| Name: | Pinnacle Wealth Management, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 17 Dec 2019 (5 years ago) |
| Identification Number: | 001702764 |
| ZIP code: | 02886 |
| County: | Kent County |
| Principal Address: | 931 JEFFERSON BLVD. SUITE 1000, WARWICK, RI, 02886, USA |
| Mailing Address: | 931 JEFFERSON BLVD SUITE 1000, WARWICK, RI, 02886, USA |
| Purpose: | FINANCIAL PLANNING & INVESTMENT MANAGEMENT PRACTICE |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PINNACLE WEALTH MANAGEMENT, LLC 401K PLAN | 2023 | 844002919 | 2024-04-24 | PINNACLE WEALTH MANAGEMENT, LLC | 2 | |||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-04-24 |
| Name of individual signing | RAYMOND W. GUTOWSKI |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Plan sponsor’s address | 931 JEFFERSON BLVD. SUITE 1000, WARWICK, RI, 02866 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-11 |
| Name of individual signing | RAYMOND W. GUTOWSKI |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| RAYMOND W. GUTOWSKI | Agent | 931 JEFFERSON BLVD. SUITE 1000, WARWICK, RI, 02886, USA |
| Number | Name | File Date |
|---|---|---|
| 202451954220 | Annual Report | 2024-04-22 |
| 202330033130 | Annual Report | 2023-03-06 |
| 202213962470 | Annual Report | 2022-04-05 |
| 202103852810 | Annual Report | 2021-10-25 |
| 201930312700 | Articles of Organization | 2019-12-17 |
Date of last update: 27 Oct 2024
Sources: Rhode Island Department of State
