401k Plan data: PATHFORWARD 403(B) PLAN plan

PATHFORWARD 403(B) PLAN 401k Plan overview

Plan Name	PATHFORWARD 403(B) PLAN
Plan identification number	001

PATHFORWARD 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PATHFORWARD has sponsored the creation of one or more 401k plans.

Company Name: PATHFORWARD

Employer identification number (EIN): 541615993

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATHFORWARD 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ELIZABETH FRANTZ 2024-07-23
001 2022-01-01 ELIZABETH FRANTZ 2023-10-02
001 2021-01-01 ELIZABETH FRANTZ 2022-09-06
001 2020-01-01 ELIZABETH FRANTZ 2021-08-23
001 2019-01-01 KATHLEEN SIBERT 2020-10-14
001 2018-07-01 KATHLEEN SIBERT 2019-10-11
001 2018-07-01 KATHLEEN SIBERT 2020-01-29
001 2017-07-01 KATHLEEN SIBERT 2018-12-19 KATHLEEN SIBERT 2018-12-19
001 2016-07-01 KATHLEEN SIBERT 2017-12-05 KATHLEEN SIBERT 2017-12-05
001 2015-07-01 KATHLEEN SIBERT 2017-01-23 KATHLEEN SIBERT 2017-01-23
001 2014-07-01 KATHLEEN SIBERT 2016-01-06
001 2013-07-01 KATHLEEN SIBERT 2014-12-12
001 2012-07-01 KATHLEEN SIBERT 2014-01-28
001 2011-07-01 KATHLEEN SIBERT 2013-01-28
001 2010-07-01 KATHLEEN SIBERT 2011-12-22
001 2008-07-01 KATHLEEN SIBERT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ELIZABETH FRANTZ	2024-07-23
001	2022-01-01	ELIZABETH FRANTZ	2023-10-02
001	2021-01-01	ELIZABETH FRANTZ	2022-09-06
001	2020-01-01	ELIZABETH FRANTZ	2021-08-23
001	2019-01-01	KATHLEEN SIBERT	2020-10-14
001	2018-07-01	KATHLEEN SIBERT	2019-10-11
001	2018-07-01	KATHLEEN SIBERT	2020-01-29
001	2017-07-01	KATHLEEN SIBERT	2018-12-19	KATHLEEN SIBERT	2018-12-19
001	2016-07-01	KATHLEEN SIBERT	2017-12-05	KATHLEEN SIBERT	2017-12-05
001	2015-07-01	KATHLEEN SIBERT	2017-01-23	KATHLEEN SIBERT	2017-01-23
001	2014-07-01	KATHLEEN SIBERT	2016-01-06
001	2013-07-01	KATHLEEN SIBERT	2014-12-12
001	2012-07-01	KATHLEEN SIBERT	2014-01-28
001	2011-07-01	KATHLEEN SIBERT	2013-01-28
001	2010-07-01	KATHLEEN SIBERT	2011-12-22
001	2008-07-01	KATHLEEN SIBERT

Plan Statistics for PATHFORWARD 403(B) PLAN

401k plan membership statisitcs for PATHFORWARD 403(B) PLAN

Measure Date Value
2008: PATHFORWARD 403(B) PLAN 2008 401k membership
Total of all active and inactive participants 2008-07-01 0
Total participants 2008-07-01 0

Measure	Date	Value
2008: PATHFORWARD 403(B) PLAN 2008 401k membership
Total of all active and inactive participants	2008-07-01	0
Total participants	2008-07-01	0

Form 5500 Responses for PATHFORWARD 403(B) PLAN

2008: PATHFORWARD 403(B) PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Multi-employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No

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Company Name:	PATHFORWARD
Employer identification number (EIN):	541615993
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations