2023 Form 5500 filing — Pioneer Technical Services, Inc. 401(K) Profit Sharing 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 20241014130246NAL0014964115001) for Pioneer Technical Services, Inc. 401(K) Profit Sharing Plan, reported by Pioneer Technical Services, Inc. under EIN 81-0474175 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130246NAL0014964115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pioneer Technical Services, Inc.
- EIN
- 81-0474175
- Plan number
- 001
- Location
- Butte, MT
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,118,765
- Total liabilities (EOY)
- $59,523
- Net assets (EOY)
- $25,059,242
- Employer contributions
- $385,318
- Participant contributions
- $1,001,342
- Total income / additions
- $4,970,820
- Benefits paid
- $2,870,264
- Administrative expenses
- $95,488
- Total expenses
- $2,965,752
- Net increase / (decrease)
- $2,005,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great West Life & Annuity Insurance | RECORDKEEPER | $71,640 | $0 |
| Royal Alliance Associates Inc | BROKER/ADVISOR | $0 | $57,421 |
| Advised Assets Group | INVESTMENT MGMT | $18,847 | not reported in the loaded dataset |
| Wipfli Llp | AUDITOR | $6,713 | not reported in the loaded dataset |
| Randall + Hurley | CONTRACT ADMIN | $2,100 | not reported in the loaded dataset |