2023 Form 5500 filing — Path Forward Consulting 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 20241007144836NAL0031198642001) for Path Forward Consulting 401(K) Plan, reported by Path Forward Consulting under EIN 20-0378455 and plan number 001. It reports 631 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144836NAL0031198642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Path Forward Consulting
- EIN
- 20-0378455
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 631
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,803,300
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,803,300
- Employer contributions
- $219,106
- Participant contributions
- $1,385,315
- Total income / additions
- $3,054,285
- Benefits paid
- $1,832,834
- Administrative expenses
- $96,240
- Total expenses
- $1,929,074
- Net increase / (decrease)
- $1,125,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $96,253 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $35,703 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |