2023 Form 5500 filing — Pinnacle Financial Corporation 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 20241002194135NAL0009396385001) for Pinnacle Financial Corporation 401(K) Profit Sharing Plan, reported by Pinnacle Financial Corporation under EIN 58-1538862 and plan number 002. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002194135NAL0009396385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle Financial Corporation
- EIN
- 58-1538862
- Plan number
- 002
- Location
- Elberton, GA
- Participants
- 425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,038,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,038,993
- Employer contributions
- $837,885
- Participant contributions
- $1,563,407
- Total income / additions
- $6,654,310
- Benefits paid
- $2,247,406
- Administrative expenses
- $90,372
- Total expenses
- $2,337,778
- Net increase / (decrease)
- $4,316,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifg Advisory | SERVICE PROVIDER | $0 | $56,893 |
| Retirement Benefit Solutions | THIRD PARTY ADMINISTRATO | $0 | $10,965 |