Original filing (PDF)20260217093536NAL0007296226001

Pinnacle Wealth & Benefits Strategies, Inc.

Name: Pinnacle Wealth & Benefits Strategies, Inc. — Form 5500 Plan 001 (2025)
Creator: Pinnacle Wealth & Benefits Strategies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle 401 (K) Plan

401(k) retirement plan · Pinnacle Wealth & Benefits Strategies, Inc.'s Pinnacle 401 (K) Plan held $1.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PINNACLE WEALTH & BENEFITS STRATEGIES, INC.

EIN

22-2388129all filings

Address

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

Phone

(856) 348-0251

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator