2023 Form 5500 filing — Path Corporation 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 20241112163245NAL0010034355001) for Path Corporation 403(B) Plan, reported by Path under EIN 95-3950196 and plan number 001. It reports 1,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241112163245NAL0010034355001
Filing year
2023
Form type
2
Plan sponsor
Path
EIN
95-3950196
Plan number
001
Location
Los Angeles, CA
Participants
1,276
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,938,278
Total liabilities (EOY)
$0
Net assets (EOY)
$12,938,278
Employer contributions
$1,532,681
Participant contributions
$1,093,656
Total income / additions
$4,507,786
Benefits paid
$447,457
Administrative expenses
$47,645
Total expenses
$497,347
Net increase / (decrease)
$4,010,439
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
NationwideRECORDKEEPER$55,432$789
Accelerate RetirementFINANCIAL ADVISOR$22,767not reported in the loaded dataset
Nfp Retirement Inc.FINANCIAL ADVISOR$14,452not reported in the loaded dataset
Economic Group Pension ServicesTPA$9,700not reported in the loaded dataset

Related Form 5500 pages