Pinnacle Technical Resources 401(K) Plan — Form 5500 plan (Pinnacle Technical Resources, Inc.)
Plain-English plan 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, Pinnacle Technical Resources 401(K) Plan is a benefit plan reported by Pinnacle Technical Resources, Inc. under EIN 75-2674696 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,551 participants and $38,783,272 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$38.8MPlan net assets, end of year$38,783,272
Participants2.6KCovered participants reported2,551
Assets / participant$15.2KComputed: assets ÷ participants$15,203 (computed)
Provider compensation$161.4K3 Schedule C provider row(s)$161,428
- Plan sponsor
- Pinnacle Technical Resources, Inc.
- EIN
- 75-2674696
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,551 | H, C | 20240930070621NAL0008971952001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$38.8M total assets
Net assets$38.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $38,783,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,783,272
- Net assets (BOY)
- $29,607,346
Income & contributions
- Employer contributions
- $268,776
- Participant contributions
- $6,312,784
- Total contributions
- $8,229,423
- Total income / additions
- $13,807,442
Expenses & distributions
- Benefits paid
- $4,450,719
- Administrative expenses
- $161,818
- Total expenses
- $4,631,516
- Net increase / (decrease)
- $9,175,926
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
96%
Employer 4%Participant 96%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $105,854 | $0 | 2023 |
| Woodbury Financial Services Inc | ADVISOR | $45,861 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause Llp | CONSULTANT | $9,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pinnacle Technical Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Fidelity Investments Institutional — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Baker Tilly Virchow Krause Llp — Schedule C compensation