How big is Pinnacle Wealth Management Partners, Inc.'s plan?

Pinnacle Wealth Management Partners, Inc.'s plan reported $147K in assets and 8 participants for 2023.

Original filing (PDF)20240506220058NAL0041906992031

Pinnacle Wealth Management Partners, Inc.

Name: Pinnacle Wealth Management Partners, Inc. — Form 5500 Plan 003 (2023)
Creator: Pinnacle Wealth Management Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Wealth Management Partners 401(k) Plan

401(k) retirement plan · Pinnacle Wealth Management Partners, Inc.'s Pinnacle Wealth Management Partners 401(k) Plan held $147K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

Plan identifiers

Pinnacle Wealth Management Partners, Inc.'s EIN is 01-0929029.

EIN 01-0929029

Plan number 003

Plan year 2023

ACK ID 20240506220058NAL0041906992031

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pinnacle Wealth Management Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pinnacle Wealth Management Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PINNACLE WEALTH MANAGEMENT PARTNERS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score