Pinnacle Wealth Advisors
Plan context: Pinnacle Wealth Advisors Inc. 401(K) Psp
EIN 93-1133012 • Clackamas, OR • 11 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$1,252,749
2025 Contributions
$146,296
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $1,252,749 | $146,296 | $13,300iApproximate average salary by contribution assumption: employee only about $332,491 at 4% or $221,661 at 6%; with 50% employer match about $221,661 at 4% or $147,774 at 6%; with 100% employer match about $166,245 at 4% or $110,830 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 11 | $1,252,749 | $146,296 | $13,300iApproximate average salary by contribution assumption: employee only about $332,491 at 4% or $221,661 at 6%; with 50% employer match about $221,661 at 4% or $147,774 at 6%; with 100% employer match about $166,245 at 4% or $110,830 at 6%. |
| 2024 | 1 | 11 | $1,187,356 | $117,349 | $10,668iApproximate average salary by contribution assumption: employee only about $266,702 at 4% or $177,802 at 6%; with 50% employer match about $177,802 at 4% or $118,534 at 6%; with 100% employer match about $133,351 at 4% or $88,901 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 11 | $1,187,356 | $117,349 | $10,668iApproximate average salary by contribution assumption: employee only about $266,702 at 4% or $177,802 at 6%; with 50% employer match about $177,802 at 4% or $118,534 at 6%; with 100% employer match about $133,351 at 4% or $88,901 at 6%. |
| 2023 | 1 | 7 | $186,922 | $32,365 | $4,624iApproximate average salary by contribution assumption: employee only about $115,589 at 4% or $77,060 at 6%; with 50% employer match about $77,060 at 4% or $51,373 at 6%; with 100% employer match about $57,795 at 4% or $38,530 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 7 | $186,922 | $32,365 | $4,624iApproximate average salary by contribution assumption: employee only about $115,589 at 4% or $77,060 at 6%; with 50% employer match about $77,060 at 4% or $51,373 at 6%; with 100% employer match about $57,795 at 4% or $38,530 at 6%. |
| 2022 | 1 | 6 | $116,995 | $20,233 | $3,372iApproximate average salary by contribution assumption: employee only about $84,304 at 4% or $56,203 at 6%; with 50% employer match about $56,203 at 4% or $37,469 at 6%; with 100% employer match about $42,152 at 4% or $28,101 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 6 | $116,995 | $20,233 | $3,372iApproximate average salary by contribution assumption: employee only about $84,304 at 4% or $56,203 at 6%; with 50% employer match about $56,203 at 4% or $37,469 at 6%; with 100% employer match about $42,152 at 4% or $28,101 at 6%. |
| 2021 | 1 | 4 | $162,832 | $18,771 | $4,693iApproximate average salary by contribution assumption: employee only about $117,319 at 4% or $78,213 at 6%; with 50% employer match about $78,213 at 4% or $52,142 at 6%; with 100% employer match about $58,659 at 4% or $39,106 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 4 | $162,832 | $18,771 | $4,693iApproximate average salary by contribution assumption: employee only about $117,319 at 4% or $78,213 at 6%; with 50% employer match about $78,213 at 4% or $52,142 at 6%; with 100% employer match about $58,659 at 4% or $39,106 at 6%. |
| 2020 | 1 | 4 | $292,228 | $18,332 | $4,583iApproximate average salary by contribution assumption: employee only about $114,575 at 4% or $76,383 at 6%; with 50% employer match about $76,383 at 4% or $50,922 at 6%; with 100% employer match about $57,288 at 4% or $38,192 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 4 | $292,228 | $18,332 | $4,583iApproximate average salary by contribution assumption: employee only about $114,575 at 4% or $76,383 at 6%; with 50% employer match about $76,383 at 4% or $50,922 at 6%; with 100% employer match about $57,288 at 4% or $38,192 at 6%. |
| 2019 | 1 | 3 | $224,510 | $60,750 | $20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 3 | $224,510 | $60,750 | $20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%. |
| 2018 | 1 | 3 | $292,136 | $89,680 | $29,893iApproximate average salary by contribution assumption: employee only about $747,333 at 4% or $498,222 at 6%; with 50% employer match about $498,222 at 4% or $332,148 at 6%; with 100% employer match about $373,667 at 4% or $249,111 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 3 | $292,136 | $89,680 | $29,893iApproximate average salary by contribution assumption: employee only about $747,333 at 4% or $498,222 at 6%; with 50% employer match about $498,222 at 4% or $332,148 at 6%; with 100% employer match about $373,667 at 4% or $249,111 at 6%. |
| 2017 | 1 | 3 | $228,843 | $82,471 | $27,490iApproximate average salary by contribution assumption: employee only about $687,258 at 4% or $458,172 at 6%; with 50% employer match about $458,172 at 4% or $305,448 at 6%; with 100% employer match about $343,629 at 4% or $229,086 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 3 | $228,843 | $82,471 | $27,490iApproximate average salary by contribution assumption: employee only about $687,258 at 4% or $458,172 at 6%; with 50% employer match about $458,172 at 4% or $305,448 at 6%; with 100% employer match about $343,629 at 4% or $229,086 at 6%. |
| 2016 | 1 | 2 | $119,223 | $65,271 | $32,636iApproximate average salary by contribution assumption: employee only about $815,888 at 4% or $543,925 at 6%; with 50% employer match about $543,925 at 4% or $362,617 at 6%; with 100% employer match about $407,944 at 4% or $271,963 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 2 | $119,223 | $65,271 | $32,636iApproximate average salary by contribution assumption: employee only about $815,888 at 4% or $543,925 at 6%; with 50% employer match about $543,925 at 4% or $362,617 at 6%; with 100% employer match about $407,944 at 4% or $271,963 at 6%. |
| 2015 | 1 | 2 | $50,614 | $52,304 | $26,152iApproximate average salary by contribution assumption: employee only about $653,800 at 4% or $435,867 at 6%; with 50% employer match about $435,867 at 4% or $290,578 at 6%; with 100% employer match about $326,900 at 4% or $217,933 at 6%. |
| Pinnacle Wealth Advisors Inc. 401(K) Psp | - | 2 | $50,614 | $52,304 | $26,152iApproximate average salary by contribution assumption: employee only about $653,800 at 4% or $435,867 at 6%; with 50% employer match about $435,867 at 4% or $290,578 at 6%; with 100% employer match about $326,900 at 4% or $217,933 at 6%. |