Original filing (PDF)20251114091354NAL0002667473001

PINNACLE 139 FINANCIAL GROUP INC

Name: PINNACLE 139 FINANCIAL GROUP INC — PINNACLE FINANCIAL DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: PINNACLE 139 FINANCIAL GROUP INC

Form 5500-SF

FILING_RECEIVED

PINNACLE FINANCIAL DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PINNACLE 139 FINANCIAL GROUP INC.

Plan sponsor

Name

PINNACLE 139 FINANCIAL GROUP INC

EIN

27-1411712

Address

139 CENTRE ST. STE #806 · NEW YORK, NY · 10013

Phone

(212) 952-1880

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-10

Filed

2025-11-14

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Finance & Insurance plans

AUDIT CO. INC.

CLAIM TECHNOLOGIES INCORPORATED 401(K) PLAN

VERTEX INSURANCE GROUP

VERTEX INSURANCE GROUP 401(K) PLAN

IFUNDWOMEN

IFUNDWOMEN 401(K) PLAN

THE MEDICAL COST SAVINGS SOLUTION, LTD

THE MEDICAL COST SAVINGS SOLUTION, LTD DEFINED BENEFIT PENSION PLAN

PROVIDENCE GROUP CORPORATION

PROVIDENCE GROUP CORPORATION 401K PROFIT SHARING PLAN