2023 Form 5500 filing — Pinnacle Medical Group, Inc. 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 20241120160252NAL0006062304001) for Pinnacle Medical Group, Inc. 401(K) Plan, reported by Pinnacle Medical Group, Inc. under EIN 33-0795271 and plan number 001. It reports 217 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)$9MReported net assets$9,030,993
Participants217
Provider compensation$59.7K5 Schedule C row(s)$59,679
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241120160252NAL0006062304001
Plan sponsor
Pinnacle Medical Group, Inc.
EIN
33-0795271
Plan number
001
Location
Eden Prairie, MN
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.

Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$334.7K
Benefits paid / distributions$297.8K
Contributions
Employer$262.7K
Participant$300K
Full reported line items
Total assets (EOY)
$9,030,993
Total liabilities (EOY)
$0
Net assets (EOY)
$9,030,993
Employer contributions
$262,728
Participant contributions
$299,970
Total income / additions
$1,544,841
Benefits paid
$297,760
Administrative expenses
$36,912
Total expenses
$334,672
Net increase / (decrease)
$1,210,169
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $36.6K
  2. 2
    RECORDKEEPER · Direct $20.1K · Indirect $0
  3. 3
    ACCOUNTANT/AUDITOR · Direct $2K
  4. 4
    ADVISOR · Direct $693
  5. 5
    ADVISOR · Direct $334

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241120160252NAL0006062304001 cover?
It is the 2023 Form 5500 filing for Pinnacle Medical Group, Inc. 401(K) Plan, reported by Pinnacle Medical Group, Inc. (EIN 33-0795271).
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).

Related Form 5500 pages