Civic Intelligence

Pinnacle Asset Management Inc.

Plan context: Pinnacle Asset Management Inc. Employees Savings Trust

EIN 68-0419814 • Roseville, CA • 10 filings • 1 plans

2271 Lava Ridge Ct.Suite 200Roseville, CA 95661-3065
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$773,942

2020 Contributions

$45,388

Historical Graphs

Total Assets Over Time

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

$773,942$386,971$0201120162020YearValue
$773,942Latest year 2020

Participants Over Time

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

530201120162020YearValue
5Latest 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
202015$773,942$45,388$9,078iApproximate average salary by contribution assumption: employee only about $226,940 at 4% or $151,293 at 6%; with 50% employer match about $151,293 at 4% or $100,862 at 6%; with 100% employer match about $113,470 at 4% or $75,647 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-5$773,942$45,388$9,078iApproximate average salary by contribution assumption: employee only about $226,940 at 4% or $151,293 at 6%; with 50% employer match about $151,293 at 4% or $100,862 at 6%; with 100% employer match about $113,470 at 4% or $75,647 at 6%.
201915$645,787$24,945$4,989iApproximate average salary by contribution assumption: employee only about $124,725 at 4% or $83,150 at 6%; with 50% employer match about $83,150 at 4% or $55,433 at 6%; with 100% employer match about $62,363 at 4% or $41,575 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-5$645,787$24,945$4,989iApproximate average salary by contribution assumption: employee only about $124,725 at 4% or $83,150 at 6%; with 50% employer match about $83,150 at 4% or $55,433 at 6%; with 100% employer match about $62,363 at 4% or $41,575 at 6%.
201815$527,538$51,339$10,268iApproximate average salary by contribution assumption: employee only about $256,695 at 4% or $171,130 at 6%; with 50% employer match about $171,130 at 4% or $114,087 at 6%; with 100% employer match about $128,347 at 4% or $85,565 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-5$527,538$51,339$10,268iApproximate average salary by contribution assumption: employee only about $256,695 at 4% or $171,130 at 6%; with 50% employer match about $171,130 at 4% or $114,087 at 6%; with 100% employer match about $128,347 at 4% or $85,565 at 6%.
201715$514,261$51,794$10,359iApproximate average salary by contribution assumption: employee only about $258,970 at 4% or $172,647 at 6%; with 50% employer match about $172,647 at 4% or $115,098 at 6%; with 100% employer match about $129,485 at 4% or $86,323 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-5$514,261$51,794$10,359iApproximate average salary by contribution assumption: employee only about $258,970 at 4% or $172,647 at 6%; with 50% employer match about $172,647 at 4% or $115,098 at 6%; with 100% employer match about $129,485 at 4% or $86,323 at 6%.
201614$396,200$12,152$3,038iApproximate average salary by contribution assumption: employee only about $75,950 at 4% or $50,633 at 6%; with 50% employer match about $50,633 at 4% or $33,756 at 6%; with 100% employer match about $37,975 at 4% or $25,317 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-4$396,200$12,152$3,038iApproximate average salary by contribution assumption: employee only about $75,950 at 4% or $50,633 at 6%; with 50% employer match about $50,633 at 4% or $33,756 at 6%; with 100% employer match about $37,975 at 4% or $25,317 at 6%.
201514$369,894$11,494$2,874iApproximate average salary by contribution assumption: employee only about $71,838 at 4% or $47,892 at 6%; with 50% employer match about $47,892 at 4% or $31,928 at 6%; with 100% employer match about $35,919 at 4% or $23,946 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-4$369,894$11,494$2,874iApproximate average salary by contribution assumption: employee only about $71,838 at 4% or $47,892 at 6%; with 50% employer match about $47,892 at 4% or $31,928 at 6%; with 100% employer match about $35,919 at 4% or $23,946 at 6%.
201414$650,766$48,962$12,241iApproximate average salary by contribution assumption: employee only about $306,013 at 4% or $204,008 at 6%; with 50% employer match about $204,008 at 4% or $136,006 at 6%; with 100% employer match about $153,006 at 4% or $102,004 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-4$650,766$48,962$12,241iApproximate average salary by contribution assumption: employee only about $306,013 at 4% or $204,008 at 6%; with 50% employer match about $204,008 at 4% or $136,006 at 6%; with 100% employer match about $153,006 at 4% or $102,004 at 6%.
201314$588,686$46,057$11,514iApproximate average salary by contribution assumption: employee only about $287,856 at 4% or $191,904 at 6%; with 50% employer match about $191,904 at 4% or $127,936 at 6%; with 100% employer match about $143,928 at 4% or $95,952 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-4$588,686$46,057$11,514iApproximate average salary by contribution assumption: employee only about $287,856 at 4% or $191,904 at 6%; with 50% employer match about $191,904 at 4% or $127,936 at 6%; with 100% employer match about $143,928 at 4% or $95,952 at 6%.
201214$456,096$54,972$13,743iApproximate average salary by contribution assumption: employee only about $343,575 at 4% or $229,050 at 6%; with 50% employer match about $229,050 at 4% or $152,700 at 6%; with 100% employer match about $171,788 at 4% or $114,525 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-4$456,096$54,972$13,743iApproximate average salary by contribution assumption: employee only about $343,575 at 4% or $229,050 at 6%; with 50% employer match about $229,050 at 4% or $152,700 at 6%; with 100% employer match about $171,788 at 4% or $114,525 at 6%.
201114$354,283$414,809$103,702iApproximate average salary by contribution assumption: employee only about $2,592,556 at 4% or $1,728,371 at 6%; with 50% employer match about $1,728,371 at 4% or $1,152,247 at 6%; with 100% employer match about $1,296,278 at 4% or $864,185 at 6%.
Pinnacle Asset Management Inc. Employees Savings Trust-4$354,283$414,809$103,702iApproximate average salary by contribution assumption: employee only about $2,592,556 at 4% or $1,728,371 at 6%; with 50% employer match about $1,728,371 at 4% or $1,152,247 at 6%; with 100% employer match about $1,296,278 at 4% or $864,185 at 6%.