Civic Intelligence

Pinnacle Advisory Group LC

Plan context: Pinnacle Advisory Group LC Profit Sharing Plan

EIN 52-1804676 • Breckenridge, CO • 26 filings • 5 plans

PO Box 7399Breckenridge, CO 80424
Current Snapshot

Latest Year

2021

2021 Participants

52

2021 Assets

$12,453,574

2021 Contributions

$294,010

Historical Graphs

Total Assets Over Time

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

$12,453,574$6,226,787$0199920102020YearValue
$12,453,574Latest year 2020

Participants Over Time

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

59300199920102020YearValue
52Latest 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$294,010-
Pinnacle Advisory Group LC Profit Sharing Plan-0$0$294,010-
2020152$12,453,574$943,236$18,139iApproximate average salary by contribution assumption: employee only about $453,479 at 4% or $302,319 at 6%; with 50% employer match about $302,319 at 4% or $201,546 at 6%; with 100% employer match about $226,739 at 4% or $151,160 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-52$12,453,574$943,236$18,139iApproximate average salary by contribution assumption: employee only about $453,479 at 4% or $302,319 at 6%; with 50% employer match about $302,319 at 4% or $201,546 at 6%; with 100% employer match about $226,739 at 4% or $151,160 at 6%.
2019150$10,372,068$750,120$15,002iApproximate average salary by contribution assumption: employee only about $375,060 at 4% or $250,040 at 6%; with 50% employer match about $250,040 at 4% or $166,693 at 6%; with 100% employer match about $187,530 at 4% or $125,020 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-50$10,372,068$750,120$15,002iApproximate average salary by contribution assumption: employee only about $375,060 at 4% or $250,040 at 6%; with 50% employer match about $250,040 at 4% or $166,693 at 6%; with 100% employer match about $187,530 at 4% or $125,020 at 6%.
2018154$9,237,372$756,800$14,015iApproximate average salary by contribution assumption: employee only about $350,370 at 4% or $233,580 at 6%; with 50% employer match about $233,580 at 4% or $155,720 at 6%; with 100% employer match about $175,185 at 4% or $116,790 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-54$9,237,372$756,800$14,015iApproximate average salary by contribution assumption: employee only about $350,370 at 4% or $233,580 at 6%; with 50% employer match about $233,580 at 4% or $155,720 at 6%; with 100% employer match about $175,185 at 4% or $116,790 at 6%.
2017159$9,126,280$814,876$13,811iApproximate average salary by contribution assumption: employee only about $345,286 at 4% or $230,191 at 6%; with 50% employer match about $230,191 at 4% or $153,461 at 6%; with 100% employer match about $172,643 at 4% or $115,095 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-59$9,126,280$814,876$13,811iApproximate average salary by contribution assumption: employee only about $345,286 at 4% or $230,191 at 6%; with 50% employer match about $230,191 at 4% or $153,461 at 6%; with 100% employer match about $172,643 at 4% or $115,095 at 6%.
2016149$7,552,229$733,697$14,973iApproximate average salary by contribution assumption: employee only about $374,335 at 4% or $249,557 at 6%; with 50% employer match about $249,557 at 4% or $166,371 at 6%; with 100% employer match about $187,168 at 4% or $124,778 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-49$7,552,229$733,697$14,973iApproximate average salary by contribution assumption: employee only about $374,335 at 4% or $249,557 at 6%; with 50% employer match about $249,557 at 4% or $166,371 at 6%; with 100% employer match about $187,168 at 4% or $124,778 at 6%.
2015151$6,595,007$562,217$11,024iApproximate average salary by contribution assumption: employee only about $275,597 at 4% or $183,731 at 6%; with 50% employer match about $183,731 at 4% or $122,487 at 6%; with 100% employer match about $137,798 at 4% or $91,866 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-51$6,595,007$562,217$11,024iApproximate average salary by contribution assumption: employee only about $275,597 at 4% or $183,731 at 6%; with 50% employer match about $183,731 at 4% or $122,487 at 6%; with 100% employer match about $137,798 at 4% or $91,866 at 6%.
2014140$6,287,475$462,171$11,554iApproximate average salary by contribution assumption: employee only about $288,857 at 4% or $192,571 at 6%; with 50% employer match about $192,571 at 4% or $128,381 at 6%; with 100% employer match about $144,428 at 4% or $96,286 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-40$6,287,475$462,171$11,554iApproximate average salary by contribution assumption: employee only about $288,857 at 4% or $192,571 at 6%; with 50% employer match about $192,571 at 4% or $128,381 at 6%; with 100% employer match about $144,428 at 4% or $96,286 at 6%.
2013142$5,648,717$504,897$12,021iApproximate average salary by contribution assumption: employee only about $300,534 at 4% or $200,356 at 6%; with 50% employer match about $200,356 at 4% or $133,571 at 6%; with 100% employer match about $150,267 at 4% or $100,178 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-42$5,648,717$504,897$12,021iApproximate average salary by contribution assumption: employee only about $300,534 at 4% or $200,356 at 6%; with 50% employer match about $200,356 at 4% or $133,571 at 6%; with 100% employer match about $150,267 at 4% or $100,178 at 6%.
2012136$4,648,446$369,747$10,271iApproximate average salary by contribution assumption: employee only about $256,769 at 4% or $171,179 at 6%; with 50% employer match about $171,179 at 4% or $114,119 at 6%; with 100% employer match about $128,384 at 4% or $85,590 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-36$4,648,446$369,747$10,271iApproximate average salary by contribution assumption: employee only about $256,769 at 4% or $171,179 at 6%; with 50% employer match about $171,179 at 4% or $114,119 at 6%; with 100% employer match about $128,384 at 4% or $85,590 at 6%.
2011137$4,147,561$370,076$10,002iApproximate average salary by contribution assumption: employee only about $250,051 at 4% or $166,701 at 6%; with 50% employer match about $166,701 at 4% or $111,134 at 6%; with 100% employer match about $125,026 at 4% or $83,350 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-37$4,147,561$370,076$10,002iApproximate average salary by contribution assumption: employee only about $250,051 at 4% or $166,701 at 6%; with 50% employer match about $166,701 at 4% or $111,134 at 6%; with 100% employer match about $125,026 at 4% or $83,350 at 6%.
2010133$3,748,558$312,606$9,473iApproximate average salary by contribution assumption: employee only about $236,823 at 4% or $157,882 at 6%; with 50% employer match about $157,882 at 4% or $105,255 at 6%; with 100% employer match about $118,411 at 4% or $78,941 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-33$3,748,558$312,606$9,473iApproximate average salary by contribution assumption: employee only about $236,823 at 4% or $157,882 at 6%; with 50% employer match about $157,882 at 4% or $105,255 at 6%; with 100% employer match about $118,411 at 4% or $78,941 at 6%.
2009133$3,162,105$396,648$12,020iApproximate average salary by contribution assumption: employee only about $300,491 at 4% or $200,327 at 6%; with 50% employer match about $200,327 at 4% or $133,552 at 6%; with 100% employer match about $150,245 at 4% or $100,164 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-33$3,162,105$396,648$12,020iApproximate average salary by contribution assumption: employee only about $300,491 at 4% or $200,327 at 6%; with 50% employer match about $200,327 at 4% or $133,552 at 6%; with 100% employer match about $150,245 at 4% or $100,164 at 6%.
2008125$2,269,566$464,839$18,594iApproximate average salary by contribution assumption: employee only about $464,839 at 4% or $309,893 at 6%; with 50% employer match about $309,893 at 4% or $206,595 at 6%; with 100% employer match about $232,420 at 4% or $154,946 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-25$2,269,566$464,839$18,594iApproximate average salary by contribution assumption: employee only about $464,839 at 4% or $309,893 at 6%; with 50% employer match about $309,893 at 4% or $206,595 at 6%; with 100% employer match about $232,420 at 4% or $154,946 at 6%.
2007123$2,531,549$525,570$22,851iApproximate average salary by contribution assumption: employee only about $571,272 at 4% or $380,848 at 6%; with 50% employer match about $380,848 at 4% or $253,899 at 6%; with 100% employer match about $285,636 at 4% or $190,424 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-23$2,531,549$525,570$22,851iApproximate average salary by contribution assumption: employee only about $571,272 at 4% or $380,848 at 6%; with 50% employer match about $380,848 at 4% or $253,899 at 6%; with 100% employer match about $285,636 at 4% or $190,424 at 6%.
2006120$1,853,798$354,035$17,702iApproximate average salary by contribution assumption: employee only about $442,544 at 4% or $295,029 at 6%; with 50% employer match about $295,029 at 4% or $196,686 at 6%; with 100% employer match about $221,272 at 4% or $147,515 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-20$1,853,798$354,035$17,702iApproximate average salary by contribution assumption: employee only about $442,544 at 4% or $295,029 at 6%; with 50% employer match about $295,029 at 4% or $196,686 at 6%; with 100% employer match about $221,272 at 4% or $147,515 at 6%.
2005120$1,351,309$314,821$15,741iApproximate average salary by contribution assumption: employee only about $393,526 at 4% or $262,351 at 6%; with 50% employer match about $262,351 at 4% or $174,901 at 6%; with 100% employer match about $196,763 at 4% or $131,175 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-20$1,351,309$314,821$15,741iApproximate average salary by contribution assumption: employee only about $393,526 at 4% or $262,351 at 6%; with 50% employer match about $262,351 at 4% or $174,901 at 6%; with 100% employer match about $196,763 at 4% or $131,175 at 6%.
2004115$1,021,150$252,104$16,807iApproximate average salary by contribution assumption: employee only about $420,173 at 4% or $280,116 at 6%; with 50% employer match about $280,116 at 4% or $186,744 at 6%; with 100% employer match about $210,087 at 4% or $140,058 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-15$1,021,150$252,104$16,807iApproximate average salary by contribution assumption: employee only about $420,173 at 4% or $280,116 at 6%; with 50% employer match about $280,116 at 4% or $186,744 at 6%; with 100% employer match about $210,087 at 4% or $140,058 at 6%.
2003112$696,135$174,974$14,581iApproximate average salary by contribution assumption: employee only about $364,529 at 4% or $243,019 at 6%; with 50% employer match about $243,019 at 4% or $162,013 at 6%; with 100% employer match about $182,265 at 4% or $121,510 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-12$696,135$174,974$14,581iApproximate average salary by contribution assumption: employee only about $364,529 at 4% or $243,019 at 6%; with 50% employer match about $243,019 at 4% or $162,013 at 6%; with 100% employer match about $182,265 at 4% or $121,510 at 6%.
2002210$425,984$144,466$14,447iApproximate average salary by contribution assumption: employee only about $361,165 at 4% or $240,777 at 6%; with 50% employer match about $240,777 at 4% or $160,518 at 6%; with 100% employer match about $180,583 at 4% or $120,388 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-10$425,984$144,466$14,447iApproximate average salary by contribution assumption: employee only about $361,165 at 4% or $240,777 at 6%; with 50% employer match about $240,777 at 4% or $160,518 at 6%; with 100% employer match about $180,583 at 4% or $120,388 at 6%.
Pinnacle Advisory Group LC Pension Plan-0---
2001210$344,631$105,713$10,571iApproximate average salary by contribution assumption: employee only about $264,283 at 4% or $176,188 at 6%; with 50% employer match about $176,188 at 4% or $117,459 at 6%; with 100% employer match about $132,141 at 4% or $88,094 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-10$277,716$84,640$8,464iApproximate average salary by contribution assumption: employee only about $211,600 at 4% or $141,067 at 6%; with 50% employer match about $141,067 at 4% or $94,044 at 6%; with 100% employer match about $105,800 at 4% or $70,533 at 6%.
Pinnacle Advisory Group LC Pension Plan-10$66,915$21,073$2,107iApproximate average salary by contribution assumption: employee only about $52,683 at 4% or $35,122 at 6%; with 50% employer match about $35,122 at 4% or $23,414 at 6%; with 100% employer match about $26,341 at 4% or $17,561 at 6%.
200017$58,102$20,950$2,993iApproximate average salary by contribution assumption: employee only about $74,821 at 4% or $49,881 at 6%; with 50% employer match about $49,881 at 4% or $33,254 at 6%; with 100% employer match about $37,411 at 4% or $24,940 at 6%.
Pinnacle Advisory Group LC Pension Plan-7$58,102$20,950$2,993iApproximate average salary by contribution assumption: employee only about $74,821 at 4% or $49,881 at 6%; with 50% employer match about $49,881 at 4% or $33,254 at 6%; with 100% employer match about $37,411 at 4% or $24,940 at 6%.
199924$258,798$64,765$16,191iApproximate average salary by contribution assumption: employee only about $404,781 at 4% or $269,854 at 6%; with 50% employer match about $269,854 at 4% or $179,903 at 6%; with 100% employer match about $202,391 at 4% or $134,927 at 6%.
Pinnacle Advisory Group LC Profit Sharing Plan-4$214,597$53,294$13,324iApproximate average salary by contribution assumption: employee only about $333,088 at 4% or $222,058 at 6%; with 50% employer match about $222,058 at 4% or $148,039 at 6%; with 100% employer match about $166,544 at 4% or $111,029 at 6%.
Pinnacle Advisory Group LC Pension Plan-4$44,201$11,471$2,868iApproximate average salary by contribution assumption: employee only about $71,694 at 4% or $47,796 at 6%; with 50% employer match about $47,796 at 4% or $31,864 at 6%; with 100% employer match about $35,847 at 4% or $23,898 at 6%.