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, The Pinnacle Advisors Pooled Employer 401(K) Plan is a benefit plan reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 353. The latest loaded filing year is 2023. The filing reports 136 participants and $12,593,493 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,593,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,593,493
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $247,289
- Participant contributions
- $501,070
- Total contributions
- $867,465
- Total income / additions
- $1,705,120
Expenses & distributions
- Benefits paid
- $904,815
- Administrative expenses
- $28,692
- Total expenses
- $958,030
- Net increase / (decrease)
- $747,090