P 401(k) Plan Report

Stable plan record

PINNACLE PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by PINNACLE PRIVATE WEALTH ADVISO · EIN/PN 932304993-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$7,801
Administrative cost per participant
2025
$214
Active participants
2025
7
Total plan assets
2025
$305,924
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260414212911NAL00113702750017$7,801
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.