2023 Form 5500 filing — Career Path Services 403(B) 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 20250401121330NAL0004318147001) for Career Path Services 403(B) Plan, reported by Career Path Services under EIN 91-1032846 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401121330NAL0004318147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Career Path Services
- EIN
- 91-1032846
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,146,297
- Total liabilities (EOY)
- $139,872
- Net assets (EOY)
- $7,006,425
- Employer contributions
- $697,145
- Participant contributions
- $293,440
- Total income / additions
- $1,803,346
- Benefits paid
- $571,935
- Administrative expenses
- $54,970
- Total expenses
- $626,905
- Net increase / (decrease)
- $1,176,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | RECORDKEEPER | $36,173 | $0 |
| Da Davidson & Co | BROKER/ADVISOR | $0 | $26,881 |
| Anastasi Moore Martin Pllc | AUDITOR | $10,500 | not reported in the loaded dataset |
| Randall And Hurley, Inc | CONTRACT ADMIN | $6,199 | $3,124 |
| Empower Retirement Advisory Service | INVESTMENT MGMT | $2,098 | not reported in the loaded dataset |
| Da Davidson & Co | INVESTMENT MANAGEMENT | $0 | not reported in the loaded dataset |