2023 Form 5500 filing — Yourpath Hybrid 2015 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 20240828203315NAL0012626385001) for Yourpath Hybrid 2015 Moderate, reported by Benefit Trust Company under EIN 83-6725700 and plan number 164. 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)$4.7MReported net assets$4,672,043
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240828203315NAL0012626385001
Plan sponsor
Benefit Trust Company
EIN
83-6725700
Plan number
164
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)$4.7M total assets
Net assets$4.7MLiabilities$1.6K
Money in vs. money out
Total income / additions$461.3K
Total expenses$4.1K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$4,673,637
Total liabilities (EOY)
$1,594
Net assets (EOY)
$4,672,043
Total income / additions
$461,306
Benefits paid
$0
Administrative expenses
$4,135
Total expenses
$4,135
Net increase / (decrease)
$457,171

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828203315NAL0012626385001 cover?
It is the 2023 Form 5500 filing for Yourpath Hybrid 2015 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