2023 Form 5500 filing — Pioneer Title Company 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 20240725113758NAL0023948112001) for Pioneer Title Company 401(K) Plan, reported by Pioneer Holding, Inc. under EIN 82-0347110 and plan number 002. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725113758NAL0023948112001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pioneer Holding, Inc.
- EIN
- 82-0347110
- Plan number
- 002
- Location
- Boise, ID
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,360,228
- Total liabilities (EOY)
- $1,521
- Net assets (EOY)
- $35,358,707
- Employer contributions
- $868,540
- Participant contributions
- $1,411,829
- Total income / additions
- $7,102,591
- Benefits paid
- $2,089,165
- Administrative expenses
- $105,605
- Total expenses
- $2,200,231
- Net increase / (decrease)
- $4,902,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | SERVICE PROVIDER | $48,012 | not reported in the loaded dataset |
| Pinnacle Pension Services | THIRD PARTY ADMIN | $21,644 | not reported in the loaded dataset |
| Eide Bailly, Llp | AUDITOR | $13,605 | not reported in the loaded dataset |