401k Plan data: PINNACLE FINANCIAL ADVSIORS, LLC 401(K) PLAN plan

PINNACLE FINANCIAL ADVSIORS, LLC 401(K) PLAN 401k Plan overview

Plan Name	PINNACLE FINANCIAL ADVSIORS, LLC 401(K) PLAN
Plan identification number	001

PINNACLE FINANCIAL ADVSIORS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PINNACLE FINANCIAL ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: PINNACLE FINANCIAL ADVISORS, LLC

Employer identification number (EIN): 223724697

NAIC Classification: 523900

Additional information about PINNACLE FINANCIAL ADVISORS, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0600087172

More information about PINNACLE FINANCIAL ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE FINANCIAL ADVSIORS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01 MITCHELL J. METZ 2016-08-11
001 2014-01-01 MITCHELL J. METZ 2015-06-30
001 2013-01-01 MITCHELL J. METZ 2014-08-04
001 2012-01-01 MITCHELL J. METZ 2013-09-23 MITCHELL J. METZ 2013-09-23
001 2011-01-01 MITCHELL J. METZ 2012-10-15
001 2010-01-01 MITCHELL J. METZ 2011-08-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01	MITCHELL J. METZ	2016-08-11
001	2014-01-01	MITCHELL J. METZ	2015-06-30
001	2013-01-01	MITCHELL J. METZ	2014-08-04
001	2012-01-01	MITCHELL J. METZ	2013-09-23	MITCHELL J. METZ	2013-09-23
001	2011-01-01	MITCHELL J. METZ	2012-10-15
001	2010-01-01	MITCHELL J. METZ	2011-08-29

Potentially related plans

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Company Name:	PINNACLE FINANCIAL ADVISORS, LLC
Employer identification number (EIN):	223724697
NAIC Classification:	523900

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0600087172