Civic Intelligence

Pinnacle Investments LLC

Plan context: Pinnacle Investments LLC. 401(K) Profit Sharing Plan

EIN 20-5319494 • East Syracuse, NY • 18 filings • 3 plans

5845 Widewaters ParkwayEast Syracuse, NY 13057
Current Snapshot

Latest Year

2024

2024 Participants

83

2024 Assets

$12,349,863

2024 Contributions

$1,625,983

Historical Graphs

Total Assets Over Time

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

$12,349,863$6,174,932$0200820162024YearValue
$12,349,863Latest year 2024

Participants Over Time

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

83420200720162024YearValue
83Latest year 2024

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
2024183$12,349,863$1,625,983$19,590iApproximate average salary by contribution assumption: employee only about $489,754 at 4% or $326,503 at 6%; with 50% employer match about $326,503 at 4% or $217,668 at 6%; with 100% employer match about $244,877 at 4% or $163,251 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-83$12,349,863$1,625,983$19,590iApproximate average salary by contribution assumption: employee only about $489,754 at 4% or $326,503 at 6%; with 50% employer match about $326,503 at 4% or $217,668 at 6%; with 100% employer match about $244,877 at 4% or $163,251 at 6%.
2023181$9,485,879$1,101,054$13,593iApproximate average salary by contribution assumption: employee only about $339,831 at 4% or $226,554 at 6%; with 50% employer match about $226,554 at 4% or $151,036 at 6%; with 100% employer match about $169,916 at 4% or $113,277 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-81$9,485,879$1,101,054$13,593iApproximate average salary by contribution assumption: employee only about $339,831 at 4% or $226,554 at 6%; with 50% employer match about $226,554 at 4% or $151,036 at 6%; with 100% employer match about $169,916 at 4% or $113,277 at 6%.
2022177$6,895,869$982,575$12,761iApproximate average salary by contribution assumption: employee only about $319,018 at 4% or $212,679 at 6%; with 50% employer match about $212,679 at 4% or $141,786 at 6%; with 100% employer match about $159,509 at 4% or $106,339 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-77$6,895,869$982,575$12,761iApproximate average salary by contribution assumption: employee only about $319,018 at 4% or $212,679 at 6%; with 50% employer match about $212,679 at 4% or $141,786 at 6%; with 100% employer match about $159,509 at 4% or $106,339 at 6%.
2021173$8,354,429$949,868$13,012iApproximate average salary by contribution assumption: employee only about $325,297 at 4% or $216,865 at 6%; with 50% employer match about $216,865 at 4% or $144,577 at 6%; with 100% employer match about $162,649 at 4% or $108,432 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-73$8,354,429$949,868$13,012iApproximate average salary by contribution assumption: employee only about $325,297 at 4% or $216,865 at 6%; with 50% employer match about $216,865 at 4% or $144,577 at 6%; with 100% employer match about $162,649 at 4% or $108,432 at 6%.
2020164$6,869,462$799,035$12,485iApproximate average salary by contribution assumption: employee only about $312,123 at 4% or $208,082 at 6%; with 50% employer match about $208,082 at 4% or $138,721 at 6%; with 100% employer match about $156,062 at 4% or $104,041 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-64$6,869,462$799,035$12,485iApproximate average salary by contribution assumption: employee only about $312,123 at 4% or $208,082 at 6%; with 50% employer match about $208,082 at 4% or $138,721 at 6%; with 100% employer match about $156,062 at 4% or $104,041 at 6%.
2019159$5,267,271$691,342$11,718iApproximate average salary by contribution assumption: employee only about $292,942 at 4% or $195,294 at 6%; with 50% employer match about $195,294 at 4% or $130,196 at 6%; with 100% employer match about $146,471 at 4% or $97,647 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-59$5,267,271$691,342$11,718iApproximate average salary by contribution assumption: employee only about $292,942 at 4% or $195,294 at 6%; with 50% employer match about $195,294 at 4% or $130,196 at 6%; with 100% employer match about $146,471 at 4% or $97,647 at 6%.
2018154$4,019,309$576,959$10,684iApproximate average salary by contribution assumption: employee only about $267,111 at 4% or $178,074 at 6%; with 50% employer match about $178,074 at 4% or $118,716 at 6%; with 100% employer match about $133,555 at 4% or $89,037 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-54$4,019,309$576,959$10,684iApproximate average salary by contribution assumption: employee only about $267,111 at 4% or $178,074 at 6%; with 50% employer match about $178,074 at 4% or $118,716 at 6%; with 100% employer match about $133,555 at 4% or $89,037 at 6%.
2017156$3,551,046$654,546$11,688iApproximate average salary by contribution assumption: employee only about $292,208 at 4% or $194,805 at 6%; with 50% employer match about $194,805 at 4% or $129,870 at 6%; with 100% employer match about $146,104 at 4% or $97,403 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-56$3,551,046$654,546$11,688iApproximate average salary by contribution assumption: employee only about $292,208 at 4% or $194,805 at 6%; with 50% employer match about $194,805 at 4% or $129,870 at 6%; with 100% employer match about $146,104 at 4% or $97,403 at 6%.
2016156$2,577,276$673,647$12,029iApproximate average salary by contribution assumption: employee only about $300,735 at 4% or $200,490 at 6%; with 50% employer match about $200,490 at 4% or $133,660 at 6%; with 100% employer match about $150,368 at 4% or $100,245 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-56$2,577,276$673,647$12,029iApproximate average salary by contribution assumption: employee only about $300,735 at 4% or $200,490 at 6%; with 50% employer match about $200,490 at 4% or $133,660 at 6%; with 100% employer match about $150,368 at 4% or $100,245 at 6%.
2015153$1,970,075$550,475$10,386iApproximate average salary by contribution assumption: employee only about $259,658 at 4% or $173,105 at 6%; with 50% employer match about $173,105 at 4% or $115,404 at 6%; with 100% employer match about $129,829 at 4% or $86,553 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-53$1,970,075$550,475$10,386iApproximate average salary by contribution assumption: employee only about $259,658 at 4% or $173,105 at 6%; with 50% employer match about $173,105 at 4% or $115,404 at 6%; with 100% employer match about $129,829 at 4% or $86,553 at 6%.
2014152$3,177,611$681,591$13,108iApproximate average salary by contribution assumption: employee only about $327,688 at 4% or $218,459 at 6%; with 50% employer match about $218,459 at 4% or $145,639 at 6%; with 100% employer match about $163,844 at 4% or $109,229 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-52$3,177,611$681,591$13,108iApproximate average salary by contribution assumption: employee only about $327,688 at 4% or $218,459 at 6%; with 50% employer match about $218,459 at 4% or $145,639 at 6%; with 100% employer match about $163,844 at 4% or $109,229 at 6%.
2013148$2,679,843$473,281$9,860iApproximate average salary by contribution assumption: employee only about $246,501 at 4% or $164,334 at 6%; with 50% employer match about $164,334 at 4% or $109,556 at 6%; with 100% employer match about $123,250 at 4% or $82,167 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-48$2,679,843$473,281$9,860iApproximate average salary by contribution assumption: employee only about $246,501 at 4% or $164,334 at 6%; with 50% employer match about $164,334 at 4% or $109,556 at 6%; with 100% employer match about $123,250 at 4% or $82,167 at 6%.
2012143$1,983,920$667,509$15,523iApproximate average salary by contribution assumption: employee only about $388,087 at 4% or $258,724 at 6%; with 50% employer match about $258,724 at 4% or $172,483 at 6%; with 100% employer match about $194,043 at 4% or $129,362 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-43$1,983,920$667,509$15,523iApproximate average salary by contribution assumption: employee only about $388,087 at 4% or $258,724 at 6%; with 50% employer match about $258,724 at 4% or $172,483 at 6%; with 100% employer match about $194,043 at 4% or $129,362 at 6%.
2011141$1,332,545$377,533$9,208iApproximate average salary by contribution assumption: employee only about $230,203 at 4% or $153,469 at 6%; with 50% employer match about $153,469 at 4% or $102,312 at 6%; with 100% employer match about $115,102 at 4% or $76,734 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-41$1,332,545$377,533$9,208iApproximate average salary by contribution assumption: employee only about $230,203 at 4% or $153,469 at 6%; with 50% employer match about $153,469 at 4% or $102,312 at 6%; with 100% employer match about $115,102 at 4% or $76,734 at 6%.
2010137$1,600,404$407,196$11,005iApproximate average salary by contribution assumption: employee only about $275,132 at 4% or $183,422 at 6%; with 50% employer match about $183,422 at 4% or $122,281 at 6%; with 100% employer match about $137,566 at 4% or $91,711 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-37$1,600,404$407,196$11,005iApproximate average salary by contribution assumption: employee only about $275,132 at 4% or $183,422 at 6%; with 50% employer match about $183,422 at 4% or $122,281 at 6%; with 100% employer match about $137,566 at 4% or $91,711 at 6%.
2009138$1,242,755$430,801$11,337iApproximate average salary by contribution assumption: employee only about $283,422 at 4% or $188,948 at 6%; with 50% employer match about $188,948 at 4% or $125,965 at 6%; with 100% employer match about $141,711 at 4% or $94,474 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-38$1,242,755$430,801$11,337iApproximate average salary by contribution assumption: employee only about $283,422 at 4% or $188,948 at 6%; with 50% employer match about $188,948 at 4% or $125,965 at 6%; with 100% employer match about $141,711 at 4% or $94,474 at 6%.
2008120$602,718$204,273$10,214iApproximate average salary by contribution assumption: employee only about $255,341 at 4% or $170,228 at 6%; with 50% employer match about $170,228 at 4% or $113,485 at 6%; with 100% employer match about $127,671 at 4% or $85,114 at 6%.
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-20$602,718$204,273$10,214iApproximate average salary by contribution assumption: employee only about $255,341 at 4% or $170,228 at 6%; with 50% employer match about $170,228 at 4% or $113,485 at 6%; with 100% employer match about $127,671 at 4% or $85,114 at 6%.
2007116$0$0-
Pinnacle Investments LLC. 401(K) Profit Sharing Plan-16---