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PINNACLE RETIREMENT ADVISORS, LLC

Company Details

Entity Name: PINNACLE RETIREMENT ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 19 Feb 2019 (6 years ago)
Document Number: L19000048604
FEI/EIN Number 83-3741388
Address: 1328 SE 25TH LOOP, SUITE 103, OCALA, FL 34471
Mail Address: 3209 SE 24TH TER, OCALA, FL 34471
ZIP code: 34471
County: Marion
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PINNACLE RETIREMENT ADVISORS LLC 401K PLAN 2022 833741388 2023-12-05 PINNACLE RETIREMENT ADVISORS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-09-01
Business code 561490
Sponsor’s telephone number 3524576152
Plan sponsor’s address 1328 SE 25TH LOOP, STE 103, OCALA, FL, 34471

Signature of

Role Plan administrator
Date 2023-12-05
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
PINNACLE RETIREMENT ADVISORS LLC 401K PLAN 2022 833741388 2023-06-21 PINNACLE RETIREMENT ADVISORS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-09-01
Business code 523900
Sponsor’s telephone number 3523429933
Plan sponsor’s address 1328 SE 25TH LOOP, STE 103, OCALA, FL, 34471

Signature of

Role Plan administrator
Date 2023-06-21
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
CRAWFORD, GARY W, JR Agent 3209 SE 24TH TER, OCALA, FL 34471

Manager

Name Role Address
CRAWFORD, GARY W, JR Manager 1328 SE 25TH LOOP, SUITE 103, OCALA, FL 34471
CRAWFORD, DAWN H Manager 1328 SE 25TH LOOP, 103, OCALA, FL 34471

Documents

Name Date
ANNUAL REPORT 2025-02-15
ANNUAL REPORT 2024-03-01
ANNUAL REPORT 2023-01-12
ANNUAL REPORT 2022-02-20
ANNUAL REPORT 2021-02-12
ANNUAL REPORT 2020-02-17
Florida Limited Liability 2019-02-19

Date of last update: 16 Feb 2025

Sources: Florida Department of State