Pinnacle West Capital Corporation Savings Plan — Form 5500 plan (Pinnacle West Capital Corporation)

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 West Capital Corporation Savings Plan is a benefit plan reported by Pinnacle West Capital Corporation under EIN 86-0512431 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,695 participants and $1,467,517,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pinnacle West Capital Corporation
EIN
86-0512431
Plan number
002
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
7,695
End-of-year plan assets
$1,467,517,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,695H, C20240618142604NAL0002797793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,467,517,436
Total liabilities (EOY)
$9,468,362
Net assets (EOY)
$1,458,049,074
Net assets (BOY)
$1,282,926,657

Income & contributions

Employer contributions
$24,766,651
Participant contributions
$71,408,381
Total contributions
$105,493,640
Total income / additions
$310,959,122

Expenses & distributions

Benefits paid
$133,324,477
Administrative expenses
$2,375,178
Total expenses
$135,836,705
Net increase / (decrease)
$175,122,417

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Financial EnginesADVISOR$829,144not reported in the loaded dataset2023
Fid Inv Inst Ops CoRECORDKEEPER$419,001$02023
Edelman Financial Engines, LLCADVISOR$19,113not reported in the loaded dataset2023

Related Form 5500 pages