Family Pathways 401(K) Plan — Form 5500 plan (Family Pathways)
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, Family Pathways 401(K) Plan is a benefit plan reported by Family Pathways under EIN 41-1332828 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $1,307,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Pathways
- EIN
- 41-1332828
- Plan number
- 001
- Plan type
- 2
- Location
- North Branch, MN
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $1,307,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241011112022NAL0010858419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,307,018
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,307,018
- Net assets (BOY)
- $1,079,080
Income & contributions
- Employer contributions
- $63,294
- Participant contributions
- $129,254
- Total contributions
- $209,858
- Total income / additions
- $338,366
Expenses & distributions
- Benefits paid
- $96,300
- Administrative expenses
- $14,128
- Total expenses
- $110,428
- Net increase / (decrease)
- $227,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,127 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |