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
Money in vs. money out
Total income / additions$13.8M
Total expenses$4.6M
Benefits paid / distributions$4.5M
Contributions
Employer$268.8K
Participant$6.3M
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)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$105,854$0
Woodbury Financial Services IncADVISOR$45,861not reported in the loaded dataset
Baker Tilly Virchow Krause LlpCONSULTANT$9,713not reported in the loaded dataset

Related Form 5500 pages