2023 Form 5500 filing — Stepstone Hospitality Inc. 401(K) Profit Sharing Plan And Trust
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 20241014132223NAL0014995443001) for Stepstone Hospitality Inc. 401(K) Profit Sharing Plan And Trust, reported by Stepstone Hospitality Inc. under EIN 20-5320681 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132223NAL0014995443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stepstone Hospitality Inc.
- EIN
- 20-5320681
- Plan number
- 001
- Location
- Providence, RI
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,968,985
- Total liabilities (EOY)
- $13,254
- Net assets (EOY)
- $3,955,731
- Employer contributions
- $292,731
- Participant contributions
- $782,506
- Total income / additions
- $1,556,205
- Benefits paid
- $307,768
- Administrative expenses
- $55,259
- Total expenses
- $380,470
- Net increase / (decrease)
- $1,175,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,568 | $0 |
| Kahn, Litwin, Renza & Co, Ltd | AUDITOR | $21,950 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | BROKER/ADVISER | $0 | $7,327 |
| One Digital Topco LLC Dba Resources | INVESTMENT ADVISOR | $5,741 | not reported in the loaded dataset |