PINNACLE WEALTH 401(K) PLAN

[ EIN: 03-0286593 | Plan No. 001 ]

PINNACLE WEALTH 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by PINNACLE WEALTH. For the 2024 plan year, the plan had 2 participants and total assets of $802,711.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.


Plan Sponsor: PINNACLE WEALTH

Location: 20 KIMBALL AVENUE, SUITE 107, SOUTH BURLINGTON, VT 05403

EIN: 030286593

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 2

Total Assets: $802,711


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