Operations Pathway Systems L.P. Retirement Savings Plan — Form 5500 plan (Operations Pathway Systems, L.P.)

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, Operations Pathway Systems L.P. Retirement Savings Plan is a benefit plan reported by Operations Pathway Systems, L.P. under EIN 75-2850532 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $19,604,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Operations Pathway Systems, L.P.
EIN
75-2850532
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
343
End-of-year plan assets
$19,604,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241015145628NAL0028839745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,604,976
Total liabilities (EOY)
$0
Net assets (EOY)
$19,604,976
Net assets (BOY)
$15,426,643

Income & contributions

Employer contributions
$169,646
Participant contributions
$1,644,519
Total contributions
$1,929,763
Total income / additions
$5,082,243

Expenses & distributions

Benefits paid
$853,067
Administrative expenses
$50,843
Total expenses
$903,910
Net increase / (decrease)
$4,178,333

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, LLCTPA$27,822not reported in the loaded dataset2023
Hub International NortheastADVISOR$16,920not reported in the loaded dataset2023
Charles SchwabCUSTODIAN TRUSTEE$6,101not reported in the loaded dataset2023

Related Form 5500 pages