2023 Form 5500 filing — Greenpath, Inc. 403(B) 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 20241008082325NAL0017279361001) for Greenpath, Inc. 403(B) Retirement Plan, reported by Greenpath, Inc. under EIN 38-6142925 and plan number 002. It reports 669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008082325NAL0017279361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenpath, Inc.
- EIN
- 38-6142925
- Plan number
- 002
- Location
- Farmington Hills, MI
- Participants
- 669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,121,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,121,213
- Employer contributions
- $1,380,770
- Participant contributions
- $2,693,992
- Total income / additions
- $10,994,003
- Benefits paid
- $2,729,023
- Administrative expenses
- $156,233
- Total expenses
- $2,885,256
- Net increase / (decrease)
- $8,108,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | SERVICE PROVIDER | $122,483 | $0 |
| Capfinancial Partners | OUTSIDE ADVISORY FEES | $33,750 | not reported in the loaded dataset |