2023 Form 5500 filing — Pathways Inc Retirement And Employee 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 20260122132842NAL0009274418001) for Pathways Inc Retirement And Employee Savings Plan, reported by Pathways Inc. under EIN 52-1226817 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260122132842NAL0009274418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pathways Inc.
- EIN
- 52-1226817
- Plan number
- 001
- Location
- Hollywood, MD
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,296,231
- Total liabilities (EOY)
- $249
- Net assets (EOY)
- $4,295,982
- Employer contributions
- $58,502
- Participant contributions
- $150,556
- Total income / additions
- $694,571
- Benefits paid
- $1,109,873
- Administrative expenses
- $8,487
- Total expenses
- $1,118,360
- Net increase / (decrease)
- -$423,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $8,840 | $0 |
| Wells Fargo Advisors Fin Net LLC | INVEST ADVISOR | $7,864 | not reported in the loaded dataset |
| Urpc | CONTRACT ADMIN | $3,775 | $1,567 |
| Lincoln National Corporation | SERV PROVIDER | $950 | $0 |