Plan5500

Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B) — Form 5500 plan (Pathways Behavioral Services 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 Behavioral Services, Inc. Internal Revenue Code Section 403(B) is a benefit plan reported by Pathways Behavioral Services Inc under EIN 51-0245708 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $7,218,326 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.2MPlan net assets, end of year$7,218,326
Participants158Covered participants reported
Assets / participant$45.7KComputed: assets ÷ participants$45,686 (computed)
Provider compensation$24.7K4 Schedule C provider row(s)$24,652
Plan sponsor
Pathways Behavioral Services Inc
EIN
51-0245708
Plan number
001
Plan type
2
Location
Waterloo, IA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    158 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$115K
Benefits paid / distributions$98.7K
Contributions
Employer$262.6K
Participant$319.1K
Full reported line items

Net assets

Total assets (EOY)
$7,218,326
Total liabilities (EOY)
$0
Net assets (EOY)
$7,218,326
Net assets (BOY)
$5,849,680

Income & contributions

Employer contributions
$262,639
Participant contributions
$319,131
Total contributions
$588,657
Total income / additions
$1,483,596

Expenses & distributions

Benefits paid
$98,670
Administrative expenses
$16,280
Total expenses
$114,950
Net increase / (decrease)
$1,368,646
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fisher Investments 401(K) Solutions$13K
    INVESTMENT ADVISORY · Direct $13K
  2. 2
    Principal Securities Inc$8.4K
    OTHER SERVICES · Direct $0 · Indirect $8.4K
  3. 3
    Principal Life Insurance Company$3.3K
    CONTRACT ADMINISTRATOR · Direct $3.3K · Indirect $0
  4. 4
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B)?
Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B) is reported as sponsored by Pathways Behavioral Services Inc (EIN 51-0245708, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B)?
The latest Form 5500 filing year loaded for Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B) is 2023.
How many participants does Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B) report?
Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B) reports 158 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B)?
Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(B) reports $7,218,326 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages