2023 Form 5500 filing — Pinnacle West Asset Management Inc 401k 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 20240730151507NAL0011974915006) for Pinnacle West Asset Management Inc 401k Plan, reported by Pinnacle West Asset Management Inc under EIN 83-0297567 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$349.2KReported net assets$349,161
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240730151507NAL0011974915006
Plan sponsor
Pinnacle West Asset Management Inc
EIN
83-0297567
Plan number
001
Location
Casper, WY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$349.2K total assets
Net assets$349.2KLiabilities
Money in vs. money out
Total income / additions$86.3K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$16.6K
Participant$45.2K
Full reported line items
Total assets (EOY)
$349,161
Net assets (EOY)
$349,161
Employer contributions
$16,576
Participant contributions
$45,152
Total income / additions
$86,265
Net increase / (decrease)
$86,265

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730151507NAL0011974915006 cover?
It is the 2023 Form 5500 filing for Pinnacle West Asset Management Inc 401k Plan, reported by Pinnacle West Asset Management Inc (EIN 83-0297567).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages