Pinnacle Clinical Research 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Pinnacle Clinical Research, LLC)

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 Clinical Research 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Pinnacle Clinical Research, LLC under EIN 92-0289832 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $2,572,579 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinnacle Clinical Research, LLC
EIN
92-0289832
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
157
End-of-year plan assets
$2,572,579

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20241015114610NAL0014517827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,572,579
Total liabilities (EOY)
$0
Net assets (EOY)
$2,572,579
Net assets (BOY)
$1,405,181

Income & contributions

Employer contributions
$293,592
Participant contributions
$372,485
Total contributions
$717,023
Total income / additions
$1,153,772

Expenses & distributions

Benefits paid
$293,020
Administrative expenses
$20,935
Total expenses
$313,955
Net increase / (decrease)
$839,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Loren D. Stark CompanyRETAINED BY EMPLOYER$16,809not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$2,997$02023

Related Form 5500 pages