2023 Form 5500 filing — Mypath To Retire 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 20241014120603NAL0052165506001) for Mypath To Retire 401(K) Plan, reported by The Finway Group under EIN 42-1468222 and plan number 015. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120603NAL0052165506001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Finway Group
- EIN
- 42-1468222
- Plan number
- 015
- Location
- West Des Moines, IA
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,644,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,644,262
- Employer contributions
- $190,837
- Participant contributions
- $523,563
- Total income / additions
- $1,645,970
- Benefits paid
- $347,176
- Administrative expenses
- $16,508
- Total expenses
- $372,473
- Net increase / (decrease)
- $1,273,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Finway Group, LLC | CONTRACT ADMIN | $7,624 | not reported in the loaded dataset |
| Empower Annuity Insurane Company | RECORDKEEPER | $7,181 | not reported in the loaded dataset |