Path Forward Consulting — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Path Forward Consulting (EIN 20-0378455) is a plan sponsor located in Cincinnati, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0378455
Location
Cincinnati, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,803,300
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,803,300

Contributions & income

Employer contributions
$219,106
Participant contributions
$1,385,315
Total income / additions
$3,054,285

Expenses & distributions

Benefits paid / distributions
$1,832,834
Total expenses
$1,929,074
Net increase / (decrease)
$1,125,211

Coverage

Total reported participants
1,120
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Path Forward Consulting plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Path Forward Consulting 401(K) Plan001631$8,803,3002023
Recker Consulting, Inc. Health And Welfare Plan501489not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Path Forward Consulting
YearPlanParticipantsSchedulesFiling
2023Path Forward Consulting 401(K) Plan631H, C20241007144836NAL0031198642001
2023Recker Consulting, Inc. Health And Welfare Plan48920250122091007NAL0002860419001

Related Form 5500 pages