Civic Intelligence

Pinnacle Wealth

Plan context: Pinnacle Wealth 401(K) Plan

EIN 03-0286593 • South Burlington, VT • 15 filings • 2 plans

20 Kimball Avenue, Suite 107South Burlington, VT 05403
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$952,014

2025 Contributions

$26,943

Historical Graphs

Total Assets Over Time

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

$952,014$476,007$0201120182025YearValue
$952,014Latest year 2025

Participants Over Time

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

420201120182025YearValue
2Latest year 2025

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
202512$952,014$26,943$13,472iApproximate average salary by contribution assumption: employee only about $336,788 at 4% or $224,525 at 6%; with 50% employer match about $224,525 at 4% or $149,683 at 6%; with 100% employer match about $168,394 at 4% or $112,263 at 6%.
Pinnacle Wealth 401(K) Plan-2$952,014$26,943$13,472iApproximate average salary by contribution assumption: employee only about $336,788 at 4% or $224,525 at 6%; with 50% employer match about $224,525 at 4% or $149,683 at 6%; with 100% employer match about $168,394 at 4% or $112,263 at 6%.
202412$802,711$28,804$14,402iApproximate average salary by contribution assumption: employee only about $360,050 at 4% or $240,033 at 6%; with 50% employer match about $240,033 at 4% or $160,022 at 6%; with 100% employer match about $180,025 at 4% or $120,017 at 6%.
Pinnacle Wealth 401(K) Plan-2$802,711$28,804$14,402iApproximate average salary by contribution assumption: employee only about $360,050 at 4% or $240,033 at 6%; with 50% employer match about $240,033 at 4% or $160,022 at 6%; with 100% employer match about $180,025 at 4% or $120,017 at 6%.
202312$701,390$24,037$12,019iApproximate average salary by contribution assumption: employee only about $300,463 at 4% or $200,308 at 6%; with 50% employer match about $200,308 at 4% or $133,539 at 6%; with 100% employer match about $150,231 at 4% or $100,154 at 6%.
Pinnacle Wealth 401(K) Plan-2$701,390$24,037$12,019iApproximate average salary by contribution assumption: employee only about $300,463 at 4% or $200,308 at 6%; with 50% employer match about $200,308 at 4% or $133,539 at 6%; with 100% employer match about $150,231 at 4% or $100,154 at 6%.
202212$563,941$19,632$9,816iApproximate average salary by contribution assumption: employee only about $245,400 at 4% or $163,600 at 6%; with 50% employer match about $163,600 at 4% or $109,067 at 6%; with 100% employer match about $122,700 at 4% or $81,800 at 6%.
Pinnacle Wealth 401(K) Plan-2$563,941$19,632$9,816iApproximate average salary by contribution assumption: employee only about $245,400 at 4% or $163,600 at 6%; with 50% employer match about $163,600 at 4% or $109,067 at 6%; with 100% employer match about $122,700 at 4% or $81,800 at 6%.
202112$679,873$85,862$42,931iApproximate average salary by contribution assumption: employee only about $1,073,275 at 4% or $715,517 at 6%; with 50% employer match about $715,517 at 4% or $477,011 at 6%; with 100% employer match about $536,638 at 4% or $357,758 at 6%.
Pinnacle Wealth 401(K) Plan-2$679,873$85,862$42,931iApproximate average salary by contribution assumption: employee only about $1,073,275 at 4% or $715,517 at 6%; with 50% employer match about $715,517 at 4% or $477,011 at 6%; with 100% employer match about $536,638 at 4% or $357,758 at 6%.
202013$574,536$41,137$13,712iApproximate average salary by contribution assumption: employee only about $342,808 at 4% or $228,539 at 6%; with 50% employer match about $228,539 at 4% or $152,359 at 6%; with 100% employer match about $171,404 at 4% or $114,269 at 6%.
Pinnacle Wealth 401(K) Plan-3$574,536$41,137$13,712iApproximate average salary by contribution assumption: employee only about $342,808 at 4% or $228,539 at 6%; with 50% employer match about $228,539 at 4% or $152,359 at 6%; with 100% employer match about $171,404 at 4% or $114,269 at 6%.
201913$573,650$39,363$13,121iApproximate average salary by contribution assumption: employee only about $328,025 at 4% or $218,683 at 6%; with 50% employer match about $218,683 at 4% or $145,789 at 6%; with 100% employer match about $164,013 at 4% or $109,342 at 6%.
Pinnacle Wealth 401(K) Plan-3$573,650$39,363$13,121iApproximate average salary by contribution assumption: employee only about $328,025 at 4% or $218,683 at 6%; with 50% employer match about $218,683 at 4% or $145,789 at 6%; with 100% employer match about $164,013 at 4% or $109,342 at 6%.
201814$470,093$39,490$9,873iApproximate average salary by contribution assumption: employee only about $246,813 at 4% or $164,542 at 6%; with 50% employer match about $164,542 at 4% or $109,694 at 6%; with 100% employer match about $123,406 at 4% or $82,271 at 6%.
Pinnacle Wealth 401(K) Plan-4$470,093$39,490$9,873iApproximate average salary by contribution assumption: employee only about $246,813 at 4% or $164,542 at 6%; with 50% employer match about $164,542 at 4% or $109,694 at 6%; with 100% employer match about $123,406 at 4% or $82,271 at 6%.
201714$492,358$33,222$8,306iApproximate average salary by contribution assumption: employee only about $207,638 at 4% or $138,425 at 6%; with 50% employer match about $138,425 at 4% or $92,283 at 6%; with 100% employer match about $103,819 at 4% or $69,213 at 6%.
Pinnacle Wealth 401(K) Plan-4$492,358$33,222$8,306iApproximate average salary by contribution assumption: employee only about $207,638 at 4% or $138,425 at 6%; with 50% employer match about $138,425 at 4% or $92,283 at 6%; with 100% employer match about $103,819 at 4% or $69,213 at 6%.
201614$413,982$36,645$9,161iApproximate average salary by contribution assumption: employee only about $229,031 at 4% or $152,688 at 6%; with 50% employer match about $152,688 at 4% or $101,792 at 6%; with 100% employer match about $114,516 at 4% or $76,344 at 6%.
Pinnacle Wealth 401(K) Plan-4$413,982$36,645$9,161iApproximate average salary by contribution assumption: employee only about $229,031 at 4% or $152,688 at 6%; with 50% employer match about $152,688 at 4% or $101,792 at 6%; with 100% employer match about $114,516 at 4% or $76,344 at 6%.
201514$356,950$31,299$7,825iApproximate average salary by contribution assumption: employee only about $195,619 at 4% or $130,413 at 6%; with 50% employer match about $130,413 at 4% or $86,942 at 6%; with 100% employer match about $97,809 at 4% or $65,206 at 6%.
Pinnacle Wealth 401(K) Plan-4$356,950$31,299$7,825iApproximate average salary by contribution assumption: employee only about $195,619 at 4% or $130,413 at 6%; with 50% employer match about $130,413 at 4% or $86,942 at 6%; with 100% employer match about $97,809 at 4% or $65,206 at 6%.
201414$341,046$90,791$22,698iApproximate average salary by contribution assumption: employee only about $567,444 at 4% or $378,296 at 6%; with 50% employer match about $378,296 at 4% or $252,197 at 6%; with 100% employer match about $283,722 at 4% or $189,148 at 6%.
Pinnacle Wealth 401(K) Plan-4$341,046$90,791$22,698iApproximate average salary by contribution assumption: employee only about $567,444 at 4% or $378,296 at 6%; with 50% employer match about $378,296 at 4% or $252,197 at 6%; with 100% employer match about $283,722 at 4% or $189,148 at 6%.
201314$243,749$108,214$27,054iApproximate average salary by contribution assumption: employee only about $676,338 at 4% or $450,892 at 6%; with 50% employer match about $450,892 at 4% or $300,594 at 6%; with 100% employer match about $338,169 at 4% or $225,446 at 6%.
Pinnacle Wealth 401(K) Plan-4$243,749$108,214$27,054iApproximate average salary by contribution assumption: employee only about $676,338 at 4% or $450,892 at 6%; with 50% employer match about $450,892 at 4% or $300,594 at 6%; with 100% employer match about $338,169 at 4% or $225,446 at 6%.
201214$114,127$56,969$14,242iApproximate average salary by contribution assumption: employee only about $356,056 at 4% or $237,371 at 6%; with 50% employer match about $237,371 at 4% or $158,247 at 6%; with 100% employer match about $178,028 at 4% or $118,685 at 6%.
Pinnacle Wealth 401(K) Plan-4$114,127$56,969$14,242iApproximate average salary by contribution assumption: employee only about $356,056 at 4% or $237,371 at 6%; with 50% employer match about $237,371 at 4% or $158,247 at 6%; with 100% employer match about $178,028 at 4% or $118,685 at 6%.
201114$55,000$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Pinnacle Wealth 401(K) Plan-4$55,000$55,000$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.