Mypath To Retire 401(K) Plan — Form 5500 plan (The Finway Group)
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, Mypath To Retire 401(K) Plan is a benefit plan reported by The Finway Group under EIN 42-1468222 and plan number 015. The latest loaded filing year is 2023. The filing reports 311 participants and $13,644,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Finway Group
- EIN
- 42-1468222
- Plan number
- 015
- Plan type
- 3
- Location
- West Des Moines, IA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $13,644,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241014120603NAL0052165506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,644,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,644,262
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $190,837
- Participant contributions
- $523,563
- Total contributions
- $714,400
- Total income / additions
- $1,645,970
Expenses & distributions
- Benefits paid
- $347,176
- Administrative expenses
- $16,508
- Total expenses
- $372,473
- Net increase / (decrease)
- $1,273,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Finway Group, LLC | CONTRACT ADMIN | $7,624 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurane Company | RECORDKEEPER | $7,181 | not reported in the loaded dataset | 2023 |