Pathways Home Health And Hospice 403(B) Plan — Form 5500 plan (Pathways Home Health And Hospice)
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 Home Health And Hospice 403(B) Plan is a benefit plan reported by Pathways Home Health And Hospice under EIN 94-2823240 and plan number 002. The latest loaded filing year is 2023. The filing reports 331 participants and $20,166,493 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.2MPlan net assets, end of year$20,166,493
Participants331Covered participants reported
Assets / participant$60.9KComputed: assets ÷ participants$60,926 (computed)
Provider compensation$94.3K5 Schedule C provider row(s)$94,280
- Plan sponsor
- Pathways Home Health And Hospice
- EIN
- 94-2823240
- Plan number
- 002
- Plan type
- 2
- Location
- Sunnyvale, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20241009175820NAL0032036720001 |
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)$20.2M total assets
Net assets$20.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $20,166,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,166,493
- Net assets (BOY)
- $18,814,040
Income & contributions
- Employer contributions
- $217,583
- Participant contributions
- $867,802
- Total contributions
- $1,109,733
- Total income / additions
- $4,461,513
Expenses & distributions
- Benefits paid
- $3,012,842
- Administrative expenses
- $96,591
- Total expenses
- $3,109,060
- Net increase / (decrease)
- $1,352,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $45,525 | $0 | 2023 |
| Cbiz Investment Advisory | INVESTMENT ADVISOR | $36,761 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services | TPA | $10,974 | not reported in the loaded dataset | 2023 |
| Fidelity | RECORDKEEPER | $930 | $0 | 2023 |
| Lincoln National Corporation | RECORDKEEPER | $90 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pathways Home Health And Hospice
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sunnyvale, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cbiz Investment Advisory — Schedule C compensation
- Cbiz Benefits & Ins Services — Schedule C compensation
- Fidelity — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation