Pinnacle Solutions, Inc. Employee Stock Ownership Plan — Form 5500 plan (Pinnacle Solutions, LLC)
Plain-English plan 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, Pinnacle Solutions, Inc. Employee Stock Ownership Plan is a benefit plan reported by Pinnacle Solutions, LLC under EIN 26-1886656 and plan number 002. The latest loaded filing year is 2023. The filing reports 361 participants and $106,683,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinnacle Solutions, LLC
- EIN
- 26-1886656
- Plan number
- 002
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $106,683,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20240620111116NAL0000859139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,683,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,683,277
- Net assets (BOY)
- $61,908,814
Income & contributions
- Employer contributions
- $487,366
- Total contributions
- $487,366
- Total income / additions
- $45,172,557
Expenses & distributions
- Benefits paid
- $2,306
- Administrative expenses
- $168,295
- Total expenses
- $398,094
- Net increase / (decrease)
- $44,774,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bradley Arrant | LEGAL | $444,850 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | RECORDKEEPER/BOOKKEEPER | $114,517 | not reported in the loaded dataset | 2023 |
| Ventura Esop Fiduciary Services | TRUSTEE | $17,000 | not reported in the loaded dataset | 2023 |
| Holzman Horner | LEGAL | $15,485 | not reported in the loaded dataset | 2023 |
| Forvis | ACCOUNTANT | $12,945 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pinnacle Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Huntsville, AL
- Bradley Arrant — Schedule C compensation
- Principal Financial Group — Schedule C compensation
- Ventura Esop Fiduciary Services — Schedule C compensation
- Holzman Horner — Schedule C compensation
- Forvis — Schedule C compensation