Original filing (PDF)20231004214058NAL0020496657001

PINNACLE CLINICAL RESEARCH, PLLC

Name: PINNACLE CLINICAL RESEARCH, PLLC — PINNACLE CLINICAL RESEARCH 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: PINNACLE CLINICAL RESEARCH, PLLC

Form 5500-SF

FILING_RECEIVED

PINNACLE CLINICAL RESEARCH 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

145

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 CLINICAL RESEARCH, PLLC.

Plan sponsor

Name

PINNACLE CLINICAL RESEARCH, PLLC

EIN

81-1518289

Address

5109 MEDICAL DRIVE, SUITE 200 · SAN ANTONIO, TX · 78229

Phone

(210) 982-0320

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-04

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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