2023 Form 5500 filing — Pinnacle Orthopaedics & Sports Medicine Specialists, LLC Retirement Savings 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 20241015122050NAL0014613251001) for Pinnacle Orthopaedics & Sports Medicine Specialists, LLC Retirement Savings Plan, reported by Pinnacle Orthopaedics & Sports Medicine Specialists, LLC under EIN 58-2293749 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants284

Provider compensation$43.3K2 Schedule C row(s)$43,285

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015122050NAL0014613251001
Plan sponsor: Pinnacle Orthopaedics & Sports Medicine Specialists, LLC
EIN: 58-2293749
Plan number: 001
Location: Atlanta, GA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$3.1M

Total expenses$11.7M

Benefits paid / distributions$11.6M

Contributions

Employer$220.7K

Participant$798.4K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $220,686
Participant contributions: $798,393
Total income / additions: $3,108,462
Benefits paid: $11,649,325
Administrative expenses: $45,133
Total expenses: $11,694,458
Net increase / (decrease): -$8,585,996

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Merrill Lynch, Pierce, Fenner And S$22.2K
RECORDKEEPER · Direct $22.2K · Indirect $0
2
Williamson Advisory Services, Inc.$21.1K
CONSULTANT · Direct $21.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015122050NAL0014613251001 cover?: It is the 2023 Form 5500 filing for Pinnacle Orthopaedics & Sports Medicine Specialists, LLC Retirement Savings Plan, reported by Pinnacle Orthopaedics & Sports Medicine Specialists, LLC (EIN 58-2293749).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).