Pinnacle Technical Resources 401(K) Plan — Form 5500 plan (Pinnacle Technical Resources, 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, Pinnacle Technical Resources 401(K) Plan is a benefit plan reported by Pinnacle Technical Resources, Inc. under EIN 75-2674696 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,551 participants and $38,783,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinnacle Technical Resources, Inc.
- EIN
- 75-2674696
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 2,551
- End-of-year plan assets
- $38,783,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,551 | H, C | 20240930070621NAL0008971952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,783,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,783,272
- Net assets (BOY)
- $29,607,346
Income & contributions
- Employer contributions
- $268,776
- Participant contributions
- $6,312,784
- Total contributions
- $8,229,423
- Total income / additions
- $13,807,442
Expenses & distributions
- Benefits paid
- $4,450,719
- Administrative expenses
- $161,818
- Total expenses
- $4,631,516
- Net increase / (decrease)
- $9,175,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $105,854 | $0 | 2023 |
| Woodbury Financial Services Inc | ADVISOR | $45,861 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause Llp | CONSULTANT | $9,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pinnacle Technical Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Fidelity Investments Institutional — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Baker Tilly Virchow Krause Llp — Schedule C compensation