2023 Form 5500 filing — Pinnacle West Capital Corporation Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240618142604NAL0002797793001) for Pinnacle West Capital Corporation Savings Plan, reported by Pinnacle West Capital Corporation under EIN 86-0512431 and plan number 002. It reports 7,695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.5BReported net assets$1,458,049,074
Participants7.7K7,695
Provider compensation$1.3M3 Schedule C row(s)$1,267,258
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240618142604NAL0002797793001
- Plan sponsor
- Pinnacle West Capital Corporation
- EIN
- 86-0512431
- Plan number
- 002
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.5B total assets
Net assets$1.5BLiabilities$9.5M
Full reported line items
- Total assets (EOY)
- $1,467,517,436
- Total liabilities (EOY)
- $9,468,362
- Net assets (EOY)
- $1,458,049,074
- Employer contributions
- $24,766,651
- Participant contributions
- $71,408,381
- Total income / additions
- $310,959,122
- Benefits paid
- $133,324,477
- Administrative expenses
- $2,375,178
- Total expenses
- $135,836,705
- Net increase / (decrease)
- $175,122,417
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | ADVISOR | $829,144 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | $419,001 | $0 |
| Edelman Financial Engines, LLC | ADVISOR | $19,113 | not reported in the loaded dataset |