Pinnacle Advisors, Inc.

Registered In: Missouri
Incorporation Date: 12/02/2002
Registration Type: Domestic
Company Type: Gen. Business - for Profit
Status: Good Standing
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Bumley, Brian Registered Agent	3010 E BATTLEFIELD STE A, SPRINGFIELD, MO 65801
Brian L. Lumley, President	3010 E BATTLEFIELD, SPRINGFIELD, MO 65804
Brian L. Lumley, Director	3010 E BATTLEFIELD, SPRINGFIELD, MO 65804
Brian L. Lumley, Secretary	3010 E BATTLEFIELD, SPRINGFIELD, MO 65804

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1444 E BRADFORD PKWY, SPRINGFIELD, MO 65804 View Map
3010 E BATTLEFIELD ST, SPRINGFIELD, MO 65804 View Map

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Financial Information for Pinnacle Advisors, Inc.

Form 5500

3010 East Battlefield, Springfield, Mo 65804 (417) 881-2123 EIN:02-0653829 Plan Admin:Brian Lumley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePINNACLE ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$103,714 / $231,278	2023	PINNACLE ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$103,714 / $231,278
2022	Plan NamePINNACLE ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$85,736 / $103,714	2022	PINNACLE ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$85,736 / $103,714
2021	Plan NamePINNACLE ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$34,467 / $85,736	2021	PINNACLE ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$34,467 / $85,736
2020	Plan NamePINNACLE ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $34,467	2020	PINNACLE ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001	3 / 3	$0 / $34,467

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PINNACLE ADVISORS INC

3010 Battlefield St, Springfield, Mo 65804-4018 Industry:Miscellaneous Financial Investment Activities Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$50,600 Forgiven$51,183 LenderOakStar Bank Jobs6	04/07/2020	$50,600	$51,183	OakStar Bank	6

PPP Loans based on Paycheck Protection Program.

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Address Match:1444 E Bradford Pkwy Springfield, MO

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Person/City Match:Brian L Lumley - Springfield, MO

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The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor U.S. Small Business Administration

Pinnacle Advisors, Inc.

Company Summary

Financial Information for Pinnacle Advisors, Inc.

PINNACLE ADVISORS, INC.

PINNACLE ADVISORS INC