2023 Form 5500 filing — Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B)

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 20250107104323NAL0015201536001) for Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B), reported by Pathways Behavioral Services Inc under EIN 51-0245708 and plan number 001. It reports 158 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)$7.2MReported net assets$7,218,326

Participants158

Provider compensation$24.7K4 Schedule C row(s)$24,652

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250107104323NAL0015201536001
Plan sponsor: Pathways Behavioral Services Inc
EIN: 51-0245708
Plan number: 001
Location: Waterloo, IA
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)$7.2M total assets

Net assets$7.2MLiabilities$0

Money in vs. money out

Total income / additions$1.5M

Total expenses$115K

Benefits paid / distributions$98.7K

Contributions

Employer$262.6K

Participant$319.1K

Full reported line items

Total assets (EOY): $7,218,326
Total liabilities (EOY): $0
Net assets (EOY): $7,218,326
Employer contributions: $262,639
Participant contributions: $319,131
Total income / additions: $1,483,596
Benefits paid: $98,670
Administrative expenses: $16,280
Total expenses: $114,950
Net increase / (decrease): $1,368,646

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fisher Investments 401(K) Solutions$13K
INVESTMENT ADVISORY · Direct $13K
2
Principal Securities Inc$8.4K
OTHER SERVICES · Direct $0 · Indirect $8.4K
3
Principal Life Insurance Company$3.3K
CONTRACT ADMINISTRATOR · Direct $3.3K · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250107104323NAL0015201536001 cover?: It is the 2023 Form 5500 filing for Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B), reported by Pathways Behavioral Services Inc (EIN 51-0245708).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).