Pinnacle Financial Corporation 401(K) Profit Sharing 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 401(K) Profit Sharing Plan is a benefit plan reported by Pinnacle Financial Corporation under EIN 58-1538862 and plan number 002. The latest loaded filing year is 2023. The filing reports 425 participants and $25,038,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinnacle Financial Corporation
- EIN
- 58-1538862
- Plan number
- 002
- Plan type
- 2
- Location
- Elberton, GA
- Latest filing year
- 2023
- Participants
- 425
- End-of-year plan assets
- $25,038,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 425 | H, C | 20241002194135NAL0009396385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,038,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,038,993
- Net assets (BOY)
- $20,722,461
Income & contributions
- Employer contributions
- $837,885
- Participant contributions
- $1,563,407
- Total contributions
- $3,044,049
- Total income / additions
- $6,654,310
Expenses & distributions
- Benefits paid
- $2,247,406
- Administrative expenses
- $90,372
- Total expenses
- $2,337,778
- Net increase / (decrease)
- $4,316,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ifg Advisory | SERVICE PROVIDER | $0 | $56,893 | 2023 |
| Retirement Benefit Solutions | THIRD PARTY ADMINISTRATO | $0 | $10,965 | 2023 |