2023 Form 5500 filing — Pathways Home Health And Hospice 403(B) 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 20241009175820NAL0032036720001) for Pathways Home Health And Hospice 403(B) Plan, reported by Pathways Home Health And Hospice under EIN 94-2823240 and plan number 002. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009175820NAL0032036720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pathways Home Health And Hospice
- EIN
- 94-2823240
- Plan number
- 002
- Location
- Sunnyvale, CA
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,166,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,166,493
- Employer contributions
- $217,583
- Participant contributions
- $867,802
- Total income / additions
- $4,461,513
- Benefits paid
- $3,012,842
- Administrative expenses
- $96,591
- Total expenses
- $3,109,060
- Net increase / (decrease)
- $1,352,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $45,525 | $0 |
| Cbiz Investment Advisory | INVESTMENT ADVISOR | $36,761 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services | TPA | $10,974 | not reported in the loaded dataset |
| Fidelity | RECORDKEEPER | $930 | $0 |
| Lincoln National Corporation | RECORDKEEPER | $90 | $0 |