Pathfinder Village, Inc. Deferred Annuity Plan — Form 5500 plan (Pathfinder Village, Inc.)

Plain-English plan 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, Pathfinder Village, Inc. Deferred Annuity Plan is a benefit plan reported by Pathfinder Village, Inc. under EIN 15-0618744 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $5,213,267 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pathfinder Village, Inc.
EIN
15-0618744
Plan number
001
Plan type
2
Location
Edmeston, NY
Latest filing year
2023
Participants
276
End-of-year plan assets
$5,213,267

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20250414093345NAL0000697379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,213,267
Total liabilities (EOY)
$0
Net assets (EOY)
$5,213,267
Net assets (BOY)
$5,347,677

Income & contributions

Employer contributions
$314,140
Participant contributions
$225,615
Total contributions
$539,755
Total income / additions
$1,232,714

Expenses & distributions

Benefits paid
$1,306,539
Administrative expenses
$60,585
Total expenses
$1,367,124
Net increase / (decrease)
-$134,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$34,795$02023
Strategic Financial ServicesINVESTMENT ADVISOR$25,789not reported in the loaded dataset2023

Related Form 5500 pages