Civic Intelligence

Pinnacle Financial Advisors LLC

Plan context: Pinnacle Financial Advisors LLC 401(K) Plan

EIN 20-3367619 • West Chester, OH • 14 filings • 2 plans

9100 West Chester TowneCentre Drive, Suite 225West Chester, OH 45069
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$2,896,097

2021 Contributions

$127,406

Historical Graphs

Total Assets Over Time

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

$2,896,097$1,448,049$0200820142020YearValue
$2,896,097Latest year 2020

Participants Over Time

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

950200820142020YearValue
9Latest year 2020

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
202110$0$127,406-
Pinnacle Financial Advisors LLC 401(K) Plan-0$0$127,406-
202019$2,896,097$145,322$16,147iApproximate average salary by contribution assumption: employee only about $403,672 at 4% or $269,115 at 6%; with 50% employer match about $269,115 at 4% or $179,410 at 6%; with 100% employer match about $201,836 at 4% or $134,557 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-9$2,896,097$145,322$16,147iApproximate average salary by contribution assumption: employee only about $403,672 at 4% or $269,115 at 6%; with 50% employer match about $269,115 at 4% or $179,410 at 6%; with 100% employer match about $201,836 at 4% or $134,557 at 6%.
201918$2,340,215$133,099$16,637iApproximate average salary by contribution assumption: employee only about $415,934 at 4% or $277,290 at 6%; with 50% employer match about $277,290 at 4% or $184,860 at 6%; with 100% employer match about $207,967 at 4% or $138,645 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-8$2,340,215$133,099$16,637iApproximate average salary by contribution assumption: employee only about $415,934 at 4% or $277,290 at 6%; with 50% employer match about $277,290 at 4% or $184,860 at 6%; with 100% employer match about $207,967 at 4% or $138,645 at 6%.
201819$1,788,569$130,088$14,454iApproximate average salary by contribution assumption: employee only about $361,356 at 4% or $240,904 at 6%; with 50% employer match about $240,904 at 4% or $160,602 at 6%; with 100% employer match about $180,678 at 4% or $120,452 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-9$1,788,569$130,088$14,454iApproximate average salary by contribution assumption: employee only about $361,356 at 4% or $240,904 at 6%; with 50% employer match about $240,904 at 4% or $160,602 at 6%; with 100% employer match about $180,678 at 4% or $120,452 at 6%.
201719$1,833,880$124,277$13,809iApproximate average salary by contribution assumption: employee only about $345,214 at 4% or $230,143 at 6%; with 50% employer match about $230,143 at 4% or $153,428 at 6%; with 100% employer match about $172,607 at 4% or $115,071 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-9$1,833,880$124,277$13,809iApproximate average salary by contribution assumption: employee only about $345,214 at 4% or $230,143 at 6%; with 50% employer match about $230,143 at 4% or $153,428 at 6%; with 100% employer match about $172,607 at 4% or $115,071 at 6%.
201619$1,434,857$122,107$13,567iApproximate average salary by contribution assumption: employee only about $339,186 at 4% or $226,124 at 6%; with 50% employer match about $226,124 at 4% or $150,749 at 6%; with 100% employer match about $169,593 at 4% or $113,062 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-9$1,434,857$122,107$13,567iApproximate average salary by contribution assumption: employee only about $339,186 at 4% or $226,124 at 6%; with 50% employer match about $226,124 at 4% or $150,749 at 6%; with 100% employer match about $169,593 at 4% or $113,062 at 6%.
201518$1,186,160$161,148$20,144iApproximate average salary by contribution assumption: employee only about $503,588 at 4% or $335,725 at 6%; with 50% employer match about $335,725 at 4% or $223,817 at 6%; with 100% employer match about $251,794 at 4% or $167,863 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-8$1,186,160$161,148$20,144iApproximate average salary by contribution assumption: employee only about $503,588 at 4% or $335,725 at 6%; with 50% employer match about $335,725 at 4% or $223,817 at 6%; with 100% employer match about $251,794 at 4% or $167,863 at 6%.
201418$1,090,701$176,542$22,068iApproximate average salary by contribution assumption: employee only about $551,694 at 4% or $367,796 at 6%; with 50% employer match about $367,796 at 4% or $245,197 at 6%; with 100% employer match about $275,847 at 4% or $183,898 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-8$1,090,701$176,542$22,068iApproximate average salary by contribution assumption: employee only about $551,694 at 4% or $367,796 at 6%; with 50% employer match about $367,796 at 4% or $245,197 at 6%; with 100% employer match about $275,847 at 4% or $183,898 at 6%.
201318$858,311$94,909$11,864iApproximate average salary by contribution assumption: employee only about $296,591 at 4% or $197,727 at 6%; with 50% employer match about $197,727 at 4% or $131,818 at 6%; with 100% employer match about $148,295 at 4% or $98,864 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-8$858,311$94,909$11,864iApproximate average salary by contribution assumption: employee only about $296,591 at 4% or $197,727 at 6%; with 50% employer match about $197,727 at 4% or $131,818 at 6%; with 100% employer match about $148,295 at 4% or $98,864 at 6%.
201218$615,677$99,755$12,469iApproximate average salary by contribution assumption: employee only about $311,734 at 4% or $207,823 at 6%; with 50% employer match about $207,823 at 4% or $138,549 at 6%; with 100% employer match about $155,867 at 4% or $103,911 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-8$615,677$99,755$12,469iApproximate average salary by contribution assumption: employee only about $311,734 at 4% or $207,823 at 6%; with 50% employer match about $207,823 at 4% or $138,549 at 6%; with 100% employer match about $155,867 at 4% or $103,911 at 6%.
201117$448,737$84,699$12,100iApproximate average salary by contribution assumption: employee only about $302,496 at 4% or $201,664 at 6%; with 50% employer match about $201,664 at 4% or $134,443 at 6%; with 100% employer match about $151,248 at 4% or $100,832 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-7$448,737$84,699$12,100iApproximate average salary by contribution assumption: employee only about $302,496 at 4% or $201,664 at 6%; with 50% employer match about $201,664 at 4% or $134,443 at 6%; with 100% employer match about $151,248 at 4% or $100,832 at 6%.
201016$435,567$48,967$8,161iApproximate average salary by contribution assumption: employee only about $204,029 at 4% or $136,019 at 6%; with 50% employer match about $136,019 at 4% or $90,680 at 6%; with 100% employer match about $102,015 at 4% or $68,010 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-6$435,567$48,967$8,161iApproximate average salary by contribution assumption: employee only about $204,029 at 4% or $136,019 at 6%; with 50% employer match about $136,019 at 4% or $90,680 at 6%; with 100% employer match about $102,015 at 4% or $68,010 at 6%.
200918$363,331$7,621$953iApproximate average salary by contribution assumption: employee only about $23,816 at 4% or $15,877 at 6%; with 50% employer match about $15,877 at 4% or $10,585 at 6%; with 100% employer match about $11,908 at 4% or $7,939 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-8$363,331$7,621$953iApproximate average salary by contribution assumption: employee only about $23,816 at 4% or $15,877 at 6%; with 50% employer match about $15,877 at 4% or $10,585 at 6%; with 100% employer match about $11,908 at 4% or $7,939 at 6%.
200816$272,603$57,077$9,513iApproximate average salary by contribution assumption: employee only about $237,821 at 4% or $158,547 at 6%; with 50% employer match about $158,547 at 4% or $105,698 at 6%; with 100% employer match about $118,910 at 4% or $79,274 at 6%.
Pinnacle Financial Advisors LLC 401(K) Plan-6$272,603$57,077$9,513iApproximate average salary by contribution assumption: employee only about $237,821 at 4% or $158,547 at 6%; with 50% employer match about $158,547 at 4% or $105,698 at 6%; with 100% employer match about $118,910 at 4% or $79,274 at 6%.