How big is Pinnacle Wealth Advisors LLC's plan?

Pinnacle Wealth Advisors LLC's plan reported $35K in assets and 3 participants for 2024.

Original filing (PDF)20250623143042NAL0014860818001

Pinnacle Wealth Advisors LLC

Name: Pinnacle Wealth Advisors LLC — Pinnacle Wealth, Form 5500 (2024)
Creator: Pinnacle Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Wealth Advisors 401(k) Plan

401(k) retirement plan · Pinnacle Wealth Advisors LLC's Pinnacle Wealth Advisors 401(k) Plan held $35K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Peter Chadwick signed Pinnacle Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Peter Chadwick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pinnacle Wealth Advisors LLC's EIN is 38-3540494.

EIN 38-3540494

Plan number 001

Plan year 2024

ACK ID 20250623143042NAL0014860818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pinnacle Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Wealth Advisors LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score