Civic Intelligence

Pinnacle Wealth Management Partners Inc.

Plan context: PINNACLE WEALTH MANAGEMENT PARTNERS 401(K) PLAN

EIN 01-0929029 • Brighton, MI • 6 filings • 3 plans

7600 Grand RiverSuite 220Brighton, MI 48114
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$147,023

2023 Contributions

$60,614

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$163,477$81,739$0201520222023YearValue
$147,023Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630201520222023YearValue
6Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202316$147,023$60,614$10,102iApproximate average salary by contribution assumption: employee only about $252,558 at 4% or $168,372 at 6%; with 50% employer match about $168,372 at 4% or $112,248 at 6%; with 100% employer match about $126,279 at 4% or $84,186 at 6%.
PINNACLE WEALTH MANAGEMENT PARTNERS 401(K) PLAN-6$147,023$60,614$10,102iApproximate average salary by contribution assumption: employee only about $252,558 at 4% or $168,372 at 6%; with 50% employer match about $168,372 at 4% or $112,248 at 6%; with 100% employer match about $126,279 at 4% or $84,186 at 6%.
202216$69,553$72,729$12,122iApproximate average salary by contribution assumption: employee only about $303,038 at 4% or $202,025 at 6%; with 50% employer match about $202,025 at 4% or $134,683 at 6%; with 100% employer match about $151,519 at 4% or $101,013 at 6%.
PINNACLE WEALTH MANAGEMENT PARTNERS 401(K) PLAN-6$69,553$72,729$12,122iApproximate average salary by contribution assumption: employee only about $303,038 at 4% or $202,025 at 6%; with 50% employer match about $202,025 at 4% or $134,683 at 6%; with 100% employer match about $151,519 at 4% or $101,013 at 6%.
201624$161,261$0-
PINNACLE WEALTH MANAGEMENT PARTNERS, INC. RETIREMENT PLAN-4$86,641--
Pinnacle Wealth Management Partners Inc. 401(K) Plan-4$74,620--
201525$163,477$163,477$32,695iApproximate average salary by contribution assumption: employee only about $817,385 at 4% or $544,923 at 6%; with 50% employer match about $544,923 at 4% or $363,282 at 6%; with 100% employer match about $408,693 at 4% or $272,462 at 6%.
PINNACLE WEALTH MANAGEMENT PARTNERS, INC. RETIREMENT PLAN-5$99,494$99,494$19,899iApproximate average salary by contribution assumption: employee only about $497,470 at 4% or $331,647 at 6%; with 50% employer match about $331,647 at 4% or $221,098 at 6%; with 100% employer match about $248,735 at 4% or $165,823 at 6%.
Pinnacle Wealth Management Partners Inc. 401(K) Plan-5$63,983$63,983$12,797iApproximate average salary by contribution assumption: employee only about $319,915 at 4% or $213,277 at 6%; with 50% employer match about $213,277 at 4% or $142,184 at 6%; with 100% employer match about $159,958 at 4% or $106,638 at 6%.