Path Forward Consulting 401(K) Plan — Form 5500 plan (Path Forward Consulting)
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, Path Forward Consulting 401(K) Plan is a benefit plan reported by Path Forward Consulting under EIN 20-0378455 and plan number 001. The latest loaded filing year is 2023. The filing reports 631 participants and $8,803,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Path Forward Consulting
- EIN
- 20-0378455
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 631
- End-of-year plan assets
- $8,803,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 631 | H, C | 20241007144836NAL0031198642001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,803,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,803,300
- Net assets (BOY)
- $6,774,792
Income & contributions
- Employer contributions
- $219,106
- Participant contributions
- $1,385,315
- Total contributions
- $1,723,841
- Total income / additions
- $3,054,285
Expenses & distributions
- Benefits paid
- $1,832,834
- Administrative expenses
- $96,240
- Total expenses
- $1,929,074
- Net increase / (decrease)
- $1,125,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $96,253 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $35,703 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |