Pinnacle Property Management Services, Llc 401(k) Plan (terminated 2023): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023, when $26.9 million was transferred out of the plan. Assets moved to the CUSHMAN & WAKEFIELD 401(K) PLAN (sponsored by CUSHMAN & WAKEFIELD). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the CUSHMAN & WAKEFIELD 401(K) PLAN →

Pinnacle Property Management Services, Llc 401(k) Plan Facts (plan year 2023)

Plan name
PINNACLE PROPERTY MANAGEMENT SERVICES, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PINNACLE PROPERTY MANAGEMENT SERVICES, LLC
Participants
3,271
Former employees with a balance
0
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2023 – Feb 3, 2023
Plan established
Oct 1, 2014
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Feb 3, 2023), filed Sep 26, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $271,386 was paid out to participants.
  • Investment and other income added $1.94 million.

How the Pinnacle Property Management Services, Llc 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20183,675$23.1 million$897,464$4.90 million
20193,960$32.8 million$959,628$4.47 million
20204,195$38.2 million$994,478$7.25 million
20213,992$36.3 million$0$6.32 million
20224,383$25.2 million$0$4.97 million
2023 (final)3,271$0$0$271,386

Pinnacle Property Management Services, Llc 401(k) Contact Information

Phone
206-215-9838
Mailing address
5055 KELLER SPRINGS ROAD SUITE 400, ADDISON TX 75001
Plan sponsor
PINNACLE PROPERTY MANAGEMENT SERVICES, LLC
Employer identification number (EIN)
37-1756916
Plan number
001

Questions about the Pinnacle Property Management Services, Llc 401(k)

Is the Pinnacle Property Management Services, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the CUSHMAN & WAKEFIELD 401(K) PLAN.

Does Pinnacle Property Management Services, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Pinnacle Property Management Services, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Pinnacle Property Management Services, Llc 401(k) plan?

3,271 participants at the start of plan year 2023.

Who manages the Pinnacle Property Management Services, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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