2023 Form 5500 filing — Pinnacle Technical Resources 401(K) 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 20240930070621NAL0008971952001) for Pinnacle Technical Resources 401(K) Plan, reported by Pinnacle Technical Resources, Inc. under EIN 75-2674696 and plan number 001. It reports 2,551 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)$38.8MReported net assets$38,783,272
Participants2.6K2,551
Provider compensation$161.4K3 Schedule C row(s)$161,428
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240930070621NAL0008971952001
- Plan sponsor
- Pinnacle Technical Resources, Inc.
- EIN
- 75-2674696
- Plan number
- 001
- Location
- Dallas, TX
- 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)$38.8M total assets
Net assets$38.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,783,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,783,272
- Employer contributions
- $268,776
- Participant contributions
- $6,312,784
- Total income / additions
- $13,807,442
- Benefits paid
- $4,450,719
- Administrative expenses
- $161,818
- Total expenses
- $4,631,516
- Net increase / (decrease)
- $9,175,926
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $105,854 | $0 |
| Woodbury Financial Services Inc | ADVISOR | $45,861 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause Llp | CONSULTANT | $9,713 | not reported in the loaded dataset |