Pinnacle Wealth Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pinnacle Wealth Advisors is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $34,104 and reported indirect compensation totals $76,977.
Reported compensation summary
- Reported direct compensation
- $34,104
- Reported indirect compensation
- $76,977
- Total reported compensation
- $111,081
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Opensesame, Inc. | OR | 1 | $76,977 |
| Weston Investment Company, LLC Dba American Property Management | OR | 1 | $23,817 |
| Mackin & Son Automotive, Inc. | WA | 1 | $10,287 |
State footprint
Plans reporting Pinnacle Wealth Advisors are sponsored in OR (2), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Opensesame, Inc. | Opensesame 401k Plan | 2023 | $0 | $76,977 |
| Weston Investment Company, LLC Dba American Property Management | American Property Management Retirement Plan | 2023 | $23,817 | not reported in the loaded dataset |
| Mackin & Son Automotive, Inc. | Mackin & Son Automotive, Inc. Profit Sharing Plan | 2023 | $10,287 | $0 |
Related Form 5500 pages
- Opensesame 401k Plan (plan 001)
- Opensesame, Inc. — all reported plans
- American Property Management Retirement Plan (plan 001)
- Weston Investment Company, LLC Dba American Property Management — all reported plans
- Mackin & Son Automotive, Inc. Profit Sharing Plan (plan 001)
- Mackin & Son Automotive, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources