Pinnacle Financial Advisors
Plan context: Pinnacle Financial Advisors 401K Profit Sharing Plan
EIN 90-0539136 • Stockton, CA • 7 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$278,039
2017 Contributions
$50,001
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Pinnacle Financial Advisors 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2016 | 1 | 3 | $278,039 | $50,001 | $16,667iApproximate average salary by contribution assumption: employee only about $416,675 at 4% or $277,783 at 6%; with 50% employer match about $277,783 at 4% or $185,189 at 6%; with 100% employer match about $208,338 at 4% or $138,892 at 6%. |
| Pinnacle Financial Advisors 401K Profit Sharing Plan | - | 3 | $278,039 | $50,001 | $16,667iApproximate average salary by contribution assumption: employee only about $416,675 at 4% or $277,783 at 6%; with 50% employer match about $277,783 at 4% or $185,189 at 6%; with 100% employer match about $208,338 at 4% or $138,892 at 6%. |
| 2015 | 1 | 3 | $224,164 | $66,347 | $22,116iApproximate average salary by contribution assumption: employee only about $552,892 at 4% or $368,594 at 6%; with 50% employer match about $368,594 at 4% or $245,730 at 6%; with 100% employer match about $276,446 at 4% or $184,297 at 6%. |
| Pinnacle Financial Advisors 401K Profit Sharing Plan | - | 3 | $224,164 | $66,347 | $22,116iApproximate average salary by contribution assumption: employee only about $552,892 at 4% or $368,594 at 6%; with 50% employer match about $368,594 at 4% or $245,730 at 6%; with 100% employer match about $276,446 at 4% or $184,297 at 6%. |
| 2014 | 1 | 3 | $148,072 | $61,980 | $20,660iApproximate average salary by contribution assumption: employee only about $516,500 at 4% or $344,333 at 6%; with 50% employer match about $344,333 at 4% or $229,556 at 6%; with 100% employer match about $258,250 at 4% or $172,167 at 6%. |
| Pinnacle Financial Advisors 401K Profit Sharing Plan | - | 3 | $148,072 | $61,980 | $20,660iApproximate average salary by contribution assumption: employee only about $516,500 at 4% or $344,333 at 6%; with 50% employer match about $344,333 at 4% or $229,556 at 6%; with 100% employer match about $258,250 at 4% or $172,167 at 6%. |
| 2013 | 1 | 3 | $79,952 | $31,080 | $10,360iApproximate average salary by contribution assumption: employee only about $259,000 at 4% or $172,667 at 6%; with 50% employer match about $172,667 at 4% or $115,111 at 6%; with 100% employer match about $129,500 at 4% or $86,333 at 6%. |
| Pinnacle Financial Advisors 401K Profit Sharing Plan | - | 3 | $79,952 | $31,080 | $10,360iApproximate average salary by contribution assumption: employee only about $259,000 at 4% or $172,667 at 6%; with 50% employer match about $172,667 at 4% or $115,111 at 6%; with 100% employer match about $129,500 at 4% or $86,333 at 6%. |
| 2012 | 1 | 3 | $44,408 | $25,073 | $8,358iApproximate average salary by contribution assumption: employee only about $208,942 at 4% or $139,294 at 6%; with 50% employer match about $139,294 at 4% or $92,863 at 6%; with 100% employer match about $104,471 at 4% or $69,647 at 6%. |
| Pinnacle Financial Advisors 401K Profit Sharing Plan | - | 3 | $44,408 | $25,073 | $8,358iApproximate average salary by contribution assumption: employee only about $208,942 at 4% or $139,294 at 6%; with 50% employer match about $139,294 at 4% or $92,863 at 6%; with 100% employer match about $104,471 at 4% or $69,647 at 6%. |
| 2011 | 1 | 3 | $19,123 | $19,123 | $6,374iApproximate average salary by contribution assumption: employee only about $159,358 at 4% or $106,239 at 6%; with 50% employer match about $106,239 at 4% or $70,826 at 6%; with 100% employer match about $79,679 at 4% or $53,119 at 6%. |
| Pinnacle Financial Advisors 401K Profit Sharing Plan | - | 3 | $19,123 | $19,123 | $6,374iApproximate average salary by contribution assumption: employee only about $159,358 at 4% or $106,239 at 6%; with 50% employer match about $106,239 at 4% or $70,826 at 6%; with 100% employer match about $79,679 at 4% or $53,119 at 6%. |