2023 Form 5500 filing — Pinnacle Solutions, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620111116NAL0000859139001) for Pinnacle Solutions, Inc. Employee Stock Ownership Plan, reported by Pinnacle Solutions, LLC under EIN 26-1886656 and plan number 002. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240620111116NAL0000859139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle Solutions, LLC
- EIN
- 26-1886656
- Plan number
- 002
- Location
- Huntsville, AL
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,683,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,683,277
- Employer contributions
- $487,366
- Total income / additions
- $45,172,557
- Benefits paid
- $2,306
- Administrative expenses
- $168,295
- Total expenses
- $398,094
- Net increase / (decrease)
- $44,774,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bradley Arrant | LEGAL | $444,850 | not reported in the loaded dataset |
| Principal Financial Group | RECORDKEEPER/BOOKKEEPER | $114,517 | not reported in the loaded dataset |
| Ventura Esop Fiduciary Services | TRUSTEE | $17,000 | not reported in the loaded dataset |
| Holzman Horner | LEGAL | $15,485 | not reported in the loaded dataset |
| Forvis | ACCOUNTANT | $12,945 | not reported in the loaded dataset |