How big is Pinnacle Accounting &AMP Financ's plan?

Pinnacle Accounting &AMP Financ's plan reported $98K in assets and 5 participants for 2024.

Original filing (PDF)20250610171850NAL0015037905001

Pinnacle Accounting &AMP Financ

Name: Pinnacle Accounting &AMP Financ — Pinnacle Accountin, Form 5500 (2024)
Creator: Pinnacle Accounting &AMP Financ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Accounting & Financial Services

401(k) retirement plan · Pinnacle Accounting &AMP Financ's Pinnacle Accounting & Financial Services held $98K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

People on this filing

Shirley Horner signed Pinnacle Accounting &AMP Financ's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Accounting &AMP Financ's EIN is 87-1603957.

EIN 87-1603957

Plan number 001

Plan year 2024

ACK ID 20250610171850NAL0015037905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pinnacle Accounting &AMP Financ from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Accounting &AMP Financ's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off