Pioneer Technical Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Pioneer Technical Services, 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, Pioneer Technical Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Pioneer Technical Services, Inc. under EIN 81-0474175 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $25,118,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pioneer Technical Services, Inc.
- EIN
- 81-0474175
- Plan number
- 001
- Plan type
- 2
- Location
- Butte, MT
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $25,118,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241014130246NAL0014964115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,118,765
- Total liabilities (EOY)
- $59,523
- Net assets (EOY)
- $25,059,242
- Net assets (BOY)
- $23,054,174
Income & contributions
- Employer contributions
- $385,318
- Participant contributions
- $1,001,342
- Total contributions
- $1,394,828
- Total income / additions
- $4,970,820
Expenses & distributions
- Benefits paid
- $2,870,264
- Administrative expenses
- $95,488
- Total expenses
- $2,965,752
- Net increase / (decrease)
- $2,005,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great West Life & Annuity Insurance | RECORDKEEPER | $71,640 | $0 | 2023 |
| Royal Alliance Associates Inc | BROKER/ADVISOR | $0 | $57,421 | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $18,847 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | AUDITOR | $6,713 | not reported in the loaded dataset | 2023 |
| Randall + Hurley | CONTRACT ADMIN | $2,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pioneer Technical Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Butte, MT
- Great West Life & Annuity Insurance — Schedule C compensation
- Royal Alliance Associates Inc — Schedule C compensation
- Advised Assets Group — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Randall + Hurley — Schedule C compensation