How big is Pinnacle Wealth's plan?

Pinnacle Wealth's plan reported $952K in assets and 2 participants for 2025.

Original filing (PDF)20260429053931NAL0010620769001

Pinnacle Wealth

Name: Pinnacle Wealth — Pinnacle Wealth 401(k) Plan, Form 5500 (2025)
Creator: Pinnacle Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Wealth 401(k) Plan

401(k) retirement plan · Pinnacle Wealth's Pinnacle Wealth 401(k) Plan held $952K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$952K

Net assets (EOY)

$952K

People on this filing

Kyle Presson signed Pinnacle Wealth's 2025 Form 5500 as plan administrator.

Kyle Presson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pinnacle Wealth's EIN is 03-0286593.

EIN 03-0286593

Plan number 001

Plan year 2025

ACK ID 20260429053931NAL0010620769001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pinnacle Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pinnacle Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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.

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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