Original filing (PDF)20251015104254NAL0009140082001

PINNACLE INDUSTRIAL ENTERPRISES, INC.

Name: PINNACLE INDUSTRIAL ENTERPRISES, INC. — PINNACLE PLASTIC PRODUCTS EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: PINNACLE INDUSTRIAL ENTERPRISES, INC.

Form 5500

FILING_RECEIVED

PINNACLE PLASTIC PRODUCTS EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holding100% employer stock

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$6.4M

Net assets (EOY)

-$4.8M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 INDUSTRIAL ENTERPRISES, INC..

Plan sponsor

Name

PINNACLE INDUSTRIAL ENTERPRISES, INC.

EIN

34-1806902

Address

513 NAPOLEON ROAD · BOWLING GREEN, OH · 43402

Phone

(419) 352-8688

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2I · Stock bonus

2Q · S-corporation ESOP

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

WILLIAM VAUGHAN COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $6.3M(99% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Pinnacle Industrial Enterprises, Inc. 600,000 shares of common stock	—	—	$14.4M	$6.3M	99.1%

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