Pinnacle Gi Partners Employees' 401(K) Plan — Form 5500 plan (Troy Practice Management, LLC Dba Pinnacle Gi Partners)

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 Gi Partners Employees' 401(K) Plan is a benefit plan reported by Troy Practice Management, LLC Dba Pinnacle Gi Partners under EIN 85-3798113 and plan number 002. The latest loaded filing year is 2023. The filing reports 293 participants and $31,136,688 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Troy Practice Management, LLC Dba Pinnacle Gi Partners
EIN
85-3798113
Plan number
002
Plan type
2
Location
Rochester Hills, MI
Latest filing year
2023
Participants
293
End-of-year plan assets
$31,136,688

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023293H, C20240925143818NAL0008413123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,136,688
Total liabilities (EOY)
$0
Net assets (EOY)
$31,136,688
Net assets (BOY)
$28,859,385

Income & contributions

Employer contributions
$756,319
Participant contributions
$1,499,235
Total contributions
$2,347,415
Total income / additions
$6,973,522

Expenses & distributions

Benefits paid
$4,684,577
Administrative expenses
$16,638
Total expenses
$4,696,219
Net increase / (decrease)
$2,277,303

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$16,638$02023

Related Form 5500 pages