Pinnacle Financial Corporation Employee Stock Ownership Plan — Form 5500 plan (Pinnacle Financial Corporation)

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 Financial Corporation Employee Stock Ownership Plan is a benefit plan reported by Pinnacle Financial Corporation under EIN 58-0232548 and plan number 003. The latest loaded filing year is 2023. The filing reports 339 participants and $8,336,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinnacle Financial Corporation
EIN
58-0232548
Plan number
003
Plan type
2
Location
Elberton, GA
Latest filing year
2023
Participants
339
End-of-year plan assets
$8,336,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023339H20241003134210NAL0009918817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,336,486
Total liabilities (EOY)
$70
Net assets (EOY)
$8,336,416
Net assets (BOY)
$8,629,460

Income & contributions

Employer contributions
$350,000
Participant contributions
$0
Total contributions
$357,499
Total income / additions
$77,540

Expenses & distributions

Benefits paid
$370,584
Administrative expenses
$0
Total expenses
$370,584
Net increase / (decrease)
-$293,044

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages