Plan5500

Pathfinder 401(K) Retirement Plan — Form 5500 plan (Pathfinder, Inc.)

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, Pathfinder 401(K) Retirement Plan is a benefit plan reported by Pathfinder, Inc. under EIN 71-0428218 and plan number 002. The latest loaded filing year is 2023. The filing reports 288 participants and $8,827,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pathfinder, Inc.
EIN
71-0428218
Plan number
002
Plan type
2
Location
Jacksonville, AR
Latest filing year
2023
Participants
288
End-of-year plan assets
$8,827,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20241003162056NAL0005045491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,827,025
Total liabilities (EOY)
$7
Net assets (EOY)
$8,827,018
Net assets (BOY)
$8,483,058

Income & contributions

Employer contributions
$301,341
Participant contributions
$286,298
Total contributions
$619,134
Total income / additions
$2,023,440

Expenses & distributions

Benefits paid
$1,621,086
Administrative expenses
$58,394
Total expenses
$1,679,480
Net increase / (decrease)
$343,960

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,547not reported in the loaded dataset2023
Pensionmark Financial Group LLCADVISOR$25,847not reported in the loaded dataset2023

Related Form 5500 pages