2023 Form 5500 filing — Operations Pathway Systems L.P. Retirement Savings 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 20241015145628NAL0028839745001) for Operations Pathway Systems L.P. Retirement Savings Plan, reported by Operations Pathway Systems, L.P. under EIN 75-2850532 and plan number 001. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145628NAL0028839745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Operations Pathway Systems, L.P.
- EIN
- 75-2850532
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,604,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,604,976
- Employer contributions
- $169,646
- Participant contributions
- $1,644,519
- Total income / additions
- $5,082,243
- Benefits paid
- $853,067
- Administrative expenses
- $50,843
- Total expenses
- $903,910
- Net increase / (decrease)
- $4,178,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, LLC | TPA | $27,822 | not reported in the loaded dataset |
| Hub International Northeast | ADVISOR | $16,920 | not reported in the loaded dataset |
| Charles Schwab | CUSTODIAN TRUSTEE | $6,101 | not reported in the loaded dataset |