PINNACLE FINANCIAL ADVISORS, INC.
Plan context: Pinnacle Financial Advisors LLC Retirement Plan with 401K Provisions
EIN 31-1398733 • 8 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
6
2007 Assets
$329,030
2007 Contributions
$79,657
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 6 | $329,030 | $79,657 | $13,276iApproximate average salary by contribution assumption: employee only about $331,904 at 4% or $221,269 at 6%; with 50% employer match about $221,269 at 4% or $147,513 at 6%; with 100% employer match about $165,952 at 4% or $110,635 at 6%. |
| Pinnacle Financial Advisors LLC Retirement Plan with 401K Provisions | - | 6 | $329,030 | $79,657 | $13,276iApproximate average salary by contribution assumption: employee only about $331,904 at 4% or $221,269 at 6%; with 50% employer match about $221,269 at 4% or $147,513 at 6%; with 100% employer match about $165,952 at 4% or $110,635 at 6%. |
| 2006 | 1 | 5 | $239,860 | $26,571 | $5,314iApproximate average salary by contribution assumption: employee only about $132,855 at 4% or $88,570 at 6%; with 50% employer match about $88,570 at 4% or $59,047 at 6%; with 100% employer match about $66,428 at 4% or $44,285 at 6%. |
| Pinnacle Financial Advisors LLC Retirement Plan with 401K Provisions | - | 5 | $239,860 | $26,571 | $5,314iApproximate average salary by contribution assumption: employee only about $132,855 at 4% or $88,570 at 6%; with 50% employer match about $88,570 at 4% or $59,047 at 6%; with 100% employer match about $66,428 at 4% or $44,285 at 6%. |
| 2005 | 1 | 4 | $184,766 | $26,359 | $6,590iApproximate average salary by contribution assumption: employee only about $164,744 at 4% or $109,829 at 6%; with 50% employer match about $109,829 at 4% or $73,219 at 6%; with 100% employer match about $82,372 at 4% or $54,915 at 6%. |
| Pinnacle Financial Advisors LLC Retirement Plan with 401K Provisions | - | 4 | $184,766 | $26,359 | $6,590iApproximate average salary by contribution assumption: employee only about $164,744 at 4% or $109,829 at 6%; with 50% employer match about $109,829 at 4% or $73,219 at 6%; with 100% employer match about $82,372 at 4% or $54,915 at 6%. |
| 2004 | 1 | 6 | $195,599 | $49,547 | $8,258iApproximate average salary by contribution assumption: employee only about $206,446 at 4% or $137,631 at 6%; with 50% employer match about $137,631 at 4% or $91,754 at 6%; with 100% employer match about $103,223 at 4% or $68,815 at 6%. |
| Pinnacle Financial Advisors LLC Retirement Plan with 401K Provisions | - | 6 | $195,599 | $49,547 | $8,258iApproximate average salary by contribution assumption: employee only about $206,446 at 4% or $137,631 at 6%; with 50% employer match about $137,631 at 4% or $91,754 at 6%; with 100% employer match about $103,223 at 4% or $68,815 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Pinnacle Financial Advisors LLC Retirement Plan with 401K Provisions | - | 5 | - | - | - |
| 2002 | 1 | 7 | $90,932 | $46,771 | $6,682iApproximate average salary by contribution assumption: employee only about $167,039 at 4% or $111,360 at 6%; with 50% employer match about $111,360 at 4% or $74,240 at 6%; with 100% employer match about $83,520 at 4% or $55,680 at 6%. |
| Pinnacle Financial Advisors LLC Retirement Plan with 401K Provisions | - | 7 | $90,932 | $46,771 | $6,682iApproximate average salary by contribution assumption: employee only about $167,039 at 4% or $111,360 at 6%; with 50% employer match about $111,360 at 4% or $74,240 at 6%; with 100% employer match about $83,520 at 4% or $55,680 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Pinnacle Financial Advisors LLC Retirement Plan with 401K Provisions | - | 7 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Pinnacle Financial Advisors LLC Retirement Plan with 401K Provisions | - | 4 | - | - | - |