2023 Form 5500 filing — Pinnacle Clinical Research 401(K) Profit Sharing Plan And Trust
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 20241015114610NAL0014517827001) for Pinnacle Clinical Research 401(K) Profit Sharing Plan And Trust, reported by Pinnacle Clinical Research, LLC under EIN 92-0289832 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114610NAL0014517827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle Clinical Research, LLC
- EIN
- 92-0289832
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,572,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,572,579
- Employer contributions
- $293,592
- Participant contributions
- $372,485
- Total income / additions
- $1,153,772
- Benefits paid
- $293,020
- Administrative expenses
- $20,935
- Total expenses
- $313,955
- Net increase / (decrease)
- $839,817
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loren D. Stark Company | RETAINED BY EMPLOYER | $16,809 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $2,997 | $0 |