Civic Intelligence

Pinnacle Brokers Insurance Solutions LLC

Plan context: Pinnacle Insurance Brokers 401(K) Plan

EIN 56-2591819 • Walnut Creek, CA • 13 filings • 4 plans

1330 N Broadway, Ste 204Walnut Creek, CA 94596
Current Snapshot

Latest Year

2018

2018 Participants

32

2018 Assets

$1,674,363

2018 Contributions

$238,665

Historical Graphs

Total Assets Over Time

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

$1,722,255$861,128$0200820132018YearValue
$1,674,363Latest year 2018

Participants Over Time

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

32160200720132018YearValue
32Latest year 2018

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
2018232$1,674,363$238,665$7,458iApproximate average salary by contribution assumption: employee only about $186,457 at 4% or $124,305 at 6%; with 50% employer match about $124,305 at 4% or $82,870 at 6%; with 100% employer match about $93,229 at 4% or $62,152 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-32$1,674,363$238,665$7,458iApproximate average salary by contribution assumption: employee only about $186,457 at 4% or $124,305 at 6%; with 50% employer match about $124,305 at 4% or $82,870 at 6%; with 100% employer match about $93,229 at 4% or $62,152 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-0$0$0-
2017132$1,722,255$384,181$12,006iApproximate average salary by contribution assumption: employee only about $300,141 at 4% or $200,094 at 6%; with 50% employer match about $200,094 at 4% or $133,396 at 6%; with 100% employer match about $150,071 at 4% or $100,047 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-32$1,722,255$384,181$12,006iApproximate average salary by contribution assumption: employee only about $300,141 at 4% or $200,094 at 6%; with 50% employer match about $200,094 at 4% or $133,396 at 6%; with 100% employer match about $150,071 at 4% or $100,047 at 6%.
2016125$1,131,117$353,850$14,154iApproximate average salary by contribution assumption: employee only about $353,850 at 4% or $235,900 at 6%; with 50% employer match about $235,900 at 4% or $157,267 at 6%; with 100% employer match about $176,925 at 4% or $117,950 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-25$1,131,117$353,850$14,154iApproximate average salary by contribution assumption: employee only about $353,850 at 4% or $235,900 at 6%; with 50% employer match about $235,900 at 4% or $157,267 at 6%; with 100% employer match about $176,925 at 4% or $117,950 at 6%.
2015122$758,260$252,778$11,490iApproximate average salary by contribution assumption: employee only about $287,248 at 4% or $191,498 at 6%; with 50% employer match about $191,498 at 4% or $127,666 at 6%; with 100% employer match about $143,624 at 4% or $95,749 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-22$758,260$252,778$11,490iApproximate average salary by contribution assumption: employee only about $287,248 at 4% or $191,498 at 6%; with 50% employer match about $191,498 at 4% or $127,666 at 6%; with 100% employer match about $143,624 at 4% or $95,749 at 6%.
2014120$535,667$115,381$5,769iApproximate average salary by contribution assumption: employee only about $144,226 at 4% or $96,151 at 6%; with 50% employer match about $96,151 at 4% or $64,101 at 6%; with 100% employer match about $72,113 at 4% or $48,075 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-20$535,667$115,381$5,769iApproximate average salary by contribution assumption: employee only about $144,226 at 4% or $96,151 at 6%; with 50% employer match about $96,151 at 4% or $64,101 at 6%; with 100% employer match about $72,113 at 4% or $48,075 at 6%.
2013112$403,858$214,589$17,882iApproximate average salary by contribution assumption: employee only about $447,060 at 4% or $298,040 at 6%; with 50% employer match about $298,040 at 4% or $198,694 at 6%; with 100% employer match about $223,530 at 4% or $149,020 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-12$403,858$214,589$17,882iApproximate average salary by contribution assumption: employee only about $447,060 at 4% or $298,040 at 6%; with 50% employer match about $298,040 at 4% or $198,694 at 6%; with 100% employer match about $223,530 at 4% or $149,020 at 6%.
2012113$151,782$62,665$4,820iApproximate average salary by contribution assumption: employee only about $120,510 at 4% or $80,340 at 6%; with 50% employer match about $80,340 at 4% or $53,560 at 6%; with 100% employer match about $60,255 at 4% or $40,170 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-13$151,782$62,665$4,820iApproximate average salary by contribution assumption: employee only about $120,510 at 4% or $80,340 at 6%; with 50% employer match about $80,340 at 4% or $53,560 at 6%; with 100% employer match about $60,255 at 4% or $40,170 at 6%.
2011110$102,972$43,969$4,397iApproximate average salary by contribution assumption: employee only about $109,922 at 4% or $73,282 at 6%; with 50% employer match about $73,282 at 4% or $48,854 at 6%; with 100% employer match about $54,961 at 4% or $36,641 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-10$102,972$43,969$4,397iApproximate average salary by contribution assumption: employee only about $109,922 at 4% or $73,282 at 6%; with 50% employer match about $73,282 at 4% or $48,854 at 6%; with 100% employer match about $54,961 at 4% or $36,641 at 6%.
2010110$64,755$18,186$1,819iApproximate average salary by contribution assumption: employee only about $45,465 at 4% or $30,310 at 6%; with 50% employer match about $30,310 at 4% or $20,207 at 6%; with 100% employer match about $22,733 at 4% or $15,155 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-10$64,755$18,186$1,819iApproximate average salary by contribution assumption: employee only about $45,465 at 4% or $30,310 at 6%; with 50% employer match about $30,310 at 4% or $20,207 at 6%; with 100% employer match about $22,733 at 4% or $15,155 at 6%.
200918$46,242$19,183$2,398iApproximate average salary by contribution assumption: employee only about $59,947 at 4% or $39,965 at 6%; with 50% employer match about $39,965 at 4% or $26,643 at 6%; with 100% employer match about $29,973 at 4% or $19,982 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-8$46,242$19,183$2,398iApproximate average salary by contribution assumption: employee only about $59,947 at 4% or $39,965 at 6%; with 50% employer match about $39,965 at 4% or $26,643 at 6%; with 100% employer match about $29,973 at 4% or $19,982 at 6%.
200818$17,882$18,826$2,353iApproximate average salary by contribution assumption: employee only about $58,831 at 4% or $39,221 at 6%; with 50% employer match about $39,221 at 4% or $26,147 at 6%; with 100% employer match about $29,416 at 4% or $19,610 at 6%.
Pinnacle Insurance Brokers 401(K) Plan-8$17,882$18,826$2,353iApproximate average salary by contribution assumption: employee only about $58,831 at 4% or $39,221 at 6%; with 50% employer match about $39,221 at 4% or $26,147 at 6%; with 100% employer match about $29,416 at 4% or $19,610 at 6%.
200716$0$0-
Pinnacle Insurance Brokers 401(K) Plan-6---