2023 Form 5500 filing — The Pinnacle Advisors Pooled Employer 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 20260102082120NAL0002082224001) for The Pinnacle Advisors Pooled Employer 401(K) Plan, reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 353. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$12.6MReported net assets$12,593,493
Participants136
Provider compensation$28.7K2 Schedule C row(s)$28,692
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260102082120NAL0002082224001
- Plan sponsor
- Nesteggs Retirement Plan Services, Inc.
- EIN
- 59-3664112
- Plan number
- 353
- Location
- Jacksonville, FL
- Received date
- not reported in the loaded dataset
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)$12.6M total assets
Net assets$12.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,593,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,593,493
- Employer contributions
- $247,289
- Participant contributions
- $501,070
- Total income / additions
- $1,705,120
- Benefits paid
- $904,815
- Administrative expenses
- $28,692
- Total expenses
- $958,030
- Net increase / (decrease)
- $747,090
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nesteggs Ret Plan Services,Inc. | N/A | $21,909 | not reported in the loaded dataset |
| Pinnacle Wealth Planning Services | N/A | $6,783 | not reported in the loaded dataset |