401k Plan data: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN plan

PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 401k Plan overview

Plan Name	PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN
Plan identification number	001

PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PINNACLE WEST ASSET MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name: PINNACLE WEST ASSET MANAGEMENT INC

Employer identification number (EIN): 830297567

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01

Plan Statistics for PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN

401k plan membership statisitcs for PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN

Measure Date Value
2022: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2022: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN

Measure	Date	Value
2022 : PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$50,340
Total plan assets at end of year	2022-12-31	$262,896
Total plan assets at beginning of year	2022-12-31	$212,556
Total contributions received or receivable from participants	2022-12-31	$34,325
Other income received	2022-12-31	$3,953
Net income (gross income less expenses)	2022-12-31	$50,340
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$262,896
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$212,556
Total contributions received or receivable from employer(s)	2022-12-31	$12,062
2021 : PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$84,609
Total plan assets at end of year	2021-12-31	$212,556
Total plan assets at beginning of year	2021-12-31	$127,947
Total contributions received or receivable from participants	2021-12-31	$33,850
Other income received	2021-12-31	$38,884
Net income (gross income less expenses)	2021-12-31	$84,609
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$212,556
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$127,947
Total contributions received or receivable from employer(s)	2021-12-31	$11,875
2020 : PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$41,821
Total plan assets at end of year	2020-12-31	$127,947
Total plan assets at beginning of year	2020-12-31	$86,126
Total contributions received or receivable from participants	2020-12-31	$32,560
Other income received	2020-12-31	$-1,819
Net income (gross income less expenses)	2020-12-31	$41,821
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$127,947
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$86,126
Total contributions received or receivable from employer(s)	2020-12-31	$11,080
2019 : PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$51,784
Total plan assets at end of year	2019-12-31	$86,126
Total plan assets at beginning of year	2019-12-31	$34,342
Total contributions received or receivable from participants	2019-12-31	$30,834
Other income received	2019-12-31	$10,533
Net income (gross income less expenses)	2019-12-31	$51,784
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$86,126
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$34,342
Total contributions received or receivable from employer(s)	2019-12-31	$10,417
2018 : PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$34,342
Total plan assets at end of year	2018-12-31	$34,342
Total plan assets at beginning of year	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$27,640
Other income received	2018-12-31	$617
Net income (gross income less expenses)	2018-12-31	$34,342
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$34,342
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$34,342
Total contributions received or receivable from employer(s)	2018-12-31	$6,085

Form 5500 Responses for PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN

2022: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PINNACLE WEST ASSET MANAGEMENT INC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PINNACLE WEST ASSET MANAGEMENT INC
Employer identification number (EIN):	830297567
NAIC Classification:	523900