2023 Form 5500 filing — Pinnacle Gi Partners Employees' 401(K) 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 20240925143818NAL0008413123001) for Pinnacle Gi Partners Employees' 401(K) Plan, reported by Troy Practice Management, LLC Dba Pinnacle Gi Partners under EIN 85-3798113 and plan number 002. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925143818NAL0008413123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Troy Practice Management, LLC Dba Pinnacle Gi Partners
- EIN
- 85-3798113
- Plan number
- 002
- Location
- Rochester Hills, MI
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,136,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,136,688
- Employer contributions
- $756,319
- Participant contributions
- $1,499,235
- Total income / additions
- $6,973,522
- Benefits paid
- $4,684,577
- Administrative expenses
- $16,638
- Total expenses
- $4,696,219
- Net increase / (decrease)
- $2,277,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,638 | $0 |