The Pathway School Defined Contribution Retirement Plan — Form 5500 plan (The Pathway School)
Plain-English plan 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, The Pathway School Defined Contribution Retirement Plan is a benefit plan reported by The Pathway School under EIN 23-2586474 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $11,388,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Pathway School
- EIN
- 23-2586474
- Plan number
- 001
- Plan type
- 2
- Location
- Norristown, PA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $11,388,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20250225073147NAL0007089507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,388,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,388,074
- Net assets (BOY)
- $9,961,529
Income & contributions
- Employer contributions
- $182,753
- Participant contributions
- $345,369
- Total contributions
- $535,285
- Total income / additions
- $1,839,090
Expenses & distributions
- Benefits paid
- $412,178
- Administrative expenses
- $367
- Total expenses
- $412,545
- Net increase / (decrease)
- $1,426,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance | RECORD-KEEPER | $367 | $15,432 | 2023 |