2023 Form 5500 filing — Pinnacle Healthcare, LLC 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 20241015124840NAL0028473073001) for Pinnacle Healthcare, LLC 401(K) Plan, reported by Pinnacle Healthcare, LLC under EIN 20-2459247 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124840NAL0028473073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle Healthcare, LLC
- EIN
- 20-2459247
- Plan number
- 001
- Location
- Crown Point, IN
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,531,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,531,345
- Employer contributions
- $171,144
- Participant contributions
- $439,544
- Total income / additions
- $1,410,490
- Benefits paid
- $368,162
- Administrative expenses
- $21,333
- Total expenses
- $389,495
- Net increase / (decrease)
- $1,020,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Midwest Bank | NONE | $21,333 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |