Original filing (PDF)20240308091051NAL0028336673001

Pinnacle Associates, Ltd.

Name: Pinnacle Associates, Ltd. — IMVA 401(k) Profit, Form 5500 (2023)
Creator: Pinnacle Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IMVA 401(k) Profit Sharing Plan

401(k) retirement plan · Pinnacle Associates, Ltd.'s IMVA 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Pinnacle Associates, Ltd.'s EIN is 13-3220717.

EIN 13-3220717

Plan number 002

Plan year 2023

ACK ID 20240308091051NAL0028336673001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pinnacle Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pinnacle Associates, Ltd.'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 ASSOCIATES, LTD.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score