Original filing (PDF)20240618120203NAL0005882850002

PINNACLE SOFTWARE, INC.

Name: PINNACLE SOFTWARE, INC. — PINNACLE SOFTWARE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PINNACLE SOFTWARE, INC.

Form 5500-SF

FILING_RECEIVED

PINNACLE SOFTWARE, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$537K

Net assets (EOY)

$537K

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.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

PINNACLE SOFTWARE, INC.

EIN

65-0107038

Address

2001 W. CYPRESS CREEK ROAD · SUITE 103 · FT. LAUDERDALE, FL · 33309

Phone

(954) 938-8870

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

DATA PRECISION SYSTEMS, LLC

DATA PRECISION SYSTEMS, LLC 401(K) PLAN

$536K · 2 participants

MICROSUPPORT INC

MICROSUPPORT INC 401(K) PROFIT SHARING PLAN & TRUST

$536K · 3 participants

KAY MULTIMEDIA, INC. D/B/A MIRRORNYC

MIRRORNYC 401(K) PROFIT SHARING PLAN

$538K · 17 participants

DATALOCK CONSULTING GROUP LLC

$538K · 5 participants

NIAGARA NETWORKS, INC.

NIAGARA NETWORKS, INC. PROFIT SHARING 401(K) PLAN