2023 Form 5500 filing — Yourpath Passive 2040 Moderate
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729161808NAL0041633010001) for Yourpath Passive 2040 Moderate, reported by Benefit Trust Company under EIN 83-6725700 and plan number 211. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240729161808NAL0041633010001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Benefit Trust Company
- EIN
- 83-6725700
- Plan number
- 211
- Location
- Overland Park, KS
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $160,986,968
- Total liabilities (EOY)
- $9,926
- Net assets (EOY)
- $160,977,042
- Total income / additions
- $21,242,212
- Benefits paid
- $0
- Administrative expenses
- $76,699
- Total expenses
- $76,699
- Net increase / (decrease)
- $21,165,513
- Schedule source
- Schedule H