Pinnacle Home Care, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pinnacle Home Care, 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 Home Care, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pinnacle Home Care, Inc. under EIN 45-0502569 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $3,685,780 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinnacle Home Care, Inc.
EIN
45-0502569
Plan number
001
Plan type
2
Location
Spring Hill, FL
Latest filing year
2023
Participants
181
End-of-year plan assets
$3,685,780

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240910033016NAL0006416625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,685,780
Total liabilities (EOY)
$7,965
Net assets (EOY)
$3,677,815
Net assets (BOY)
$3,256,747

Income & contributions

Employer contributions
$190,060
Participant contributions
$344,064
Total contributions
$631,810
Total income / additions
$1,022,243

Expenses & distributions

Benefits paid
$582,668
Administrative expenses
$18,507
Total expenses
$601,175
Net increase / (decrease)
$421,068

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner Smith IINVESTMENT ADVISOR$19,751not reported in the loaded dataset2023
Massachusetts Mutual Life InsuranceFINANCIAL ADVISOR$8,138$492023

Related Form 5500 pages