Who sponsors the The Pinnacle Advisors Pooled Employer 401(K) Plan?

The Pinnacle Advisors Pooled Employer 401(K) Plan is reported as sponsored by Nesteggs Retirement Plan Services, Inc. (EIN 59-3664112, plan number 353) in public Form 5500 filings.

What is the most recent Form 5500 filing year for The Pinnacle Advisors Pooled Employer 401(K) Plan?

The latest Form 5500 filing year loaded for The Pinnacle Advisors Pooled Employer 401(K) Plan is 2023.

How many participants does The Pinnacle Advisors Pooled Employer 401(K) Plan report?

The Pinnacle Advisors Pooled Employer 401(K) Plan reports 136 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for The Pinnacle Advisors Pooled Employer 401(K) Plan?

The Pinnacle Advisors Pooled Employer 401(K) Plan reports $12,593,493 in end-of-year plan assets in its latest loaded Form 5500 filing.

The Pinnacle Advisors Pooled Employer 401(K) Plan — Form 5500 plan (Nesteggs Retirement Plan 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, The Pinnacle Advisors Pooled Employer 401(K) Plan is a benefit plan reported by Nesteggs Retirement Plan Services, Inc. under EIN 59-3664112 and plan number 353. The latest loaded filing year is 2023. The filing reports 136 participants and $12,593,493 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.6MPlan net assets, end of year$12,593,493

Participants136Covered participants reported

Assets / participant$92.6KComputed: assets ÷ participants$92,599 (computed)

Provider compensation$28.7K2 Schedule C provider row(s)$28,692

Plan sponsor: Nesteggs Retirement Plan Services, Inc.
EIN: 59-3664112
Plan number: 353
Plan type: 3
Location: Jacksonville, FL
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	136	H, C	20260102082120NAL0002082224001

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)$12.6M total assets

Net assets$12.6MLiabilities$0

Money in vs. money out

Total income / additions$1.7M

Total expenses$958K

Benefits paid / distributions$904.8K

Contributions

Employer$247.3K

Participant$501.1K

Full reported line items

Net assets

Total assets (EOY): $12,593,493
Total liabilities (EOY): $0
Net assets (EOY): $12,593,493
Net assets (BOY): $0

Income & contributions

Employer contributions: $247,289
Participant contributions: $501,070
Total contributions: $867,465
Total income / additions: $1,705,120

Expenses & distributions

Benefits paid: $904,815
Administrative expenses: $28,692
Total expenses: $958,030
Net increase / (decrease): $747,090

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)

33%67%

Employer 33%Participant 67%

Total expenses ÷ net assets8%Computed ratio

Benefits paid ÷ total income53%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Nesteggs Ret Plan Services,Inc.	N/A	$21,909	not reported in the loaded dataset	2023
Pinnacle Wealth Planning Services	N/A	$6,783	not reported in the loaded dataset	2023