Pinnacle Physicians, P.C. Employee Benefit Plan — Form 5500 plan (Pinnacle Physicians, P.C.)

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 Physicians, P.C. Employee Benefit Plan is a benefit plan reported by Pinnacle Physicians, P.C. under EIN 45-5341589 and plan number 501. The latest loaded filing year is 2023. The filing reports 88 participants and $98,219 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$21.4KPlan net assets, end of year-$21,380
Participants88Covered participants reported
Assets / participant$1.1KComputed: assets ÷ participants$1,116 (computed)
Provider compensation$88.3K4 Schedule C provider row(s)$88,282
Plan sponsor
Pinnacle Physicians, P.C.
EIN
45-5341589
Plan number
501
Plan type
2
Location
Trevose, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202388I, C20250107134252NAL0019308770001
Schedule I · 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)$98.2K total assets
Net assets-$21.4KLiabilities$119.6K
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.1M
Benefits paid / distributions$690.6K
Contributions
Employer$857.5K
Participant$567.6K
Full reported line items

Net assets

Total assets (EOY)
$98,219
Total liabilities (EOY)
$119,599
Net assets (EOY)
-$21,380
Net assets (BOY)
-$309,989

Income & contributions

Employer contributions
$857,476
Participant contributions
$567,604
Total income / additions
$1,427,495

Expenses & distributions

Benefits paid
$690,615
Administrative expenses
$13,283
Total expenses
$1,138,886
Net increase / (decrease)
$288,609

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Villanova Health Agency, LLCBROKER$48,128not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$21,279not reported in the loaded dataset2023
Independence Administrators (Ia)ADMIN$13,283not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,592not reported in the loaded dataset2023

Related Form 5500 pages