Plan5500

Therapeutic Pathways 401(K) Plan — Form 5500 plan (Therapeutic Pathways, Inc Dba The Kendall Center)

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, Therapeutic Pathways 401(K) Plan is a benefit plan reported by Therapeutic Pathways, Inc Dba The Kendall Center under EIN 77-0576678 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $5,278,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Therapeutic Pathways, Inc Dba The Kendall Center
EIN
77-0576678
Plan number
001
Plan type
2
Location
Modesto, CA
Latest filing year
2023
Participants
328
End-of-year plan assets
$5,278,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20241002064257NAL0004636003001
2023243H, C20241112152509NAL0024655376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,278,704

Income & contributions

Total income / additions
-$10,036

Expenses & distributions

Benefits paid
$105,222
Administrative expenses
$6,464
Total expenses
$130,477
Net increase / (decrease)
-$140,513

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Penner & SmithINVESTMENT ADVISOR$16,033$02023
Empower Advisory Group LLCRECORDKEEPER$11,406$02023
Empower Advisory Group LLCINVESTMENT MGMT$7,018$02023
Osborne & Associates, Inc.CONTRACT ADMIN$5,801$02023
Empower Annuity Insurance CompanyRECORDKEEPER$4,337$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,878$02023
Osborne & Assocaites, Inc.CONTRACT ADMIN$679$02023
OtherOTHER$9$02023

Related Form 5500 pages