Civic Intelligence
Filing

Retirement Plan of Path Lab Ltd

Path Lab Ltd • EIN 42-1206708 • Plan year 2005

Company ProfileSource Archive
Filing Insights

Participants

Down

52 → 49

-3 • -5.77%

Assets

Down

$370,630 → $361,432

-$9,198 • -2.48%

Investment Management Fee

-

Admin expenses - • Total expenses $75,705

Filing Details

Context
Net investment result
$-9,198
Pension payor EIN
06-0566090

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202010$0$0-
Retirement Plan of Path Lab Ltd-0$0--
2019131$1,595,397$86,686$2,796iApproximate average salary by contribution assumption: employee only about $69,908 at 4% or $46,605 at 6%; with 50% employer match about $46,605 at 4% or $31,070 at 6%; with 100% employer match about $34,954 at 4% or $23,303 at 6%.
Retirement Plan of Path Lab Ltd-31$1,595,397$86,686$2,796iApproximate average salary by contribution assumption: employee only about $69,908 at 4% or $46,605 at 6%; with 50% employer match about $46,605 at 4% or $31,070 at 6%; with 100% employer match about $34,954 at 4% or $23,303 at 6%.
2018131$1,305,076$94,824$3,059iApproximate average salary by contribution assumption: employee only about $76,471 at 4% or $50,981 at 6%; with 50% employer match about $50,981 at 4% or $33,987 at 6%; with 100% employer match about $38,235 at 4% or $25,490 at 6%.
Retirement Plan of Path Lab Ltd-31$1,305,076$94,824$3,059iApproximate average salary by contribution assumption: employee only about $76,471 at 4% or $50,981 at 6%; with 50% employer match about $50,981 at 4% or $33,987 at 6%; with 100% employer match about $38,235 at 4% or $25,490 at 6%.
2017133$1,687,838$93,187$2,824iApproximate average salary by contribution assumption: employee only about $70,596 at 4% or $47,064 at 6%; with 50% employer match about $47,064 at 4% or $31,376 at 6%; with 100% employer match about $35,298 at 4% or $23,532 at 6%.
Retirement Plan of Path Lab Ltd-33$1,687,838$93,187$2,824iApproximate average salary by contribution assumption: employee only about $70,596 at 4% or $47,064 at 6%; with 50% employer match about $47,064 at 4% or $31,376 at 6%; with 100% employer match about $35,298 at 4% or $23,532 at 6%.
2016129$1,434,514$94,395$3,255iApproximate average salary by contribution assumption: employee only about $81,375 at 4% or $54,250 at 6%; with 50% employer match about $54,250 at 4% or $36,167 at 6%; with 100% employer match about $40,688 at 4% or $27,125 at 6%.
Retirement Plan of Path Lab Ltd-29$1,434,514$94,395$3,255iApproximate average salary by contribution assumption: employee only about $81,375 at 4% or $54,250 at 6%; with 50% employer match about $54,250 at 4% or $36,167 at 6%; with 100% employer match about $40,688 at 4% or $27,125 at 6%.
2015130$1,240,985$96,111$3,204iApproximate average salary by contribution assumption: employee only about $80,093 at 4% or $53,395 at 6%; with 50% employer match about $53,395 at 4% or $35,597 at 6%; with 100% employer match about $40,046 at 4% or $26,698 at 6%.
Retirement Plan of Path Lab Ltd-30$1,240,985$96,111$3,204iApproximate average salary by contribution assumption: employee only about $80,093 at 4% or $53,395 at 6%; with 50% employer match about $53,395 at 4% or $35,597 at 6%; with 100% employer match about $40,046 at 4% or $26,698 at 6%.
2014120$1,198,071$75,043$3,752iApproximate average salary by contribution assumption: employee only about $93,804 at 4% or $62,536 at 6%; with 50% employer match about $62,536 at 4% or $41,691 at 6%; with 100% employer match about $46,902 at 4% or $31,268 at 6%.
Retirement Plan of Path Lab Ltd-20$1,198,071$75,043$3,752iApproximate average salary by contribution assumption: employee only about $93,804 at 4% or $62,536 at 6%; with 50% employer match about $62,536 at 4% or $41,691 at 6%; with 100% employer match about $46,902 at 4% or $31,268 at 6%.
2013120$1,050,511$65,812$3,291iApproximate average salary by contribution assumption: employee only about $82,265 at 4% or $54,843 at 6%; with 50% employer match about $54,843 at 4% or $36,562 at 6%; with 100% employer match about $41,133 at 4% or $27,422 at 6%.
Retirement Plan of Path Lab Ltd-20$1,050,511$65,812$3,291iApproximate average salary by contribution assumption: employee only about $82,265 at 4% or $54,843 at 6%; with 50% employer match about $54,843 at 4% or $36,562 at 6%; with 100% employer match about $41,133 at 4% or $27,422 at 6%.
2012121$822,632$71,887$3,423iApproximate average salary by contribution assumption: employee only about $85,580 at 4% or $57,053 at 6%; with 50% employer match about $57,053 at 4% or $38,035 at 6%; with 100% employer match about $42,790 at 4% or $28,527 at 6%.
Retirement Plan of Path Lab Ltd-21$822,632$71,887$3,423iApproximate average salary by contribution assumption: employee only about $85,580 at 4% or $57,053 at 6%; with 50% employer match about $57,053 at 4% or $38,035 at 6%; with 100% employer match about $42,790 at 4% or $28,527 at 6%.
2011121$689,601$73,198$3,486iApproximate average salary by contribution assumption: employee only about $87,140 at 4% or $58,094 at 6%; with 50% employer match about $58,094 at 4% or $38,729 at 6%; with 100% employer match about $43,570 at 4% or $29,047 at 6%.
Retirement Plan of Path Lab Ltd-21$689,601$73,198$3,486iApproximate average salary by contribution assumption: employee only about $87,140 at 4% or $58,094 at 6%; with 50% employer match about $58,094 at 4% or $38,729 at 6%; with 100% employer match about $43,570 at 4% or $29,047 at 6%.
2010125$638,685$95,874$3,835iApproximate average salary by contribution assumption: employee only about $95,874 at 4% or $63,916 at 6%; with 50% employer match about $63,916 at 4% or $42,611 at 6%; with 100% employer match about $47,937 at 4% or $31,958 at 6%.
Retirement Plan of Path Lab Ltd-25$638,685$95,874$3,835iApproximate average salary by contribution assumption: employee only about $95,874 at 4% or $63,916 at 6%; with 50% employer match about $63,916 at 4% or $42,611 at 6%; with 100% employer match about $47,937 at 4% or $31,958 at 6%.
2009123$530,225$66,699$2,900iApproximate average salary by contribution assumption: employee only about $72,499 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,249 at 4% or $24,166 at 6%.
Retirement Plan of Path Lab Ltd-23$530,225$66,699$2,900iApproximate average salary by contribution assumption: employee only about $72,499 at 4% or $48,333 at 6%; with 50% employer match about $48,333 at 4% or $32,222 at 6%; with 100% employer match about $36,249 at 4% or $24,166 at 6%.
2008147$378,452$59,832$1,273iApproximate average salary by contribution assumption: employee only about $31,826 at 4% or $21,217 at 6%; with 50% employer match about $21,217 at 4% or $14,145 at 6%; with 100% employer match about $15,913 at 4% or $10,609 at 6%.
Retirement Plan of Path Lab Ltd-47$378,452$59,832$1,273iApproximate average salary by contribution assumption: employee only about $31,826 at 4% or $21,217 at 6%; with 50% employer match about $21,217 at 4% or $14,145 at 6%; with 100% employer match about $15,913 at 4% or $10,609 at 6%.
2007147$501,055$48,898$1,040iApproximate average salary by contribution assumption: employee only about $26,010 at 4% or $17,340 at 6%; with 50% employer match about $17,340 at 4% or $11,560 at 6%; with 100% employer match about $13,005 at 4% or $8,670 at 6%.
Retirement Plan of Path Lab Ltd-47$501,055$48,898$1,040iApproximate average salary by contribution assumption: employee only about $26,010 at 4% or $17,340 at 6%; with 50% employer match about $17,340 at 4% or $11,560 at 6%; with 100% employer match about $13,005 at 4% or $8,670 at 6%.
2006150$437,417$49,824$996iApproximate average salary by contribution assumption: employee only about $24,912 at 4% or $16,608 at 6%; with 50% employer match about $16,608 at 4% or $11,072 at 6%; with 100% employer match about $12,456 at 4% or $8,304 at 6%.
Retirement Plan of Path Lab Ltd-50$437,417$49,824$996iApproximate average salary by contribution assumption: employee only about $24,912 at 4% or $16,608 at 6%; with 50% employer match about $16,608 at 4% or $11,072 at 6%; with 100% employer match about $12,456 at 4% or $8,304 at 6%.
2005149$361,432$48,389$988iApproximate average salary by contribution assumption: employee only about $24,688 at 4% or $16,459 at 6%; with 50% employer match about $16,459 at 4% or $10,973 at 6%; with 100% employer match about $12,344 at 4% or $8,229 at 6%.
Retirement Plan of Path Lab LtdCurrent49$361,432$48,389$988iApproximate average salary by contribution assumption: employee only about $24,688 at 4% or $16,459 at 6%; with 50% employer match about $16,459 at 4% or $10,973 at 6%; with 100% employer match about $12,344 at 4% or $8,229 at 6%.
2004152$370,630$49,770$957iApproximate average salary by contribution assumption: employee only about $23,928 at 4% or $15,952 at 6%; with 50% employer match about $15,952 at 4% or $10,635 at 6%; with 100% employer match about $11,964 at 4% or $7,976 at 6%.
Retirement Plan of Path Lab Ltd-52$370,630$49,770$957iApproximate average salary by contribution assumption: employee only about $23,928 at 4% or $15,952 at 6%; with 50% employer match about $15,952 at 4% or $10,635 at 6%; with 100% employer match about $11,964 at 4% or $7,976 at 6%.
2003163$318,496$59,289$941iApproximate average salary by contribution assumption: employee only about $23,527 at 4% or $15,685 at 6%; with 50% employer match about $15,685 at 4% or $10,457 at 6%; with 100% employer match about $11,764 at 4% or $7,842 at 6%.
Retirement Plan of Path Lab Ltd-63$318,496$59,289$941iApproximate average salary by contribution assumption: employee only about $23,527 at 4% or $15,685 at 6%; with 50% employer match about $15,685 at 4% or $10,457 at 6%; with 100% employer match about $11,764 at 4% or $7,842 at 6%.
2002154$222,611$57,842$1,071iApproximate average salary by contribution assumption: employee only about $26,779 at 4% or $17,852 at 6%; with 50% employer match about $17,852 at 4% or $11,902 at 6%; with 100% employer match about $13,389 at 4% or $8,926 at 6%.
Retirement Plan of Path Lab Ltd-54$222,611$57,842$1,071iApproximate average salary by contribution assumption: employee only about $26,779 at 4% or $17,852 at 6%; with 50% employer match about $17,852 at 4% or $11,902 at 6%; with 100% employer match about $13,389 at 4% or $8,926 at 6%.
2001146$0$0-
Retirement Plan of Path Lab Ltd-46---
2000146$0$0-
Retirement Plan of Path Lab Ltd-46---
1999161$140,403$34,686$569iApproximate average salary by contribution assumption: employee only about $14,216 at 4% or $9,477 at 6%; with 50% employer match about $9,477 at 4% or $6,318 at 6%; with 100% employer match about $7,108 at 4% or $4,739 at 6%.
Retirement Plan of Path Lab Ltd-61$140,403$34,686$569iApproximate average salary by contribution assumption: employee only about $14,216 at 4% or $9,477 at 6%; with 50% employer match about $9,477 at 4% or $6,318 at 6%; with 100% employer match about $7,108 at 4% or $4,739 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037227453056
Form Id
70654791
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5010376227453050003
Ins Broker 01 Name
CITISTREET
Ins Broker 01 Street Addr
400 ATRIUM DRIVE
Ins Broker 01 City
SOMERSET
Ins Broker 01 State
NJ
Ins Broker 01 ZIP Code
08873
Ins Broker Comm Pd 01 Amount
$2,877
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037227453056
Form Id
70654790
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5010376227453050002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 3
Ins Carrier Name: TRAVELERS INSURANCE CO.
Filing Id
84037227453056
Form Id
70654791
Schedule A EIN
42-1206708
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2005-01-01
Schedule A Tax Period
20051231
Ins Carrier Name
TRAVELERS INSURANCE CO.
Ins Carrier EIN
06-0566090
Ins Carrier Naic Code
87726
Ins Contract Num
920239
Ins Prsn Covered End of year Count
24
Ins Policy From Date
2005-01-01
Ins Policy To Date
2005-12-31
Ins Broker Comm Total Amount
$2,877
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$91,205
Pension End of year Sep Account Amount
$224,997
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
VAR.ANNU.CONTR.WITH GUAR.FUNDS
Pension End Prev Bal Amount
$88,664
Pension Contribution Dep Amount
$11,834
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$3,506
Pension Transfer From Amount
$10,302
Pension Other Amount
$0
Pension Total Additions Amount
$25,642
Pension Total Bal Addn Amount
$114,306
Pension Bnfts Dsbrsd Amount
$14,700
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$8,401
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$23,101
Pension End of year Bal Amount
$91,205
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0
Row 4
Ins Carrier Name: TRANSAMERICA ASSURANCE CO.
Filing Id
84037227453056
Form Id
70654790
Schedule A EIN
42-1206708
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2005-01-01
Schedule A Tax Period
20051231
Ins Carrier Name
TRANSAMERICA ASSURANCE CO.
Ins Carrier EIN
95-2844555
Ins Carrier Naic Code
80829
Ins Contract Num
A897205702
Ins Prsn Covered End of year Count
3
Ins Policy From Date
2005-01-01
Ins Policy To Date
2005-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
D
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$1,087
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037227453056
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5010376227453050004
Row 2
Filing Id
84037227453056
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5010376227453050004
DFE P1 Entity 01 Name
TRAVELERS SEPARATE ACCOUNT
DFE P1 Spons 01 Name
TRAVELERS INSURANCE CO
DFE P1 Plan 01 EIN Plan number
060566090000
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$224,997
Row 3
Filing Id
84037227453056
Schedule D EIN
42-1206708
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2005-01-01
Schedule D Tax Period
20051231

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$361,432-$9,198 change

Balance Sheet

Beginning and end of plan year.

Total assets$370,630$361,432Decrease -$9,198 (-2.48%)
Total liabilities$0$0No change $0
Net assets$370,630$361,432Decrease -$9,198 (-2.48%)

Contributions

Employer contributions$0
Participant contributions$48,389
Other contributions$0

Income & Expenses

Total income$66,507
Total expenses$75,705
Net income$-9,198
Source fields
Schedule I source fields
Filing Id
84037227453056
Schedule I EIN
42-1206708
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$370,630
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$370,630
Small plan total assets at end of year
$361,432
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$361,432
Small plan employer contributions
$0
Small plan participant contributions
$48,389
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$18,118
Small plan total income
$66,507
Small plan total benefit distributions
$74,015
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,690
Small plan total expenses
$75,705
Small plan net income or loss
$-9,198
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$37,898
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$100,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN06-0566090

Transfers

Distributed property value$0
Schedule R source fields
Payor 06-0566090
Filing Id
84037227453056
Schedule R EIN
42-1206708
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
06-0566090
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0