Career Path Services 403(B) Plan — Form 5500 plan (Career Path Services)
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, Career Path Services 403(B) Plan is a benefit plan reported by Career Path Services under EIN 91-1032846 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $7,146,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Career Path Services
- EIN
- 91-1032846
- Plan number
- 001
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $7,146,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20250401121330NAL0004318147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,146,297
- Total liabilities (EOY)
- $139,872
- Net assets (EOY)
- $7,006,425
- Net assets (BOY)
- $5,829,984
Income & contributions
- Employer contributions
- $697,145
- Participant contributions
- $293,440
- Total contributions
- $1,025,406
- Total income / additions
- $1,803,346
Expenses & distributions
- Benefits paid
- $571,935
- Administrative expenses
- $54,970
- Total expenses
- $626,905
- Net increase / (decrease)
- $1,176,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | RECORDKEEPER | $36,173 | $0 | 2023 |
| Da Davidson & Co | BROKER/ADVISOR | $0 | $26,881 | 2023 |
| Anastasi Moore Martin Pllc | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Randall And Hurley, Inc | CONTRACT ADMIN | $6,199 | $3,124 | 2023 |
| Empower Retirement Advisory Service | INVESTMENT MGMT | $2,098 | not reported in the loaded dataset | 2023 |
| Da Davidson & Co | INVESTMENT MANAGEMENT | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Career Path Services
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Empower Advisory Group, LLC — Schedule C compensation
- Da Davidson & Co — Schedule C compensation
- Anastasi Moore Martin Pllc — Schedule C compensation
- Randall And Hurley, Inc — Schedule C compensation
- Empower Retirement Advisory Service — Schedule C compensation