First Step, 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, First Step, Inc. (EIN 71-0307372) is a plan sponsor located in Hot Springs, AR 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
71-0307372
Location
Hot Springs, AR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,464,494
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,464,494

Contributions & income

Employer contributions
$603,076
Participant contributions
$756,762
Total income / additions
$3,277,597

Expenses & distributions

Benefits paid / distributions
$1,354,591
Total expenses
$1,435,274
Net increase / (decrease)
$1,842,323

Coverage

Total reported participants
1,172
Plans with financial statements
1
Plans with provider compensation
2

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

First Step, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First Step 401(K) Retirement Savings Plan & Trust001707$14,464,4942023
First Step, Inc. Employee Benefits Plan501465not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First Step, Inc.
YearPlanParticipantsSchedulesFiling
2023First Step, Inc. Employee Benefits Plan465C20240605095700NAL0035750304001
2023First Step 401(K) Retirement Savings Plan & Trust707H, C20241015132659NAL0014716659001

Related Form 5500 pages