Pinnacle 401(K) Plan — Form 5500 plan (Pinnacle Services, L.L.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 401(K) Plan is a benefit plan reported by Pinnacle Services, L.L.C. under EIN 75-3022347 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $7,121,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinnacle Services, L.L.C.
EIN
75-3022347
Plan number
001
Plan type
3
Location
Christiansted, VI
Latest filing year
2023
Participants
193
End-of-year plan assets
$7,121,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20241014142838NAL0044876576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,121,217
Total liabilities (EOY)
$256,472
Net assets (EOY)
$6,864,745
Net assets (BOY)
$6,179,208

Income & contributions

Employer contributions
$89,994
Participant contributions
$236,982
Total contributions
$326,976
Total income / additions
$1,488,727

Expenses & distributions

Benefits paid
$748,450
Administrative expenses
$54,740
Total expenses
$803,190
Net increase / (decrease)
$685,537

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ingham & CompanyNONE$52,037$1422023

Related Form 5500 pages