2023 Form 5500 filing — Pathfinder Services 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 20250407130506NAL0018424353001) for Pathfinder Services Retirement Plan, reported by Pathfinder Services, Inc. under EIN 35-1122311 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407130506NAL0018424353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pathfinder Services, Inc.
- EIN
- 35-1122311
- Plan number
- 001
- Location
- Huntington, IN
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,781,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,781,515
- Employer contributions
- $289,777
- Participant contributions
- $374,616
- Total income / additions
- $1,641,898
- Benefits paid
- $1,297,420
- Administrative expenses
- $50,205
- Total expenses
- $1,351,328
- Net increase / (decrease)
- $290,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial | INVESTMENT ADVISOR | $32,813 | not reported in the loaded dataset |
| Riversedge Advanced Retirement | 3RD PARTY ADMINISTRATOR | $13,267 | $0 |