Pinnacle Employee Services, LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Pinnacle Employee Services, 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 Employee Services, LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Pinnacle Employee Services, LLC under EIN 47-1368882 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,351 participants and $25,823,191 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinnacle Employee Services, LLC
EIN
47-1368882
Plan number
333
Plan type
3
Location
East Syracuse, NY
Latest filing year
2023
Participants
1,351
End-of-year plan assets
$25,823,191

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,351H, C20241008063035NAL0016237953002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,823,191
Net assets (EOY)
$25,823,191
Net assets (BOY)
$15,405,764

Income & contributions

Employer contributions
$944,238
Participant contributions
$2,541,791
Total contributions
$4,299,426
Total income / additions
$7,049,899

Expenses & distributions

Benefits paid
$1,452,750
Administrative expenses
$73,262
Total expenses
$1,535,292
Net increase / (decrease)
$5,514,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$54,062$02023
Bonadio & Co. Cpa'S LlpAUDITOR$19,200not reported in the loaded dataset2023

Related Form 5500 pages