2023 Form 5500 filing — The Step2 Company 401k Retirement Plan & 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 20241111084356NAL0016276593001) for The Step2 Company 401k Retirement Plan & Trust, reported by The Step2 Company LLC under EIN 20-4605472 and plan number 001. It reports 742 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111084356NAL0016276593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Step2 Company LLC
- EIN
- 20-4605472
- Plan number
- 001
- Location
- Streetsboro, OH
- Participants
- 742
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,791,195
- Net assets (EOY)
- $19,791,195
- Employer contributions
- $760,162
- Participant contributions
- $1,483,577
- Total income / additions
- $5,446,922
- Benefits paid
- $1,328,138
- Administrative expenses
- $63,516
- Total expenses
- $1,391,654
- Net increase / (decrease)
- $4,055,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $33,238 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $24,694 | $0 |