Step Up Suncoast, Inc. — 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, Step Up Suncoast, Inc. (EIN 59-6208766) is a plan sponsor located in Sarasota, FL 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
59-6208766
Location
Sarasota, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,319,594
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,319,594

Contributions & income

Employer contributions
$714,906
Participant contributions
$151,647
Total income / additions
$1,663,972

Expenses & distributions

Benefits paid / distributions
$389,241
Total expenses
$441,625
Net increase / (decrease)
$1,222,347

Coverage

Total reported participants
447
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

Step Up Suncoast, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Step Up Suncoast, Inc. 403(B) Plan004255$6,319,5942023
Step Up Suncoast, Inc. Welfare Benefits Plan501192not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Step Up Suncoast, Inc.
YearPlanParticipantsSchedulesFiling
2023Step Up Suncoast, Inc. 403(B) Plan255H, C20241016075055NAL0059576210001
2023Step Up Suncoast, Inc. Welfare Benefits Plan19220241120144419NAL0003747729001

Related Form 5500 pages