Functional Pathways 401(K) Plan — Form 5500 plan (Functional Pathways Of Tennessee, LLC)

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, Functional Pathways 401(K) Plan is a benefit plan reported by Functional Pathways Of Tennessee, LLC under EIN 62-1632255 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,798 participants and $18,846,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Functional Pathways Of Tennessee, LLC
EIN
62-1632255
Plan number
002
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
1,798
End-of-year plan assets
$18,846,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,798H, C20240926125349NAL0000395491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,846,532
Total liabilities (EOY)
$40,660
Net assets (EOY)
$18,805,872
Net assets (BOY)
$14,674,419

Income & contributions

Employer contributions
$85,681
Participant contributions
$2,113,286
Total contributions
$2,802,514
Total income / additions
$5,626,055

Expenses & distributions

Benefits paid
$1,423,361
Administrative expenses
$71,241
Total expenses
$1,494,602
Net increase / (decrease)
$4,131,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$52,449$02023
Massachusetts Mutual Life Ins. Co.INVESTMENT ADVISOR$20,000not reported in the loaded dataset2023

Related Form 5500 pages