PINNACLE CAPITAL ADVISORS, LLC
Plan context: PINNACLE CAPITAL ADVISORS, LLC RETIREMENT PLAN
EIN 05-0558238 • Haddonfield, NJ • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$708,886
2025 Contributions
$79,810
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $708,886 | $79,810 | $39,905iApproximate average salary by contribution assumption: employee only about $997,625 at 4% or $665,083 at 6%; with 50% employer match about $665,083 at 4% or $443,389 at 6%; with 100% employer match about $498,813 at 4% or $332,542 at 6%. |
| PINNACLE CAPITAL ADVISORS, LLC RETIREMENT PLAN | - | 2 | $708,886 | $79,810 | $39,905iApproximate average salary by contribution assumption: employee only about $997,625 at 4% or $665,083 at 6%; with 50% employer match about $665,083 at 4% or $443,389 at 6%; with 100% employer match about $498,813 at 4% or $332,542 at 6%. |
| 2024 | 1 | 2 | $499,647 | $78,506 | $39,253iApproximate average salary by contribution assumption: employee only about $981,325 at 4% or $654,217 at 6%; with 50% employer match about $654,217 at 4% or $436,144 at 6%; with 100% employer match about $490,663 at 4% or $327,108 at 6%. |
| PINNACLE CAPITAL ADVISORS, LLC RETIREMENT PLAN | - | 2 | $499,647 | $78,506 | $39,253iApproximate average salary by contribution assumption: employee only about $981,325 at 4% or $654,217 at 6%; with 50% employer match about $654,217 at 4% or $436,144 at 6%; with 100% employer match about $490,663 at 4% or $327,108 at 6%. |
| 2023 | 1 | 2 | $316,478 | $75,360 | $37,680iApproximate average salary by contribution assumption: employee only about $942,000 at 4% or $628,000 at 6%; with 50% employer match about $628,000 at 4% or $418,667 at 6%; with 100% employer match about $471,000 at 4% or $314,000 at 6%. |
| PINNACLE CAPITAL ADVISORS, LLC RETIREMENT PLAN | - | 2 | $316,478 | $75,360 | $37,680iApproximate average salary by contribution assumption: employee only about $942,000 at 4% or $628,000 at 6%; with 50% employer match about $628,000 at 4% or $418,667 at 6%; with 100% employer match about $471,000 at 4% or $314,000 at 6%. |
| 2022 | 1 | 2 | $226,370 | $69,256 | $34,628iApproximate average salary by contribution assumption: employee only about $865,700 at 4% or $577,133 at 6%; with 50% employer match about $577,133 at 4% or $384,756 at 6%; with 100% employer match about $432,850 at 4% or $288,567 at 6%. |
| PINNACLE CAPITAL ADVISORS, LLC RETIREMENT PLAN | - | 2 | $226,370 | $69,256 | $34,628iApproximate average salary by contribution assumption: employee only about $865,700 at 4% or $577,133 at 6%; with 50% employer match about $577,133 at 4% or $384,756 at 6%; with 100% employer match about $432,850 at 4% or $288,567 at 6%. |
| 2021 | 1 | 2 | $213,522 | $65,977 | $32,989iApproximate average salary by contribution assumption: employee only about $824,713 at 4% or $549,808 at 6%; with 50% employer match about $549,808 at 4% or $366,539 at 6%; with 100% employer match about $412,356 at 4% or $274,904 at 6%. |
| PINNACLE CAPITAL ADVISORS, LLC RETIREMENT PLAN | - | 2 | $213,522 | $65,977 | $32,989iApproximate average salary by contribution assumption: employee only about $824,713 at 4% or $549,808 at 6%; with 50% employer match about $549,808 at 4% or $366,539 at 6%; with 100% employer match about $412,356 at 4% or $274,904 at 6%. |
| 2020 | 1 | 2 | $134,144 | $56,119 | $28,060iApproximate average salary by contribution assumption: employee only about $701,488 at 4% or $467,658 at 6%; with 50% employer match about $467,658 at 4% or $311,772 at 6%; with 100% employer match about $350,744 at 4% or $233,829 at 6%. |
| PINNACLE CAPITAL ADVISORS, LLC RETIREMENT PLAN | - | 2 | $134,144 | $56,119 | $28,060iApproximate average salary by contribution assumption: employee only about $701,488 at 4% or $467,658 at 6%; with 50% employer match about $467,658 at 4% or $311,772 at 6%; with 100% employer match about $350,744 at 4% or $233,829 at 6%. |
| 2019 | 1 | 2 | $55,985 | $55,985 | $27,993iApproximate average salary by contribution assumption: employee only about $699,813 at 4% or $466,542 at 6%; with 50% employer match about $466,542 at 4% or $311,028 at 6%; with 100% employer match about $349,906 at 4% or $233,271 at 6%. |
| PINNACLE CAPITAL ADVISORS, LLC RETIREMENT PLAN | - | 2 | $55,985 | $55,985 | $27,993iApproximate average salary by contribution assumption: employee only about $699,813 at 4% or $466,542 at 6%; with 50% employer match about $466,542 at 4% or $311,028 at 6%; with 100% employer match about $349,906 at 4% or $233,271 at 6%. |