2023 Form 5500 filing — Operations Pathway Systems L.P. Retirement Savings 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 20241015145628NAL0028839745001) for Operations Pathway Systems L.P. Retirement Savings Plan, reported by Operations Pathway Systems, L.P. under EIN 75-2850532 and plan number 001. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19.6MReported net assets$19,604,976
Participants343
Provider compensation$50.8K3 Schedule C row(s)$50,843
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015145628NAL0028839745001
- Plan sponsor
- Operations Pathway Systems, L.P.
- EIN
- 75-2850532
- Plan number
- 001
- Location
- Fort Worth, TX
- Received date
- not reported in the loaded dataset
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)$19.6M total assets
Net assets$19.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,604,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,604,976
- Employer contributions
- $169,646
- Participant contributions
- $1,644,519
- Total income / additions
- $5,082,243
- Benefits paid
- $853,067
- Administrative expenses
- $50,843
- Total expenses
- $903,910
- Net increase / (decrease)
- $4,178,333
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | TPA | $27,822 | not reported in the loaded dataset |
| Hub International Northeast | ADVISOR | $16,920 | not reported in the loaded dataset |
| Charles Schwab | CUSTODIAN TRUSTEE | $6,101 | not reported in the loaded dataset |