Pathways, Incorporated Employees' Retirement Plan — Form 5500 plan (Pathways 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, Pathways, Incorporated Employees' Retirement Plan is a benefit plan reported by Pathways Inc under EIN 16-1089007 and plan number 001. The latest loaded filing year is 2023. The filing reports 741 participants and $17,096,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pathways Inc
EIN
16-1089007
Plan number
001
Plan type
2
Location
Corning, NY
Latest filing year
2023
Participants
741
End-of-year plan assets
$17,096,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023741H, C20240730110737NAL0019926097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,096,682
Total liabilities (EOY)
$0
Net assets (EOY)
$17,096,682
Net assets (BOY)
$14,902,538

Income & contributions

Employer contributions
$845,350
Participant contributions
$518,961
Total contributions
$1,456,969
Total income / additions
$3,818,425

Expenses & distributions

Benefits paid
$1,525,955
Administrative expenses
$97,704
Total expenses
$1,624,281
Net increase / (decrease)
$2,194,144

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Investment Advisors LLCRIA$22,697not reported in the loaded dataset2023
John Hancock Life Ins Company Of NyRECORDKEEPER$8,196$02023
Citizens & Northern BankRIA$7,566not reported in the loaded dataset2023

Related Form 5500 pages