Stepstone Hospitality Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Stepstone Hospitality Inc.)
Plain-English plan 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, Stepstone Hospitality Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Stepstone Hospitality Inc. under EIN 20-5320681 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $3,968,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stepstone Hospitality Inc.
- EIN
- 20-5320681
- Plan number
- 001
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $3,968,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20241014132223NAL0014995443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,968,985
- Total liabilities (EOY)
- $13,254
- Net assets (EOY)
- $3,955,731
- Net assets (BOY)
- $2,779,996
Income & contributions
- Employer contributions
- $292,731
- Participant contributions
- $782,506
- Total contributions
- $1,094,248
- Total income / additions
- $1,556,205
Expenses & distributions
- Benefits paid
- $307,768
- Administrative expenses
- $55,259
- Total expenses
- $380,470
- Net increase / (decrease)
- $1,175,735
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,568 | $0 | 2023 |
| Kahn, Litwin, Renza & Co, Ltd | AUDITOR | $21,950 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | BROKER/ADVISER | $0 | $7,327 | 2023 |
| One Digital Topco LLC Dba Resources | INVESTMENT ADVISOR | $5,741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stepstone Hospitality Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Empower Annuity Insurance Company O — Schedule C compensation
- Kahn, Litwin, Renza & Co, Ltd — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- One Digital Topco LLC Dba Resources — Schedule C compensation