Plan5500

Pinnacle Medical Group, Inc. 401(K) Plan — Form 5500 plan (Pinnacle Medical Group, Inc.)

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 Medical Group, Inc. 401(K) Plan is a benefit plan reported by Pinnacle Medical Group, Inc. under EIN 33-0795271 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9MPlan net assets, end of year$9,030,993
Participants215Covered participants reported
Assets / participant$42KComputed: assets ÷ participants$42,005 (computed)
Provider compensation$59.7K5 Schedule C provider row(s)$59,679
Plan sponsor
Pinnacle Medical Group, Inc.
EIN
33-0795271
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    215 participants · 2Sch HSch C
    View filing →
  2. 2023
    217 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$9,030,993
Total liabilities (EOY)
$0
Net assets (EOY)
$9,030,993
Net assets (BOY)
$7,820,824

Income & contributions

Employer contributions
$262,728
Participant contributions
$299,970
Total contributions
$571,824
Total income / additions
$1,544,841

Expenses & distributions

Benefits paid
$297,760
Administrative expenses
$36,912
Total expenses
$334,672
Net increase / (decrease)
$1,210,169
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$36.6K
    RECORDKEEPER · Direct $36.6K
  2. 2
    Fidelity Investments Institutional$20.1K
    RECORDKEEPER · Direct $20.1K · Indirect $0
  3. 3
    Nfp Retirement, Inc.$2K
    ACCOUNTANT/AUDITOR · Direct $2K
  4. 4
    Strategic Advisors, Inc.$693
    ADVISOR · Direct $693
  5. 5
    Strategic Advisors, Inc.$334
    ADVISOR · Direct $334

What to inspect next

Frequently asked questions

Who sponsors the Pinnacle Medical Group, Inc. 401(K) Plan?
Pinnacle Medical Group, Inc. 401(K) Plan is reported as sponsored by Pinnacle Medical Group, Inc. (EIN 33-0795271, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Pinnacle Medical Group, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Pinnacle Medical Group, Inc. 401(K) Plan is 2023.
How many participants does Pinnacle Medical Group, Inc. 401(K) Plan report?
Pinnacle Medical Group, Inc. 401(K) Plan reports 215 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Pinnacle Medical Group, Inc. 401(K) Plan?
Pinnacle Medical Group, Inc. 401(K) Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages