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PINNACLE PORTFOLIO ADVISORS, LLC

Company Details

Name: PINNACLE PORTFOLIO ADVISORS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 30 Jan 2017 (8 years ago)
Financial Date End: 31 Jan 2025
Entity Number: 537741
Place of Formation: IDAHO
File Number: 537741
ZIP code: 83705
County: Ada County
Principal Address: 1525 S DAVID LANE BOISE, ID 83705
Mailing Address: 1525 S DAVID LN BOISE, ID 83705-5230

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2023 815285484 2024-06-13 PINNACLE PORTFOLIO ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of

Role Plan administrator
Date 2024-06-13
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2022 815285484 2023-10-03 PINNACLE PORTFOLIO ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of

Role Plan administrator
Date 2023-10-03
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2021 815285484 2022-07-21 PINNACLE PORTFOLIO ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of

Role Plan administrator
Date 2022-07-21
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2020 815285484 2021-09-30 PINNACLE PORTFOLIO ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of

Role Plan administrator
Date 2021-09-30
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2019 815285484 2020-10-07 PINNACLE PORTFOLIO ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of

Role Plan administrator
Date 2020-10-07
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2018 815285484 2019-05-31 PINNACLE PORTFOLIO ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of

Role Plan administrator
Date 2019-05-31
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Bert W Ellis Agent 1525 S DAVID LN, BOISE, ID 83705

Manager

Name Role Address Appointed On
Pinnacle Group, LLC Manager 1525 S DAVID LN, BOISE, ID 83705 2020-12-03

Filing

Filing Name Filing Number Filing date
Annual Report Amendment 0005971372 2024-11-07
Annual Report 0005549602 2024-01-08
Annual Report 0005037325 2022-12-23
Annual Report 0004581779 2022-01-26
Annual Report 0004085976 2020-12-03
Amendment to Certificate 0003818042 2020-03-23
Annual Report 0003703130 2019-12-09
Annual Report 0003405814 2019-01-21
Legacy Amendment 0000926208 2018-06-18
Annual Report 0003156203 2018-01-11

Date of last update: 24 Dec 2024

Sources: Idaho Secretary of State