Original filing (PDF)20250528084216NAL0006353249001

PINNACLE CONSULTING GROUP, LLC

Name: PINNACLE CONSULTING GROUP, LLC — PINNACLE CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PINNACLE CONSULTING GROUP, LLC

Form 5500-SF

FILING_RECEIVED

PINNACLE CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

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 CONSULTING GROUP, LLC.

Plan sponsor

Name

PINNACLE CONSULTING GROUP, LLC

EIN

56-2308153

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 406-9628

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

SSC ADVISORS, INC.

SSC ADVISORS, INC. 401(K) PROFIT SHARING PLAN

$6.6M · 61 participants

CROW SHIELDS BAILEY PC

CROW SHIELDS BAILEY PC PROFIT SHARING PLAN

$6.6M · 53 participants

SILVERMAN LINDEN LLP

SILVERMAN LINDEN LLP PROFIT SHARING PLAN

$6.6M · 4 participants

KLEPADLO WINNELL NUORALA PC

KLEPADLO WINNELL NUORALA PC 401(K) PROFIT SHARING PLAN

$6.6M · 19 participants

SCHAEFFER & SAM, CPA, P.C.

SCHAEFFER & SAM, CPA, P.C. 401(K) PROFIT SHARING PLAN