2023 Form 5500 filing — Steptoe & Johnson Pllc 401(K) 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 20241015125039NAL0057681986001) for Steptoe & Johnson Pllc 401(K) Plan, reported by Steptoe & Johnson Pllc under EIN 55-0286140 and plan number 001. It reports 804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125039NAL0057681986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steptoe & Johnson Pllc
- EIN
- 55-0286140
- Plan number
- 001
- Location
- Bridgeport, WV
- Participants
- 804
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $166,711,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $166,711,366
- Employer contributions
- $5,842,196
- Participant contributions
- $4,399,724
- Total income / additions
- $35,119,101
- Benefits paid
- $10,888,401
- Administrative expenses
- $264,613
- Total expenses
- $11,153,014
- Net increase / (decrease)
- $23,966,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $114,218 | $515 |
| Geoffrey Korwan/Morgan Stanley | ADVISOR | $22,520 | not reported in the loaded dataset |
| Russell Dunkin | ADVISOR | $22,020 | not reported in the loaded dataset |
| Undra J. Johnson | ADVISOR | $21,195 | not reported in the loaded dataset |
| Charles Schwab | ADVISOR | $17,312 | not reported in the loaded dataset |
| Joshua Young | ADVISOR | $17,086 | not reported in the loaded dataset |
| C. Todd Molessa | ADVISOR | $11,165 | not reported in the loaded dataset |
| Lois Chricton | ADVISOR | $10,076 | not reported in the loaded dataset |
| Les Wilkerson | ADVISOR | $7,649 | not reported in the loaded dataset |
| Ernie Coffindaffer | ADVISOR | $7,228 | not reported in the loaded dataset |
| Terry Raab | ADVISOR | $5,424 | not reported in the loaded dataset |
| Td Ameritrade | ADVISOR | $4,101 | $0 |
| Matrix Trust Company | TRUSTEE | $0 | $0 |