Original filing (PDF)20250414095635NAL0000712771001

PINNACLE WEALTH & BENEFITS STRATEGIES, INC.

Name: PINNACLE WEALTH & BENEFITS STRATEGIES, INC. — PINNACLE 401 (K) PLAN, Form 5500 (2024)
Creator: PINNACLE WEALTH & BENEFITS STRATEGIES, INC.

Form 5500-SF

FILING_RECEIVED

PINNACLE 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINNACLE WEALTH & BENEFITS STRATEGIES, INC..

Plan sponsor

Name

PINNACLE WEALTH & BENEFITS STRATEGIES, INC.

EIN

22-2388129

Address

151 FRIES MILL ROAD - SUITE 201 · TURNERSVILLE, NJ · 08012

Phone

(856) 348-0251

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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