2023 Form 5500 filing — Pathway 401(K) Profit Sharing 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 20250509162130NAL0010075747001) for Pathway 401(K) Profit Sharing Plan, reported by Pathway Society Inc. under EIN 94-1688522 and plan number 001. It reports 127 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)$8.3MReported net assets$8,310,801
Participants127
Provider compensation$16.9K3 Schedule C row(s)$16,856
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250509162130NAL0010075747001
Plan sponsor
Pathway Society Inc.
EIN
94-1688522
Plan number
001
Location
San Jose, CA
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$557.1K
Benefits paid / distributions$515.1K
Contributions
Employer$663.6K
Participant$483.7K
Full reported line items
Total assets (EOY)
$8,310,801
Total liabilities (EOY)
$0
Net assets (EOY)
$8,310,801
Employer contributions
$663,572
Participant contributions
$483,668
Total income / additions
$2,105,635
Benefits paid
$515,125
Administrative expenses
$16,856
Total expenses
$557,139
Net increase / (decrease)
$1,548,496
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $7.4K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $5.2K
  3. 3
    INVESTMENT ADVISOR · Direct $4.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250509162130NAL0010075747001 cover?
It is the 2023 Form 5500 filing for Pathway 401(K) Profit Sharing Plan, reported by Pathway Society Inc. (EIN 94-1688522).
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).

Related Form 5500 pages