Iron Path Wealth Management, Inc. 401(K) Plan — Form 5500 plan (Iron Path Wealth Management, 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, Iron Path Wealth Management, Inc. 401(K) Plan is a benefit plan reported by Iron Path Wealth Management, Inc. under EIN 84-4786637 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $23,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Path Wealth Management, Inc.
- EIN
- 84-4786637
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy Hook, CT
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $23,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240513095804NAL0045776753001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $23,071
- Net assets (EOY)
- $23,071
- Net assets (BOY)
- $19,279
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $3,792
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $3,792
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.