Pinnacle Oil Holdings 401(K) Plan — Form 5500 plan (Pinnacle Oil Holdings, LLC)

Plain-English plan 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, Pinnacle Oil Holdings 401(K) Plan is a benefit plan reported by Pinnacle Oil Holdings, LLC under EIN 26-3085119 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $4,392,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinnacle Oil Holdings, LLC
EIN
26-3085119
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
188
End-of-year plan assets
$4,392,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241014140940NAL0026371233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,392,687
Total liabilities (EOY)
$0
Net assets (EOY)
$4,392,687
Net assets (BOY)
$3,600,801

Income & contributions

Employer contributions
$258,318
Participant contributions
$427,661
Total contributions
$685,979
Total income / additions
$1,373,856

Expenses & distributions

Benefits paid
$538,543
Administrative expenses
$43,427
Total expenses
$581,970
Net increase / (decrease)
$791,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hurlow Wealth ManagementRIA$20,450not reported in the loaded dataset2023
Benefit Plans PlusTPA$3,775not reported in the loaded dataset2023
John HancockRECORDKEEPER$2,112$02023

Related Form 5500 pages