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Plan Name | DOUGLAS & KYSH 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PINNACLE ADVISORS, LLC |
Employer identification number (EIN): | 811024746 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about PINNACLE ADVISORS, LLC
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2016-01-07 |
Company Identification Number: | 20161018564 |
Legal Registered Office Address: |
15954 Jackson Creek Pkwy Ste B-205 Monument United States of America (USA) 80132 |
More information about PINNACLE ADVISORS, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2019-01-01 | STAN DOUGLAS | 2020-10-13 | ||
002 | 2018-01-01 | STAN DOUGLAS | 2019-10-15 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 |
Measure | Date | Value |
---|---|---|
2019: DOUGLAS & KYSH 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: DOUGLAS & KYSH 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: DOUGLAS & KYSH 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: DOUGLAS & KYSH 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2019 : DOUGLAS & KYSH 401(K) PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $51,265 |
Expenses. Total of all expenses incurred | 2019-12-31 | $845 |
Benefits paid (including direct rollovers) | 2019-12-31 | $845 |
Total plan assets at end of year | 2019-12-31 | $290,851 |
Total plan assets at beginning of year | 2019-12-31 | $240,431 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,636,000 |
Total contributions received or receivable from participants | 2019-12-31 | $50,000 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $17,700 |
Other income received | 2019-12-31 | $1,050 |
Net income (gross income less expenses) | 2019-12-31 | $50,420 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $290,851 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $240,431 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $127,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $215 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : DOUGLAS & KYSH 401(K) PLAN 2018 401k financial data | ||
Total plan liabilities at beginning of year | 2018-12-31 | $39 |
Total income from all sources | 2018-12-31 | $58,394 |
Expenses. Total of all expenses incurred | 2018-12-31 | $173 |
Total plan assets at end of year | 2018-12-31 | $240,431 |
Total plan assets at beginning of year | 2018-12-31 | $182,249 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,636,000 |
Total contributions received or receivable from participants | 2018-12-31 | $49,000 |
Net income (gross income less expenses) | 2018-12-31 | $58,221 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $240,431 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $182,210 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $127,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $9,394 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $173 |
2017 : DOUGLAS & KYSH 401(K) PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $39 |
Total income from all sources | 2017-12-31 | $49,015 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,478 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,456 |
Total plan assets at end of year | 2017-12-31 | $182,249 |
Total plan assets at beginning of year | 2017-12-31 | $134,673 |
Value of fidelity bond covering the plan | 2017-12-31 | $13,468 |
Total contributions received or receivable from participants | 2017-12-31 | $48,000 |
Net income (gross income less expenses) | 2017-12-31 | $47,537 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $182,210 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $134,673 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $127,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $1,015 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $22 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : DOUGLAS & KYSH 401(K) PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $54,900 |
Expenses. Total of all expenses incurred | 2016-12-31 | $366 |
Benefits paid (including direct rollovers) | 2016-12-31 | $344 |
Total plan assets at end of year | 2016-12-31 | $134,673 |
Total plan assets at beginning of year | 2016-12-31 | $80,139 |
Value of fidelity bond covering the plan | 2016-12-31 | $13,468 |
Total contributions received or receivable from participants | 2016-12-31 | $48,000 |
Net income (gross income less expenses) | 2016-12-31 | $54,534 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $134,673 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $80,139 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $127,000 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $6,900 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $22 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2019: DOUGLAS & KYSH 401(K) PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DOUGLAS & KYSH 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DOUGLAS & KYSH 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DOUGLAS & KYSH 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |