PINNACLE PRIVATE WEALTH ADVISO
Plan context: PINNACLE PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST
EIN 93-2304993 • Bellevue, WA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$305,924
2025 Contributions
$144,224
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 | 5 | $305,924 | $144,224 | $28,845iApproximate average salary by contribution assumption: employee only about $721,120 at 4% or $480,747 at 6%; with 50% employer match about $480,747 at 4% or $320,498 at 6%; with 100% employer match about $360,560 at 4% or $240,373 at 6%. |
| PINNACLE PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $305,924 | $144,224 | $28,845iApproximate average salary by contribution assumption: employee only about $721,120 at 4% or $480,747 at 6%; with 50% employer match about $480,747 at 4% or $320,498 at 6%; with 100% employer match about $360,560 at 4% or $240,373 at 6%. |
| 2024 | 1 | 6 | $165,576 | $155,614 | $25,936iApproximate average salary by contribution assumption: employee only about $648,392 at 4% or $432,261 at 6%; with 50% employer match about $432,261 at 4% or $288,174 at 6%; with 100% employer match about $324,196 at 4% or $216,131 at 6%. |
| PINNACLE PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $165,576 | $155,614 | $25,936iApproximate average salary by contribution assumption: employee only about $648,392 at 4% or $432,261 at 6%; with 50% employer match about $432,261 at 4% or $288,174 at 6%; with 100% employer match about $324,196 at 4% or $216,131 at 6%. |
| 2023 | 1 | 1 | $6,897 | $15,829 | $15,829iApproximate average salary by contribution assumption: employee only about $395,725 at 4% or $263,817 at 6%; with 50% employer match about $263,817 at 4% or $175,878 at 6%; with 100% employer match about $197,863 at 4% or $131,908 at 6%. |
| PINNACLE PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $6,897 | $15,829 | $15,829iApproximate average salary by contribution assumption: employee only about $395,725 at 4% or $263,817 at 6%; with 50% employer match about $263,817 at 4% or $175,878 at 6%; with 100% employer match about $197,863 at 4% or $131,908 at 6%. |