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).
- EFAST2 acknowledgement
- 20240618142604NAL0002797793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle West Capital Corporation
- EIN
- 86-0512431
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 7,695
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- 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
- Schedule source
- Schedule H
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 |