A Step Up Academy — 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, A Step Up Academy (EIN 46-2346137) is a plan sponsor located in Jenkintown, PA with 1 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
46-2346137
Location
Jenkintown, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$351,631
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$351,631

Contributions & income

Participant contributions
$141,827
Total income / additions
$220,640

Expenses & distributions

Benefits paid / distributions
$182,958
Total expenses
$191,743
Net increase / (decrease)
$28,897

Coverage

Total reported participants
168
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

A Step Up Academy plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
A Step Up Academy 403(B) Plan001168$351,6312023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for A Step Up Academy
YearPlanParticipantsSchedulesFiling
2023A Step Up Academy 403(B) Plan168H, C20250415105005NAL0003189985001

Related Form 5500 pages