2023 Form 5500 filing — Step2 Discovery LLC 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003101640NAL0009719809001) for Step2 Discovery LLC 401k Plan, reported by Step2 Discovery LLC under EIN 20-8347868 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003101640NAL0009719809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Step2 Discovery LLC
- EIN
- 20-8347868
- Plan number
- 001
- Location
- Pittsburg, KS
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,008,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,008,056
- Employer contributions
- $375,356
- Participant contributions
- $659,458
- Total income / additions
- $2,658,330
- Benefits paid
- $1,532,060
- Administrative expenses
- $9,835
- Total expenses
- $1,542,592
- Net increase / (decrease)
- $1,115,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,139 | $0 |