2023 Form 5500 filing — Retirement Path Pooled Employer 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 20241219151243NAL0010968930001) for Retirement Path Pooled Employer Plan, reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 304. It reports 879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219151243NAL0010968930001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 304
- Location
- Shrewsbury, NJ
- Participants
- 879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,289,967
- Total liabilities (EOY)
- $3,759
- Net assets (EOY)
- $40,286,208
- Employer contributions
- $931,973
- Participant contributions
- $3,311,124
- Total income / additions
- $12,087,988
- Benefits paid
- $6,140,550
- Administrative expenses
- $193,089
- Total expenses
- $6,337,398
- Net increase / (decrease)
- $5,750,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nppg Investment Services LLC | SERVICE PROVIDER | $0 | $58,572 |
| Nppg Planned Professional LLC | SERVICE PROVIDER | $15,493 | not reported in the loaded dataset |
| Lpl Financial | SERVICE PROVIDER | $15,245 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $0 | $10,938 |
| Plan Professional, LLC | SERVICE PROVIDER | $7,119 | not reported in the loaded dataset |
| Northeast Professional Planning | TPA | $0 | $5,602 |
| Park Avenue Securities, LLC | BROKER/DELAER | $0 | $5,507 |