Pathfinder Financial Group, INC. DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Pathfinder Financial Group, INC.
  • Sponsor EIN: 264057395
  • Sponsor Address: 5 WATER STREET, SUITE 5B, NEWBURYPORT, MA, 01950
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $303,704

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$303,704$800$0
20222$272,470$800$0

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