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Pinnacle Wealth Management, LLC

Company Details

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 Advice

form 5500

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
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 2024-04-24
Name of individual signing RAYMOND W. GUTOWSKI
Valid signature Filed with authorized/valid electronic signature
PINNACLE WEALTH MANAGEMENT, LLC 401K PLAN 2022 844002919 2023-10-11 PINNACLE WEALTH MANAGEMENT, LLC 1
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

Agent

Name Role Address
RAYMOND W. GUTOWSKI Agent 931 JEFFERSON BLVD. SUITE 1000, WARWICK, RI, 02886, USA

Filings

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