Pathways Home Health And Hospice 403(B) Plan — Form 5500 plan (Pathways Home Health And Hospice)
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, Pathways Home Health And Hospice 403(B) Plan is a benefit plan reported by Pathways Home Health And Hospice under EIN 94-2823240 and plan number 002. The latest loaded filing year is 2023. The filing reports 331 participants and $20,166,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pathways Home Health And Hospice
- EIN
- 94-2823240
- Plan number
- 002
- Plan type
- 2
- Location
- Sunnyvale, CA
- Latest filing year
- 2023
- Participants
- 331
- End-of-year plan assets
- $20,166,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H, C | 20241009175820NAL0032036720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,166,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,166,493
- Net assets (BOY)
- $18,814,040
Income & contributions
- Employer contributions
- $217,583
- Participant contributions
- $867,802
- Total contributions
- $1,109,733
- Total income / additions
- $4,461,513
Expenses & distributions
- Benefits paid
- $3,012,842
- Administrative expenses
- $96,591
- Total expenses
- $3,109,060
- Net increase / (decrease)
- $1,352,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $45,525 | $0 | 2023 |
| Cbiz Investment Advisory | INVESTMENT ADVISOR | $36,761 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services | TPA | $10,974 | not reported in the loaded dataset | 2023 |
| Fidelity | RECORDKEEPER | $930 | $0 | 2023 |
| Lincoln National Corporation | RECORDKEEPER | $90 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pathways Home Health And Hospice
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sunnyvale, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cbiz Investment Advisory — Schedule C compensation
- Cbiz Benefits & Ins Services — Schedule C compensation
- Fidelity — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation