2023 Form 5500 filing — Pinnacle Employee Services, LLC 401(K) And 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 20241008063035NAL0016237953002) for Pinnacle Employee Services, LLC 401(K) And Profit Sharing Plan, reported by Pinnacle Employee Services, LLC under EIN 47-1368882 and plan number 333. It reports 1,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008063035NAL0016237953002
Filing year
2023
Form type
3
Plan sponsor
Pinnacle Employee Services, LLC
EIN
47-1368882
Plan number
333
Location
East Syracuse, NY
Participants
1,351
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$25,823,191
Net assets (EOY)
$25,823,191
Employer contributions
$944,238
Participant contributions
$2,541,791
Total income / additions
$7,049,899
Benefits paid
$1,452,750
Administrative expenses
$73,262
Total expenses
$1,535,292
Net increase / (decrease)
$5,514,607
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Financial Life Ins CoRECORDKEEPER$54,062$0
Bonadio & Co. Cpa'S LlpAUDITOR$19,200not reported in the loaded dataset

Related Form 5500 pages