Plan5500

Path Corporation 403(B) Plan — Form 5500 plan (Path)

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, Path Corporation 403(B) Plan is a benefit plan reported by Path under EIN 95-3950196 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,276 participants and $12,938,278 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Path
EIN
95-3950196
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
1,276
End-of-year plan assets
$12,938,278

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,276H, C20241112163245NAL0010034355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,938,278
Total liabilities (EOY)
$0
Net assets (EOY)
$12,938,278
Net assets (BOY)
$8,927,839

Income & contributions

Employer contributions
$1,532,681
Participant contributions
$1,093,656
Total contributions
$2,664,269
Total income / additions
$4,507,786

Expenses & distributions

Benefits paid
$447,457
Administrative expenses
$47,645
Total expenses
$497,347
Net increase / (decrease)
$4,010,439

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$55,432$7892023
Accelerate RetirementFINANCIAL ADVISOR$22,767not reported in the loaded dataset2023
Nfp Retirement Inc.FINANCIAL ADVISOR$14,452not reported in the loaded dataset2023
Economic Group Pension ServicesTPA$9,700not reported in the loaded dataset2023

Related Form 5500 pages