Plan5500

Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan — Form 5500 plan (Pinnacle Orthopaedics & Sports Medicine Specialists, 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 Orthopaedics & Sports Medicine, LLC Cash Balance Plan is a benefit plan reported by Pinnacle Orthopaedics & Sports Medicine Specialists, LLC under EIN 58-2293749 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $6,287,370 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.2MPlan net assets, end of year$6,228,370
Participants165Covered participants reported
Assets / participant$38.1KComputed: assets ÷ participants$38,105 (computed)
Provider compensation$54.7K1 Schedule C provider row(s)$54,746
Plan sponsor
Pinnacle Orthopaedics & Sports Medicine Specialists, LLC
EIN
58-2293749
Plan number
002
Plan type
2
Location
Marietta, GA
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
    165 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)$6.3M total assets
Net assets$6.2MLiabilities$59K
Money in vs. money out
Total income / additions$1.2M
Total expenses-$42K
Benefits paid / distributions$19.2K
Contributions
Employer$812K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$6,287,370
Total liabilities (EOY)
$59,000
Net assets (EOY)
$6,228,370
Net assets (BOY)
$5,014,922

Income & contributions

Employer contributions
$812,000
Total contributions
$812,000
Total income / additions
$1,171,424

Expenses & distributions

Benefits paid
$19,230
Administrative expenses
-$61,254
Total expenses
-$42,024
Net increase / (decrease)
$1,213,448
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.

Total expenses ÷ net assets-1%Computed ratio
Benefits paid ÷ total income2%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
    Merrill Lynch$54.7K
    NONE · Direct $54.7K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan?
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan is reported as sponsored by Pinnacle Orthopaedics & Sports Medicine Specialists, LLC (EIN 58-2293749, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan?
The latest Form 5500 filing year loaded for Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan is 2023.
How many participants does Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan report?
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan reports 165 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan?
Pinnacle Orthopaedics & Sports Medicine, LLC Cash Balance Plan reports $6,287,370 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