2023 Form 5500 filing — Yourpath Passive 2010 Moderate

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 20240729161015NAL0011220467001) for Yourpath Passive 2010 Moderate, reported by Benefit Trust Company under EIN 83-6725700 and plan number 205. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$12.4MReported net assets$12,355,330
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240729161015NAL0011220467001
Plan sponsor
Benefit Trust Company
EIN
83-6725700
Plan number
205
Location
Overland Park, KS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities$3.1K
Money in vs. money out
Total income / additions$1M
Total expenses$8.7K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$12,358,450
Total liabilities (EOY)
$3,120
Net assets (EOY)
$12,355,330
Total income / additions
$1,002,902
Benefits paid
$0
Administrative expenses
$8,724
Total expenses
$8,724
Net increase / (decrease)
$994,178

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729161015NAL0011220467001 cover?
It is the 2023 Form 5500 filing for Yourpath Passive 2010 Moderate, reported by Benefit Trust Company (EIN 83-6725700).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages