,450
Administrative expenses
$54,740
Total expenses
$803,190
Net increase / (decrease)
$685,537
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ingham & CompanyNONE$52,037$142

Related Form 5500 pages