2023 Form 5500 filing — Functional Pathways 401(K) Plan
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 20240926125349NAL0000395491001) for Functional Pathways 401(K) Plan, reported by Functional Pathways Of Tennessee, LLC under EIN 62-1632255 and plan number 002. It reports 1,798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926125349NAL0000395491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Functional Pathways Of Tennessee, LLC
- EIN
- 62-1632255
- Plan number
- 002
- Location
- Knoxville, TN
- Participants
- 1,798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,846,532
- Total liabilities (EOY)
- $40,660
- Net assets (EOY)
- $18,805,872
- Employer contributions
- $85,681
- Participant contributions
- $2,113,286
- Total income / additions
- $5,626,055
- Benefits paid
- $1,423,361
- Administrative expenses
- $71,241
- Total expenses
- $1,494,602
- Net increase / (decrease)
- $4,131,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $52,449 | $0 |
| Massachusetts Mutual Life Ins. Co. | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |