Plan5500

One Step Up, Ltd — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, One Step Up, Ltd (EIN 13-3158610) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3158610
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for One Step Up, Ltd

  • 2 loaded plans hold $23.9M in reported assets.
  • The largest, One Step Up, Ltd 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 510 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.9MSummed across loaded plans$23,858,248
Total reported assets$23.9M$23,858,248
Total reported participants510
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.9M total assets
Net assets$23.9MLiabilities$0
Contributions & income
Employer contributions$322K
Participant contributions$1.4M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%One Step Up, Ltd 401(K) Plan
Participants per plan255Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    One Step Up, Ltd 401(K) Plan$23.9M
    Plan #001 · 236 participants · 2023
  2. 2
    One Step Up Employee Benefit Plannot reported in the loaded dataset
    Plan #511 · 274 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for One Step Up, Ltd. Open one for its full reported snapshot.

  1. 2023
    One Step Up Employee Benefit Plan274 participants · 2No schedules
    View filing →
  2. 2023
    One Step Up, Ltd 401(K) Plan236 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does One Step Up, Ltd report on Form 5500?
One Step Up, Ltd (EIN 13-3158610) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for One Step Up, Ltd?
The Employer Identification Number (EIN) reported for One Step Up, Ltd is 13-3158610.
What is the latest Form 5500 filing year for One Step Up, Ltd?
The latest loaded Form 5500 filing year for One Step Up, Ltd is 2023.

Related Form 5500 pages