2023 Form 5500 filing — Pinnacle Home Care, Inc. 401(K) Profit Sharing 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 20240910033016NAL0006416625001) for Pinnacle Home Care, Inc. 401(K) Profit Sharing Plan, reported by Pinnacle Home Care, Inc. under EIN 45-0502569 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910033016NAL0006416625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle Home Care, Inc.
- EIN
- 45-0502569
- Plan number
- 001
- Location
- Spring Hill, FL
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,685,780
- Total liabilities (EOY)
- $7,965
- Net assets (EOY)
- $3,677,815
- Employer contributions
- $190,060
- Participant contributions
- $344,064
- Total income / additions
- $1,022,243
- Benefits paid
- $582,668
- Administrative expenses
- $18,507
- Total expenses
- $601,175
- Net increase / (decrease)
- $421,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith I | INVESTMENT ADVISOR | $19,751 | not reported in the loaded dataset |
| Massachusetts Mutual Life Insurance | FINANCIAL ADVISOR | $8,138 | $49 |