Plan5500

Pinnacle Physicians, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Pinnacle Physicians, P.C.)

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 Physicians, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Pinnacle Physicians, P.C. under EIN 45-5341589 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $13,855,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinnacle Physicians, P.C.
EIN
45-5341589
Plan number
001
Plan type
2
Location
Trevose, PA
Latest filing year
2023
Participants
218
End-of-year plan assets
$13,855,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241015134414NAL0016519299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,855,396
Total liabilities (EOY)
$0
Net assets (EOY)
$13,855,396
Net assets (BOY)
$11,088,443

Income & contributions

Employer contributions
$313,917
Participant contributions
$662,907
Total contributions
$989,473
Total income / additions
$4,017,146

Expenses & distributions

Benefits paid
$1,166,972
Administrative expenses
$79,949
Total expenses
$1,250,193
Net increase / (decrease)
$2,766,953

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$41,947$02023
Lpl FinancialINVESTMENT ADVISOR$36,877not reported in the loaded dataset2023
The Mandmarblestone Group LLCTHIRD PARTY ADMINISTRATO$1,275$10,0002023

Related Form 5500 pages