2023 Form 5500 filing — Retirement Plan For Employees Of Step By Step, Inc
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 20250407092452NAL0010021123001) for Retirement Plan For Employees Of Step By Step, Inc, reported by Step By Step, Inc. under EIN 23-2053563 and plan number 001. It reports 1,528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407092452NAL0010021123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Step By Step, Inc.
- EIN
- 23-2053563
- Plan number
- 001
- Location
- Wilkes Barre, PA
- Participants
- 1,528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,398,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,398,074
- Employer contributions
- $1,366,634
- Participant contributions
- $739,696
- Total income / additions
- $4,394,650
- Benefits paid
- $2,210,885
- Administrative expenses
- $26,195
- Total expenses
- $2,256,338
- Net increase / (decrease)
- $2,138,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,409 | $0 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $14,739 |
| Tbs Agency Inc | BROKER/ADVISER | $0 | $11,174 |
| Empower Annuity Insurance Company | INVESTMENT MGMT | $1,786 | $0 |