Pinnacle Services, Inc. 401(K) Plan And Trust — Form 5500 plan (Pinnacle Services, 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 Services, Inc. 401(K) Plan And Trust is a benefit plan reported by Pinnacle Services, Inc. under EIN 41-1955603 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $2,081,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinnacle Services, Inc.
- EIN
- 41-1955603
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $2,081,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241203180250NAL0001671427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,081,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,081,837
- Net assets (BOY)
- $1,379,515
Income & contributions
- Employer contributions
- $87,326
- Participant contributions
- $402,121
- Total contributions
- $615,171
- Total income / additions
- $903,924
Expenses & distributions
- Benefits paid
- $174,713
- Administrative expenses
- $26,889
- Total expenses
- $201,602
- Net increase / (decrease)
- $702,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,505 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $5,792 | 2023 |
| Superiorusa Corporation | CONTRACT ADMINISTRATOR | $4,382 | $724 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pinnacle Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Superiorusa Corporation — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation