2023 Form 5500 filing — Pinnacle Physicians, P.C. Employee Benefit 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 20250107134252NAL0019308770001) for Pinnacle Physicians, P.C. Employee Benefit Plan, reported by Pinnacle Physicians, P.C. under EIN 45-5341589 and plan number 501. It reports 88 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$21.4KReported net assets-$21,380
Participants88
Provider compensation$88.3K4 Schedule C row(s)$88,282
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250107134252NAL0019308770001
- Plan sponsor
- Pinnacle Physicians, P.C.
- EIN
- 45-5341589
- Plan number
- 501
- Location
- Trevose, PA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$98.2K total assets
Net assets-$21.4KLiabilities$119.6K
Full reported line items
- Total assets (EOY)
- $98,219
- Total liabilities (EOY)
- $119,599
- Net assets (EOY)
- -$21,380
- Employer contributions
- $857,476
- Participant contributions
- $567,604
- Total income / additions
- $1,427,495
- Benefits paid
- $690,615
- Administrative expenses
- $13,283
- Total expenses
- $1,138,886
- Net increase / (decrease)
- $288,609
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Villanova Health Agency, LLC | BROKER | $48,128 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $21,279 | not reported in the loaded dataset |
| Independence Administrators (Ia) | ADMIN | $13,283 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,592 | not reported in the loaded dataset |