Step2 Discovery LLC 401k Plan — Form 5500 plan (Step2 Discovery LLC)
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, Step2 Discovery LLC 401k Plan is a benefit plan reported by Step2 Discovery LLC under EIN 20-8347868 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $10,008,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Step2 Discovery LLC
- EIN
- 20-8347868
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsburg, KS
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $10,008,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241003101640NAL0009719809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,008,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,008,056
- Net assets (BOY)
- $8,892,318
Income & contributions
- Employer contributions
- $375,356
- Participant contributions
- $659,458
- Total contributions
- $1,252,136
- Total income / additions
- $2,658,330
Expenses & distributions
- Benefits paid
- $1,532,060
- Administrative expenses
- $9,835
- Total expenses
- $1,542,592
- Net increase / (decrease)
- $1,115,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,139 | $0 | 2023 |