Civic Intelligence

Pinnacle Wealth Planning Services Inc.

Plan context: Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan

EIN 34-1431326 • Mansfield, OH • 24 filings • 3 plans

Six West Third StreetSuite 100Mansfield, OH 44902
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$9,562,555

2024 Contributions

$477,194

Historical Graphs

Total Assets Over Time

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

$9,562,555$4,781,278$0200820162024YearValue
$9,562,555Latest year 2024

Participants Over Time

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

48240200720162024YearValue
48Latest 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
2024148$9,562,555$477,194$9,942iApproximate average salary by contribution assumption: employee only about $248,539 at 4% or $165,692 at 6%; with 50% employer match about $165,692 at 4% or $110,462 at 6%; with 100% employer match about $124,269 at 4% or $82,846 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-48$9,562,555$477,194$9,942iApproximate average salary by contribution assumption: employee only about $248,539 at 4% or $165,692 at 6%; with 50% employer match about $165,692 at 4% or $110,462 at 6%; with 100% employer match about $124,269 at 4% or $82,846 at 6%.
2023140$8,552,182$469,546$11,739iApproximate average salary by contribution assumption: employee only about $293,466 at 4% or $195,644 at 6%; with 50% employer match about $195,644 at 4% or $130,429 at 6%; with 100% employer match about $146,733 at 4% or $97,822 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-40$8,552,182$469,546$11,739iApproximate average salary by contribution assumption: employee only about $293,466 at 4% or $195,644 at 6%; with 50% employer match about $195,644 at 4% or $130,429 at 6%; with 100% employer match about $146,733 at 4% or $97,822 at 6%.
2022136$7,715,551$466,222$12,951iApproximate average salary by contribution assumption: employee only about $323,765 at 4% or $215,844 at 6%; with 50% employer match about $215,844 at 4% or $143,896 at 6%; with 100% employer match about $161,883 at 4% or $107,922 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-36$7,715,551$466,222$12,951iApproximate average salary by contribution assumption: employee only about $323,765 at 4% or $215,844 at 6%; with 50% employer match about $215,844 at 4% or $143,896 at 6%; with 100% employer match about $161,883 at 4% or $107,922 at 6%.
2021131$8,534,364$430,904$13,900iApproximate average salary by contribution assumption: employee only about $347,503 at 4% or $231,669 at 6%; with 50% employer match about $231,669 at 4% or $154,446 at 6%; with 100% employer match about $173,752 at 4% or $115,834 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-31$8,534,364$430,904$13,900iApproximate average salary by contribution assumption: employee only about $347,503 at 4% or $231,669 at 6%; with 50% employer match about $231,669 at 4% or $154,446 at 6%; with 100% employer match about $173,752 at 4% or $115,834 at 6%.
2020134$7,120,764$374,154$11,005iApproximate average salary by contribution assumption: employee only about $275,113 at 4% or $183,409 at 6%; with 50% employer match about $183,409 at 4% or $122,273 at 6%; with 100% employer match about $137,557 at 4% or $91,704 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-34$7,120,764$374,154$11,005iApproximate average salary by contribution assumption: employee only about $275,113 at 4% or $183,409 at 6%; with 50% employer match about $183,409 at 4% or $122,273 at 6%; with 100% employer match about $137,557 at 4% or $91,704 at 6%.
2019133$5,984,263$395,565$11,987iApproximate average salary by contribution assumption: employee only about $299,670 at 4% or $199,780 at 6%; with 50% employer match about $199,780 at 4% or $133,187 at 6%; with 100% employer match about $149,835 at 4% or $99,890 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-33$5,984,263$395,565$11,987iApproximate average salary by contribution assumption: employee only about $299,670 at 4% or $199,780 at 6%; with 50% employer match about $199,780 at 4% or $133,187 at 6%; with 100% employer match about $149,835 at 4% or $99,890 at 6%.
2018126$4,697,337$435,010$16,731iApproximate average salary by contribution assumption: employee only about $418,279 at 4% or $278,853 at 6%; with 50% employer match about $278,853 at 4% or $185,902 at 6%; with 100% employer match about $209,139 at 4% or $139,426 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-26$4,697,337$435,010$16,731iApproximate average salary by contribution assumption: employee only about $418,279 at 4% or $278,853 at 6%; with 50% employer match about $278,853 at 4% or $185,902 at 6%; with 100% employer match about $209,139 at 4% or $139,426 at 6%.
2017126$5,166,494$286,474$11,018iApproximate average salary by contribution assumption: employee only about $275,456 at 4% or $183,637 at 6%; with 50% employer match about $183,637 at 4% or $122,425 at 6%; with 100% employer match about $137,728 at 4% or $91,819 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-26$5,166,494$286,474$11,018iApproximate average salary by contribution assumption: employee only about $275,456 at 4% or $183,637 at 6%; with 50% employer match about $183,637 at 4% or $122,425 at 6%; with 100% employer match about $137,728 at 4% or $91,819 at 6%.
2016127$4,288,895$274,770$10,177iApproximate average salary by contribution assumption: employee only about $254,417 at 4% or $169,611 at 6%; with 50% employer match about $169,611 at 4% or $113,074 at 6%; with 100% employer match about $127,208 at 4% or $84,806 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-27$4,288,895$274,770$10,177iApproximate average salary by contribution assumption: employee only about $254,417 at 4% or $169,611 at 6%; with 50% employer match about $169,611 at 4% or $113,074 at 6%; with 100% employer match about $127,208 at 4% or $84,806 at 6%.
2015127$3,752,552$325,421$12,053iApproximate average salary by contribution assumption: employee only about $301,316 at 4% or $200,877 at 6%; with 50% employer match about $200,877 at 4% or $133,918 at 6%; with 100% employer match about $150,658 at 4% or $100,439 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-27$3,752,552$325,421$12,053iApproximate average salary by contribution assumption: employee only about $301,316 at 4% or $200,877 at 6%; with 50% employer match about $200,877 at 4% or $133,918 at 6%; with 100% employer match about $150,658 at 4% or $100,439 at 6%.
2014125$3,567,586$162,301$6,492iApproximate average salary by contribution assumption: employee only about $162,301 at 4% or $108,201 at 6%; with 50% employer match about $108,201 at 4% or $72,134 at 6%; with 100% employer match about $81,151 at 4% or $54,100 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-25$3,567,586$162,301$6,492iApproximate average salary by contribution assumption: employee only about $162,301 at 4% or $108,201 at 6%; with 50% employer match about $108,201 at 4% or $72,134 at 6%; with 100% employer match about $81,151 at 4% or $54,100 at 6%.
2013121$3,394,745$208,175$9,913iApproximate average salary by contribution assumption: employee only about $247,827 at 4% or $165,218 at 6%; with 50% employer match about $165,218 at 4% or $110,146 at 6%; with 100% employer match about $123,914 at 4% or $82,609 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-21$3,394,745$208,175$9,913iApproximate average salary by contribution assumption: employee only about $247,827 at 4% or $165,218 at 6%; with 50% employer match about $165,218 at 4% or $110,146 at 6%; with 100% employer match about $123,914 at 4% or $82,609 at 6%.
2012221$2,941,679$288,364$13,732iApproximate average salary by contribution assumption: employee only about $343,290 at 4% or $228,860 at 6%; with 50% employer match about $228,860 at 4% or $152,574 at 6%; with 100% employer match about $171,645 at 4% or $114,430 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-21$2,941,679$288,364$13,732iApproximate average salary by contribution assumption: employee only about $343,290 at 4% or $228,860 at 6%; with 50% employer match about $228,860 at 4% or $152,574 at 6%; with 100% employer match about $171,645 at 4% or $114,430 at 6%.
PINNACLE WEALTH PLANNING SERVICES, INC. DEFINED BENEFIT PENSION PLAN-0$0--
2011220$3,654,765$155,564$7,778iApproximate average salary by contribution assumption: employee only about $194,455 at 4% or $129,637 at 6%; with 50% employer match about $129,637 at 4% or $86,424 at 6%; with 100% employer match about $97,228 at 4% or $64,818 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-20$2,425,254$155,564$7,778iApproximate average salary by contribution assumption: employee only about $194,455 at 4% or $129,637 at 6%; with 50% employer match about $129,637 at 4% or $86,424 at 6%; with 100% employer match about $97,228 at 4% or $64,818 at 6%.
PINNACLE WEALTH PLANNING SERVICES, INC. DEFINED BENEFIT PENSION PLAN-17$1,229,511--
2010219$3,547,298$293,134$15,428iApproximate average salary by contribution assumption: employee only about $385,703 at 4% or $257,135 at 6%; with 50% employer match about $257,135 at 4% or $171,423 at 6%; with 100% employer match about $192,851 at 4% or $128,568 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-19$2,303,781$199,460$10,498iApproximate average salary by contribution assumption: employee only about $262,447 at 4% or $174,965 at 6%; with 50% employer match about $174,965 at 4% or $116,643 at 6%; with 100% employer match about $131,224 at 4% or $87,482 at 6%.
PINNACLE WEALTH PLANNING SERVICES, INC. DEFINED BENEFIT PENSION PLAN-17$1,243,517$93,674$5,510iApproximate average salary by contribution assumption: employee only about $137,756 at 4% or $91,837 at 6%; with 50% employer match about $91,837 at 4% or $61,225 at 6%; with 100% employer match about $68,878 at 4% or $45,919 at 6%.
2009218$2,913,840$301,295$16,739iApproximate average salary by contribution assumption: employee only about $418,465 at 4% or $278,977 at 6%; with 50% employer match about $278,977 at 4% or $185,985 at 6%; with 100% employer match about $209,233 at 4% or $139,488 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-18$1,871,590$194,702$10,817iApproximate average salary by contribution assumption: employee only about $270,419 at 4% or $180,280 at 6%; with 50% employer match about $180,280 at 4% or $120,186 at 6%; with 100% employer match about $135,210 at 4% or $90,140 at 6%.
PINNACLE WEALTH PLANNING SERVICES, INC. DEFINED BENEFIT PENSION PLAN-18$1,042,250$106,593$5,922iApproximate average salary by contribution assumption: employee only about $148,046 at 4% or $98,697 at 6%; with 50% employer match about $98,697 at 4% or $65,798 at 6%; with 100% employer match about $74,023 at 4% or $49,349 at 6%.
2008223$1,456,827$216,788$9,426iApproximate average salary by contribution assumption: employee only about $235,639 at 4% or $157,093 at 6%; with 50% employer match about $157,093 at 4% or $104,729 at 6%; with 100% employer match about $117,820 at 4% or $78,546 at 6%.
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-23$1,456,827$216,788$9,426iApproximate average salary by contribution assumption: employee only about $235,639 at 4% or $157,093 at 6%; with 50% employer match about $157,093 at 4% or $104,729 at 6%; with 100% employer match about $117,820 at 4% or $78,546 at 6%.
PINNACLE WEALTH PLANNING SERVICES, INC. DEFINED BENEFIT PENSION PLAN-20---
2007221$0$0-
Pinnacle Wealth Planning Services Inc. 401(K) Profit Sharing Plan-16---
PINNACLE WEALTH PLANNING SERVICES, INC. DEFINED BENEFIT PENSION PLAN-21---