Civic Intelligence

Pinnacle Insurance & Financial Services LLC

Plan context: Pinnacle Insurance & Financial Services LLC 401(K)Plan

EIN 26-1337123 • Jacksonville, FL • 13 filings • 2 plans

12724 Gran Bay ParkwaySuite 150Jacksonville, FL 32258
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$3,918,515

2024 Contributions

$626,483

Historical Graphs

Total Assets Over Time

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

$3,918,515$1,959,258$0201220182024YearValue
$3,918,515Latest year 2024

Participants Over Time

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

52260201320192024YearValue
52Latest 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
2024152$3,918,515$626,483$12,048iApproximate average salary by contribution assumption: employee only about $301,194 at 4% or $200,796 at 6%; with 50% employer match about $200,796 at 4% or $133,864 at 6%; with 100% employer match about $150,597 at 4% or $100,398 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-52$3,918,515$626,483$12,048iApproximate average salary by contribution assumption: employee only about $301,194 at 4% or $200,796 at 6%; with 50% employer match about $200,796 at 4% or $133,864 at 6%; with 100% employer match about $150,597 at 4% or $100,398 at 6%.
2023144$3,083,875$464,132$10,548iApproximate average salary by contribution assumption: employee only about $263,711 at 4% or $175,808 at 6%; with 50% employer match about $175,808 at 4% or $117,205 at 6%; with 100% employer match about $131,856 at 4% or $87,904 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-44$3,083,875$464,132$10,548iApproximate average salary by contribution assumption: employee only about $263,711 at 4% or $175,808 at 6%; with 50% employer match about $175,808 at 4% or $117,205 at 6%; with 100% employer match about $131,856 at 4% or $87,904 at 6%.
2022142$2,556,926$402,884$9,592iApproximate average salary by contribution assumption: employee only about $239,812 at 4% or $159,875 at 6%; with 50% employer match about $159,875 at 4% or $106,583 at 6%; with 100% employer match about $119,906 at 4% or $79,937 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-42$2,556,926$402,884$9,592iApproximate average salary by contribution assumption: employee only about $239,812 at 4% or $159,875 at 6%; with 50% employer match about $159,875 at 4% or $106,583 at 6%; with 100% employer match about $119,906 at 4% or $79,937 at 6%.
2021144$2,975,862$371,974$8,454iApproximate average salary by contribution assumption: employee only about $211,349 at 4% or $140,899 at 6%; with 50% employer match about $140,899 at 4% or $93,933 at 6%; with 100% employer match about $105,674 at 4% or $70,450 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-44$2,975,862$371,974$8,454iApproximate average salary by contribution assumption: employee only about $211,349 at 4% or $140,899 at 6%; with 50% employer match about $140,899 at 4% or $93,933 at 6%; with 100% employer match about $105,674 at 4% or $70,450 at 6%.
2020143$2,258,447$345,532$8,036iApproximate average salary by contribution assumption: employee only about $200,891 at 4% or $133,927 at 6%; with 50% employer match about $133,927 at 4% or $89,285 at 6%; with 100% employer match about $100,445 at 4% or $66,964 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-43$2,258,447$345,532$8,036iApproximate average salary by contribution assumption: employee only about $200,891 at 4% or $133,927 at 6%; with 50% employer match about $133,927 at 4% or $89,285 at 6%; with 100% employer match about $100,445 at 4% or $66,964 at 6%.
2019141$1,636,502$241,683$5,895iApproximate average salary by contribution assumption: employee only about $147,368 at 4% or $98,245 at 6%; with 50% employer match about $98,245 at 4% or $65,497 at 6%; with 100% employer match about $73,684 at 4% or $49,123 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-41$1,636,502$241,683$5,895iApproximate average salary by contribution assumption: employee only about $147,368 at 4% or $98,245 at 6%; with 50% employer match about $98,245 at 4% or $65,497 at 6%; with 100% employer match about $73,684 at 4% or $49,123 at 6%.
2018137$1,160,257$185,076$5,002iApproximate average salary by contribution assumption: employee only about $125,051 at 4% or $83,368 at 6%; with 50% employer match about $83,368 at 4% or $55,578 at 6%; with 100% employer match about $62,526 at 4% or $41,684 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-37$1,160,257$185,076$5,002iApproximate average salary by contribution assumption: employee only about $125,051 at 4% or $83,368 at 6%; with 50% employer match about $83,368 at 4% or $55,578 at 6%; with 100% employer match about $62,526 at 4% or $41,684 at 6%.
2017128$1,082,957$140,774$5,028iApproximate average salary by contribution assumption: employee only about $125,691 at 4% or $83,794 at 6%; with 50% employer match about $83,794 at 4% or $55,863 at 6%; with 100% employer match about $62,846 at 4% or $41,897 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-28$1,082,957$140,774$5,028iApproximate average salary by contribution assumption: employee only about $125,691 at 4% or $83,794 at 6%; with 50% employer match about $83,794 at 4% or $55,863 at 6%; with 100% employer match about $62,846 at 4% or $41,897 at 6%.
2016124$792,895$105,056$4,377iApproximate average salary by contribution assumption: employee only about $109,433 at 4% or $72,956 at 6%; with 50% employer match about $72,956 at 4% or $48,637 at 6%; with 100% employer match about $54,717 at 4% or $36,478 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-24$792,895$105,056$4,377iApproximate average salary by contribution assumption: employee only about $109,433 at 4% or $72,956 at 6%; with 50% employer match about $72,956 at 4% or $48,637 at 6%; with 100% employer match about $54,717 at 4% or $36,478 at 6%.
2015117$640,509$107,052$6,297iApproximate average salary by contribution assumption: employee only about $157,429 at 4% or $104,953 at 6%; with 50% employer match about $104,953 at 4% or $69,969 at 6%; with 100% employer match about $78,715 at 4% or $52,476 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-17$640,509$107,052$6,297iApproximate average salary by contribution assumption: employee only about $157,429 at 4% or $104,953 at 6%; with 50% employer match about $104,953 at 4% or $69,969 at 6%; with 100% employer match about $78,715 at 4% or $52,476 at 6%.
2014116$571,709$84,433$5,277iApproximate average salary by contribution assumption: employee only about $131,927 at 4% or $87,951 at 6%; with 50% employer match about $87,951 at 4% or $58,634 at 6%; with 100% employer match about $65,963 at 4% or $43,976 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-16$571,709$84,433$5,277iApproximate average salary by contribution assumption: employee only about $131,927 at 4% or $87,951 at 6%; with 50% employer match about $87,951 at 4% or $58,634 at 6%; with 100% employer match about $65,963 at 4% or $43,976 at 6%.
2013114$464,683$74,803$5,343iApproximate average salary by contribution assumption: employee only about $133,577 at 4% or $89,051 at 6%; with 50% employer match about $89,051 at 4% or $59,367 at 6%; with 100% employer match about $66,788 at 4% or $44,526 at 6%.
Pinnacle Insurance & Financial Services LLC 401(K)Plan-14$464,683$74,803$5,343iApproximate average salary by contribution assumption: employee only about $133,577 at 4% or $89,051 at 6%; with 50% employer match about $89,051 at 4% or $59,367 at 6%; with 100% employer match about $66,788 at 4% or $44,526 at 6%.
201210$3,006$3,006-
Pinnacle Insurance & Financial Services LLC 401(K)Plan-0$3,006$3,006-