401k Plan data: PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN plan

PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN
Plan identification number	001

PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PATHFINDER PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: PATHFINDER PARTNERS, LLC

Employer identification number (EIN): 205968981

NAIC Classification: 523900

Additional information about PATHFINDER PARTNERS, LLC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: 200715310356

More information about PATHFINDER PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MITCHELL SIEGLER 2024-09-26
001 2022-01-01 MITCHELL SIEGLER 2023-09-13
001 2021-01-01 MITCHELL SIEGLER 2022-09-20 MITCHELL SIEGLER 2022-09-20
001 2020-01-01 MITCHELL L. SIEGLER 2021-10-04 MITCHELL L. SIEGLER 2021-10-04
001 2019-01-01 MITCHELL L. SIEGLER 2020-08-18
001 2018-01-01 MITCHELL L SIEGLER 2019-09-13 MITCHELL L SIEGLER 2019-09-13
001 2017-01-01 MITCH SIEGLER 2018-10-02 MITCH SIEGLER 2018-10-02
001 2016-01-01 MITCHELL L SIEGLER 2017-09-29 MITCHELL L SIEGLER 2017-09-29
001 2015-01-01 MITCHELL L. SIEGLER 2016-10-13 MITCHELL L. SIEGLER 2016-10-13
001 2014-01-01 MITCH SIEGLER 2015-08-11 MITCH SIEGLER 2015-08-11
001 2013-01-01 MITCH SIEGLER MITCH SIEGLER 2014-09-30
001 2012-01-01 MITCHELL L. SIEGLER MITCHELL L. SIEGLER 2013-09-16
001 2011-01-01 MITCH SIEGLER MITCH SIEGLER 2012-09-20
001 2010-01-01 MITCH SIEGLER MITCH SIEGLER 2011-10-09
001 2009-01-01 MITCH SIEGLER MITCH SIEGLER 2010-10-07
001 2009-01-01 MITCH SIEGLER MITCH SIEGLER 2011-04-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MITCHELL SIEGLER	2024-09-26
001	2022-01-01	MITCHELL SIEGLER	2023-09-13
001	2021-01-01	MITCHELL SIEGLER	2022-09-20	MITCHELL SIEGLER	2022-09-20
001	2020-01-01	MITCHELL L. SIEGLER	2021-10-04	MITCHELL L. SIEGLER	2021-10-04
001	2019-01-01	MITCHELL L. SIEGLER	2020-08-18
001	2018-01-01	MITCHELL L SIEGLER	2019-09-13	MITCHELL L SIEGLER	2019-09-13
001	2017-01-01	MITCH SIEGLER	2018-10-02	MITCH SIEGLER	2018-10-02
001	2016-01-01	MITCHELL L SIEGLER	2017-09-29	MITCHELL L SIEGLER	2017-09-29
001	2015-01-01	MITCHELL L. SIEGLER	2016-10-13	MITCHELL L. SIEGLER	2016-10-13
001	2014-01-01	MITCH SIEGLER	2015-08-11	MITCH SIEGLER	2015-08-11
001	2013-01-01	MITCH SIEGLER		MITCH SIEGLER	2014-09-30
001	2012-01-01	MITCHELL L. SIEGLER		MITCHELL L. SIEGLER	2013-09-16
001	2011-01-01	MITCH SIEGLER		MITCH SIEGLER	2012-09-20
001	2010-01-01	MITCH SIEGLER		MITCH SIEGLER	2011-10-09
001	2009-01-01	MITCH SIEGLER		MITCH SIEGLER	2010-10-07
001	2009-01-01	MITCH SIEGLER		MITCH SIEGLER	2011-04-26

Financial Data on PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN

Measure	Date	Value
2025 : PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-16	25954
Net assets as of the end of the plan year	2025-09-16	3401213
Total assets as of the beginning of the plan year	2025-09-16	2854539
Value of plan covered by a fidelity bond	2025-09-16	285454
Participant contributions to plan in this plan year	2025-09-16	102120
Other income to plan in this plan year	2025-09-16	426399
Plan net income in this plan year	2025-09-16	546674
Net assets as of the end of the plan year	2025-09-16	3401213
Net assets as of the beginning of the plan year	2025-09-16	2854539
Employer contributions to plan in this plan year	2025-09-16	44109
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-16	5954
2024 : PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-26	3743
Net assets as of the end of the plan year	2024-09-26	2854539
Total assets as of the beginning of the plan year	2024-09-26	2053828
Value of plan covered by a fidelity bond	2024-09-26	205383
Participant contributions to plan in this plan year	2024-09-26	169643
Other contributions to plan in this plan year	2024-09-26	263698
Other income to plan in this plan year	2024-09-26	302884
Plan net income in this plan year	2024-09-26	800711
Net assets as of the end of the plan year	2024-09-26	2854539
Net assets as of the beginning of the plan year	2024-09-26	2053828
Employer contributions to plan in this plan year	2024-09-26	68229
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-26	3743
2022 : PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-20	1173
Net assets as of the end of the plan year	2022-09-20	2110193
Total assets as of the beginning of the plan year	2022-09-20	1694496
Value of plan covered by a fidelity bond	2022-09-20	169500
Participant contributions to plan in this plan year	2022-09-20	71950
Other expenses paid from plan in this plan year	2022-09-20	0
Other income to plan in this plan year	2022-09-20	273605
Plan net income in this plan year	2022-09-20	415697
Net assets as of the end of the plan year	2022-09-20	2110193
Net assets as of the beginning of the plan year	2022-09-20	1694496
Employer contributions to plan in this plan year	2022-09-20	71315
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-20	1173
2013 : PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$138,322
Expenses. Total of all expenses incurred	2013-12-31	$787,320
Benefits paid (including direct rollovers)	2013-12-31	$772,541
Total plan assets at end of year	2013-12-31	$210,890
Total plan assets at beginning of year	2013-12-31	$859,888
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$23,490
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$87,122
Net income (gross income less expenses)	2013-12-31	$-648,998
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$210,890
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$859,888
Assets. Value of participant loans	2013-12-31	$11,351
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$27,710
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$14,779
2012 : PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$181,138
Expenses. Total of all expenses incurred	2012-12-31	$5,336
Total plan assets at end of year	2012-12-31	$859,888
Total plan assets at beginning of year	2012-12-31	$684,086
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$60,827
Other income received	2012-12-31	$106,750
Net income (gross income less expenses)	2012-12-31	$175,802
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$859,888
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$684,086
Assets. Value of participant loans	2012-12-31	$38,951
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$195,287
Total contributions received or receivable from employer(s)	2012-12-31	$13,561
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,336
2011 : PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$265,250
Expenses. Total of all expenses incurred	2011-12-31	$3,291
Total plan assets at end of year	2011-12-31	$684,086
Total plan assets at beginning of year	2011-12-31	$422,127
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$230,849
Other income received	2011-12-31	$34,401
Net income (gross income less expenses)	2011-12-31	$261,959
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$684,086
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$422,127
Assets. Value of participant loans	2011-12-31	$68,497
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$95,950
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,291
2010 : PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$120,012
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$422,127
Total plan assets at beginning of year	2010-12-31	$302,115
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$22,012
Net income (gross income less expenses)	2010-12-31	$120,012
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$422,127
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$302,115
Assets. Value of participant loans	2010-12-31	$57,222
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$71,871
Total contributions received or receivable from employer(s)	2010-12-31	$98,000

Form 5500 Responses for PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN

2013: PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PATHFINDER PARTNERS LLC 401-K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PATHFINDER PARTNERS INC. 401(K) PLAN [EIN = 882985143]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PATHFINDER PARTNERS, LLC
Employer identification number (EIN):	205968981
NAIC Classification:	523900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	200715310356