2023 Form 5500 filing — Pathways, Incorporated Employees' Retirement Plan
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 20240730110737NAL0019926097001) for Pathways, Incorporated Employees' Retirement Plan, reported by Pathways Inc under EIN 16-1089007 and plan number 001. It reports 741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730110737NAL0019926097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pathways Inc
- EIN
- 16-1089007
- Plan number
- 001
- Location
- Corning, NY
- Participants
- 741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,096,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,096,682
- Employer contributions
- $845,350
- Participant contributions
- $518,961
- Total income / additions
- $3,818,425
- Benefits paid
- $1,525,955
- Administrative expenses
- $97,704
- Total expenses
- $1,624,281
- Net increase / (decrease)
- $2,194,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisors LLC | RIA | $22,697 | not reported in the loaded dataset |
| John Hancock Life Ins Company Of Ny | RECORDKEEPER | $8,196 | $0 |
| Citizens & Northern Bank | RIA | $7,566 | not reported in the loaded dataset |